Sr. Growth Manager

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

Job Overview:

Field Management provides end-to-end leadership support to advisors and staff through managing personnel, practices, and properties to drive outsized growth and satisfaction. As part of the Field Management team, you will have the opportunity to directly live out LPL’s mission: We take care of our advisors, so they can take care of their clients.

As the Sr Growth Manager, you will be part of the team driving the development and growth by creating and executing the overall sales strategy. You will be responsible for deploying programs and initiatives that enable Financial Advisor practice growth and bolster the advisor community.

Responsibilities:

• Develop, execute and manage growth strategies to drive organic growth and advisor retention. Determine KPIs and track towards the growth success of the organization.

• Collaborate with cross functional teams (Advisory Solutions, Financial Planning, Marketing, etc.) to gain alignment and implement growth initiatives.

• Partner with Field Leaders to drive the growth of advisory assets, greater client wallet share and adoption of additional LPL services.

• Support the growth of the advisor community through conferences, forums and digital community.

• Analyze data to identify trends to formulate action plans to positively position the affiliation models as the most profitable models within the firm.

• Act as primary point of contact for Field Leadership to assist with coordinating recruiting meetings and sourcing appropriate home office speakers.

• Execute project deliverables ensuring that sales efforts deliver on the strategic goals

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

• 3+ years of wealth management experience as a financial advisor or comparable product area or management expertise

• 2+ years of project management experience

• Ability to travel up to 20%

Core Competencies:

• A strategic thinker who can assess complex problems, prioritize key issues, focus on relevant facts and maintain a strong execution focus autonomously

• Strong interpersonal skills with the ability to build trust

• Exceptional communication and presentation skills with demonstrated ability to influence at all levels

• Confident, flexible and resilient team player that places importance on winning together

• History of unwavering commitment to the pursuit of greatness

• Strong Advisor-focused and customer service mindset

• Entrepreneurial attitude with the tenacity to influence and lead by example

• Self-starter; willingness to take the initiative with a strong sense of urgency and accountability

• Curiosity to innovative and desire for continuous improvement

• Willing and able to create and share joy 

Preferences:

• FINRA Series 7/66 (or equivalent) preferred; Series 9/10 or 24 is a plus

• Bachelor’s Degree in Finance, Business, or a related field

• Ability to manage multiple projects

#LPL-PA

 

Pay Range:

$77,868-$129,780/year

 

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

 

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the finan