AVP, 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:

The AVP, Growth Management role is part of LPL’s Field Management team. 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 AVP, Growth Management, your primary focus will be ensuring that there is a clear strategy and coordinated approach to business operations. Additionally, you will help foster the growth of the overall business by supporting leadership in efforts to improve processes, establish new frameworks, and communicate business performance to stakeholders across the broader LPL organization. Not only will you be a key advocate for our advisors (and our business strategy) across the organization, but you will also be a central connector for our rapidly growing Field Management team.

Responsibilities:

• Helping to set the long term vision and strategy for Investor Focused Solutions (IFS)

• Partner with SVP and VPs to execute on pilots, initiatives, and strategic priorities of IFS, including key strategic initiatives to support the evolution of IFS business

• Establish and maintain quality and efficient business management routines around key initiatives and OKRs

• Work with VP of IFS Investor Experience to design and implement consistent and enhanced end investor experience that combines Advisor interactions with innovative digital capabilities, while understanding the competitor landscape.

• Assist SVP in creating department goals, the business plan and business forecasting

• Lead, manage and execute on portfolio of projects that will deliver improvements to the IFS Advisor experience, driving efficiency, effectiveness and accountability

• Assisting in setting employee engagement strategy to drive employee satisfaction

• Prepare executive-level presentations to facilitate business decisions and deliver recommendations

• Work cross-functionally with other business units to accomplish business goals

• Responsible for creation, planning, and coordination of all internal IFS communications

• Lead in the effort to document and store of internal procures

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:

• 5+ years of experience working within a related industry (wealth management or credit union/bank wealth management program)

• 5+ years of experience working with Microsoft PowerPoint (and all other Microsoft Office products)

• Proven analytical and strategic skills; ability to communicate data in a clear and concise way

• 3+ years of experience planning and leading strategic initiatives; proven ability to influence others

Preferences:

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

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

• Extremely versatile; self-starter with the ability to lead work independently and prioritize workload

• Prior experience in business management, operations and/or strategy for a large organization

• Strong project reporting skills, with a focus on cross-functional communication

• Nimble business mind with a focus on developing creative solutions

• Strong aptitude for learning new systems and concepts; including programs like Smartsheet, Miro, Tableau, etc.

#LPL-PA

 

Pay Range:

$96,975-$161,625/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 To