VP Growth Strategist

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:

Do you enjoy exploring ways companies grow? What about exploring ways financial advisors grow? Do you enjoy identifying market opportunities, uncovering their needs, exploring solutions, and reaching product-market fit? Are you interested in supporting initiatives that will have material impact to a Fortune 500 company? Are you passionate about the financial advice industry and what's ahead?

If so, the Vice President role in our Growth Strategy team could be for you!

The VP role will be a key player in turning ideas to drive the future growth of LPL, and our financial advisors, into reality. We are looking for candidates who are adept at identifying market opportunities, prioritizing growth initiatives, developing go-to-market strategies, and reaching product-market fit.

The VP role will be part of our fast-paced Growth Strategy team where LPL dreams big – setting an ambitious growth vision – then owns, develops, and drives the highest impact growth levers – turning this vision into reality. Our VPs combine strategic thinking, human-centered design, market research & sizing, and data analysis to explore, ideate, and incubate the opportunities that will set LPL apart from the competition.

Responsibilities:

As a Vice President of Growth Strategy you will…  

• Identify major growth opportunities for LPL and financial advisors
• Lead and support initiatives that will have a material impact to LPL’s growth
• Build strategic perspectives and execute – turning ideas into reality
• Collaborate across the firm to maintain alignment on vision, strategy, and goals, approaching strategy with an entrepreneurial mindset, leveraging critical thinking to increase the efficacy of growth strategy initiatives
• Develop strategy roadmaps, plans, and metrics that communicate progress, risks, and approach to execution that support continuous learning and improves growth outcomes. Sets a high bar for results through repeatable, scalable processes
• Be responsible for maintaining the backlog of growth initiatives
• Take a data-driven approach to uncovering value pools
• Conduct interviews and external research to determine customer needs and how they are being solved in the market
• Create best-in-class reports and prepare presentations related to LPL’s growth initiatives that are C-Suite ready
• Be willing and excited to be a “utility player”
• Be a key team member in the team responsible for defining and implementing LPL’s growth strategy
• Be an ambassador for LPL, building relationships with business partners to accelerate opportunities  

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.

Specific to this role, we are seeking a high energy, versatile thinker-doer with a robust understanding of growth strategies and product-market fit design. We are looking for people with a growth mindset, strong organizational, critical thinking, and analytical skills.

Requirements:

• Bachelor’s degree in Business, Strategy, Data, Engineering, or the Liberal Arts
• 7+ years of experience in either strategy or management consulting in areas that include: growth strategy, growth “hacking”, innovation and new ventures, product strategy & development
• Superior analytical skills with an ability to identify relevant data + insights and present in an actionable manner
• Superior people and communication skills
• Superior presentation skills & ability to build a story narrative
• Robust knowledge of the wealth management industry and how financial advisors grow their business

Preferences:

• Management consulting experience
• Able to take complex topics and make them easy to understand
• Experience of merging human-centered design with growth strategy
• Master of Business Administration (MBA) degree

#LI-PA

Pay Range: