AVP, Growth Manager

Do you have a strategic mindset with strong problem-solving skills? Do you enjoy bringing structure to complex situations, working with a variety of stakeholders to find a path forward? Excited to learn more? If so, then this could be the role for you!  

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview:

As the AVP, Growth Manager you will support the development and growth of a new LPL Advisor affiliation model by driving and executing the overall sales strategy alongside the National Branch Manager.  You will be responsible for deploying programs and initiatives that enable Financial Advisor practice growth and bolster the advisor community.

Responsibilities:

• Serve as a trusted advisor to Sales leadership, providing fact-based insights to drive results and optimize the sales process.

• Drive the new affiliation model’s growth while maintaining high advisor satisfaction.

• Critical in building support and momentum for key initiatives driving growth.

• Tactically execute project deliverables, ensuring that sales enablement efforts deliver on the strategic goals.

• Perform quantitative and qualitative analyses to identify and define scalable best practices

• Gather insights and collaborate with cross-functional teams in order to execute initiatives that improve processes and ultimately align with broader growth goals

• Determine and track towards KPI’s around the growth success of the organization.

• Partner with Regional Branch Managers to drive growth of advisory assets, greater client wallet share and adoption of additional LPL Business Solution services.

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

• Act as a liaison between the Advisors and the home office partners in an effort to deliver the firm and provide resources

• Responsible for collecting voice of the client feedback and data to support capabilities expansion.

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

​

Requirements:

• 5+ years of financial services experience and business management expertise

• Ability to travel up to 20%

• Experience working in the independent advisor space

• Project management experience

• Strong interpersonal skills, with the ability to build trust

• Exceptional communication and presentation skills

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

• Demonstrated ability to influence at all levels

Core Competencies:

• Strong execution and project management skills

• Strong Advisor-focused and customer service mindset

• Ability to manage multiple projects

• Entrepreneurial attitude with the tenacity to influence

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

• Curiosity to innovative and desire for continuous improvement

​

Preferences:

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

• Series 7, 66 preferred. Also open to Series 9 &10

#LI-

Pay Range:

Why LPL? 

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

Want to hear from our employees on what it’s like to work at LPL?  Watch this!

We take social responsibility seriously. Learn more here

Want to see info on our benefits?  Learn more here

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.