AVP, Growth Manager

LPL Financial; Massachusetts; On-site; USD 99,910 - 166,448; Full time

Benefits offered by this job

401(k) matching

Health benefits

Employee stock options

Job summary

LPL Financial is seeking an AVP, Growth Manager in the United States to support and grow the LPL-supported advisor affiliation with the Linsco/Liquidity & Succession model. You will drive growth initiatives with Field Management, lead strategic programs, and partner with the events team and wholesalers to ensure effective communications and execution.

You will analyze data to inform decisions, manage governance frameworks, and collaborate across teams to deliver scalable growth outcomes for

Qualifications

• 5+ years of financial services experience.
• 5+ years of wealth management experience.
• 5+ years of project management experience.
• Ability to travel up to 30% with occasional office visits.

Responsibilities

• Lead end-to-end program management for growth programs from planning through execution.
• Develop and operationalize program governance frameworks with plans, timelines and dependencies.
• Collaborate with events team and external wholesalers on conferences and advisor communications.
• Act as a trusted advisor to Sales leadership with data-driven insights to improve results and sales processes.
• Execute project deliverables and ensure sales enablement supports strategic goals.
• Conduct quantitative and qualitative analyses to identify scalable best practices.
• Gather insights and collaborate with cross-functional teams to improve processes.
• Collect voice of the client feedback to support capability expansion.

Skills

Financial services

Wealth management

Excel proficiency

Project management

Travel readiness

Education

Bachelor's degree in Finance/Business

Tools

Excel

Job description

Lead with Purpose, Unlock Your Team’s Passion

Job Overview

As the AVP, Growth Manager, you will support the development and growth of our LPL supported advisor affiliation with the Linsco/Liquidity & Succession model by supporting and executing the overall growth strategy alongside the Field Management Team. You will be responsible for deploying programs and initiatives that enable our clients, the Financial Advisors, practice growth and bolster the advisor community.

Responsibilities

• Lead end‑to‑end program management for strategic growth programs, from planning through execution, ensuring alignment with organization priorities and measurable business outcomes.
• Develop and operationalize program governance frameworks, including project plans, timelines, dependencies and communication cadences to ensure consistent delivery and accountability.
• Partner with the events team and external wholesalers on conference planning, funding, invitations and execution; serve as the primary point person for advisor communications related to Recognition trips and ad hoc event needs.
• Serve as a trusted advisor to Sales leadership, providing fact‑based insights to drive results and optimize the sales process.
• 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 to execute initiatives that improve processes and align with broader growth goals.
• Collect voice of the client feedback and data to support capability expansion.

Requirements

• 5+ years of financial services experience and experience working in wealth management.
• 5+ years of utilizing Excel in a proficient capacity.
• 5+ years of project management experience.
• Ability to travel up to 30%, with occasional visits to a designated office location as business needs require.

Core Competencies

• Self‑starter; willingness to take the initiative with a strong sense of urgency and accountability.
• 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.
• Curiosity for innovation and a desire for continuous improvement.

Preferences

• Bachelor’s Degree in Finance, Business, or related field.
• Series 7, 66, 9 & 10.
• 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.

Pay Range

$99,910.00 - $166,448.00 (actual base salary varies based on factors such as skill, experience, education, peer salary, performance, and geographic location).

Benefits

LPL Total Rewards package includes 401(k) matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

Company Overview

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. The firm supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodian approximately $2.3 trillion in brokerage and advisory assets on behalf of about 8 million Americans.

Principals only. EOE.