AVP, Growth Manager

LPL Financial LLC; New York (NY); Hybrid; USD 99,910 - 166,448; Full time

Benefits offered by this job

401(k) matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial invites you to lead growth initiatives for the advisor community in the New York market. As AVP, Growth Manager, you will drive end-to-end programs supporting the LPL-supported advisor affiliation and collaborate with Field Management to execute scalable growth strategies.

You will partner with Sales leadership, plan events with wholesalers, analyze performance data, and ensure alignment with business priorities.

Qualifications

• 5+ years of financial services experience and wealth management.
• 5+ years of utilizing Excel in a proficient capacity.
• 5+ years of project management experience.
• Ability to travel up to 20%.

Responsibilities

• Lead end-to-end program management for strategic growth programs, from planning through execution, ensuring alignment with organizational 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 to ensure sales enablement efforts align with 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 capabilities expansion.

Skills

Financial services experience

Excel proficiency

Project management

Travel up to 20%

Education

Bachelor's Degree in Finance, Business, or related field

Job description

Overview

Lead with Purpose, unlock your team’s passion. At LPL, people leaders shape culture, drive performance, and guide individuals to new heights. If you’re ready to lead with intention, LPL Financial invites you to apply today.

Position

AVP, Growth Manager — you will support the development and growth of the 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 deploy programs and initiatives that enable clients (Financial Advisors) to grow their practices and bolster the advisor community.

Responsibilities

• Lead end-to-end program management for strategic growth programs, from planning through execution, ensuring alignment with organizational 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 to ensure sales enablement efforts align with 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 capabilities expansion.

What we’re looking for

We seek strong collaborators who can deliver a world-class client experience. You should thrive in a fast-paced environment, be client-focused, team-oriented, and able to execute in a way that encourages creativity and continuous improvement.

Qualifications

• 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 20%.

Core Competencies

• Self-starter with initiative, urgency, and accountability.
• Strong execution and project management skills.
• Advisor-focused and customer service mindset.
• Ability to manage multiple projects and priorities.
• Entrepreneurial attitude with the ability to influence.
• Curiosity, innovation, and desire for continuous improvement.

Preferences

• Bachelor’s Degree in Finance, Business, or related field.
• Series 7, 66, 9 & 10.
• Strong interpersonal, communication, and presentation skills.
• Strategic thinker who can assess complex problems, prioritize issues, and maintain strong execution focus.
• Demonstrated ability to influence at all levels.

Pay Range and Benefits

Pay Range: $99,910.00 - $166,448.00. Actual base salary varies based on factors including relevant skills, prior experience, education, internal salary benchmarks, demonstrated performance, and geographic location. LPL Total Rewards package includes benefits such as 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. We support over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets. We offer a wide range of advisor affiliation models, investment solutions, fintech tools, and practice management services. For more information, visit www.lpl.com.

Application and Compliance

Please log in or create an account to apply. Principals only. EOE. LPL will communicate with applicants from an @lplfinancial.com email address and will not conduct interviews online or in chat rooms. For questions about the application process, contact LPL’s Human Resources Solutions Center at [phone].

Information on Interviews: LPL will not request payment or bank/credit card information during interviews. For more about LPL, visit www.lpl.com.