AVP, Growth Manager

LPL Financial; San Diego (CA); On-site; USD 99,869 - 166,448; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial is seeking an AVP, Growth Manager to lead strategic growth programs for advisor affiliation with Linsco/Liquidity & Succession model, partnering with the Field Management Team. You will deploy programs, manage governance and drive initiatives that support client and advisor growth.

Ideal candidate has 5+ years in financial services, strong project management and Excel skills, and ability to travel up to 30%.

Qualifications

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

Responsibilities

• Lead end-to-end program management for strategic growth programs, from planning through execution, ensuring alignment with priorities and measurable outcomes.
• Develop and operationalize program governance frameworks, including project plans, timelines, dependencies and communication cadences.
• Partner with events team and external wholesalers on conference planning, funding, invitations and execution; primary contact 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 sales enablement supports strategic goals.
• Perform quantitative and qualitative analyses to identify scalable best practices.
• Gather insights and collaborate with cross-functional teams to improve processes and growth alignment.
• Collect voice of the client feedback and data to support capabilities expansion.

Skills

Five+ years financial services

Excel proficiency

Project management

Education

Bachelor’s degree in Finance/Business

Job description

Lead with Purpose, Unlock Your Team’s Passion

At LPL, people leaders hold the key to the employee experience — shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we all win – clients, LPL, and most importantly our, employees.

Job Overview

As the AVP, Growth Manager, you will support the development and growth of our LPL supported advisor affiliation with 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; service 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 in order to execute initiatives that improve processes and ultimately align with broader growth goals
• 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 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 to innovative and 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

#LPL-PA

Pay Range

$99,910.00 - $166,448.00

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 Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K 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. As a leader in the financial advisor-mediated marketplace(6) , LPL supports 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 on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run thriving businesses. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com.

Principals only. EOE.

Information on Interviews

LPL will only communicate with a job applicant directly from a @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 [phone].

EAC 5.19.26