AVP, Growth Strategy & Execution

LPL Financial LLC; Fort Mill, Town of Charlotte (SC, NY); On-site; USD 118,000 - 197,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Job summary

LPL Financial LLC is seeking an AVP to drive growth initiatives, align with financial advisors, and turn insights into action. You will own go-to-market strategies, prioritize initiatives, and partner with leaders across the organization to deliver high-impact results.

The role requires strong analytical abilities, excellent communication, and the capacity to manage complex programs in a fast-paced environment.

Qualifications

• 5+ years of experience in strategy or management consulting (growth strategy, product strategy, business management).
• Strong analytical and data interpretation capabilities with ability to present actionable insights.
• Excellent collaboration, communication, and storytelling skills with senior stakeholders.

Responsibilities

• Lead and support strategic initiatives with material impact for LPL and clients.
• Build strategic perspectives and lead project execution across partners and leaders.
• Interact with advisors to gather feedback and uncover Insights; deliver data-driven presentations.

Skills

Analytical skills

Communication skills

Presentation skills

Simplifying complex topics

Human-centered design

Education

MBA preferred

Job description

Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview

The AVP role will be a key player in turning ideas into actions that drive the future growth of LPL, and deeper engagement with our financial advisors into reality. We are looking for candidates who are adept at identifying market opportunities, prioritizing initiatives, developing go-to-market strategies, reaching product-market fit, and tracking results. The AVP role will be part of our fast-paced Client Success Business Management & Strategy team where LPL dreams big – setting an ambitious vision – then owns, develops, and drives the highest impact levers – turning this vision into reality. Our AVPs combine strategic thinking, human-centered design, market research & sizing, business management, and data analysis to explore, ideate, and incubate the opportunities that will set LPL apart from the competition. This is based in either our Ft. Mill or Tempe office.

Responsibilities

• Lead and support initiatives that will have a material impact on LPL and our clients
• Build strategic perspectives and lead project execution
• Collaborate with key partners and leaders across LPL
• Interact with advisors to receive feedback and uncover insights
• Lead data insights and reporting for assigned projects
• Create and deliver presentations (e.g. growth strategies, data insights, project plans and updates) - that will be presented to partners and leaders throughout the organization
• 50/50 Strategy execution and Business management
• Maintain key communications channels and data management
• Work with internal partners on preparation of key deliverables
• Support Business Continuity Planning efforts
• Manage special projects such as process improvements, data analysis/compilation, presentations, report building
• Drive cross-functional change efforts on behalf of the Chief of Staff
• Develop materials and PowerPoint presentations on an ad hoc basis
• Support successful planning and execution of team events and engagement activities

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.

Requirements

• 5+ years of experience in either strategy or management consulting in areas that include; growth strategy, growth “hacking”, innovation and new ventures, product strategy & development, business management

Core Competencies

• 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
• Able to take complex topics and make them easy to understand
• Experience of merging human-centered design with growth strategy

Preferences

• Strong knowledge of the wealth management industry and how financial advisors operate their business
• Management Consulting experience
• Master of Business Administration (MBA) degree preferred

Pay Range

Pay Range: $117,935.00 - $196,524.00 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 a thriving business. 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.

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 [phone].

EAC 5.19.26 LPL Financial is the nation’s largest independent broker-dealer.* Our company is widely known for its financial strength, exceptional service, and favorable industry reputation among financial professionals. To understand who we are, it’s important to know our core belief: financial guidance is a fundamental need for everyone. LPL Financial creates the space to let you do what you do best – create personal, long-term client relationships that turn financial aspirations into realities. Each year, thousands of financial professionals successfully manage billions of dollars in assets. Because our company is not too big and not too small, you can seize the opportunity to make a real impact. To learn more about our organization visit our About LPL page.

We Are LPL Benefits Culture Social Responsibility

Want to learn more about the benefits of working at LPL? Check out the links below! We Are LPL Benefits Culture Social Responsibility

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