Growth Director, Wealth Management & Advisor Programs

LPL Financial; New York (NY); On-site; 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 an AVP, Growth Manager in New York to lead and scale growth initiatives tied to the Linsco/Liquidity & Succession model. You will partner with Field Management to deploy programs that drive advisor growth and strengthen the advisor community.

You will manage end-to-end projects, build governance, coordinate events with wholesalers, provide data-driven insights to Sales leadership, and execute initiatives that improve processes and outcomes across the organization.

Qualifications

• 5+ years of financial services experience, with wealth management exposure.
• 5+ years of project management experience.
• Proficient in Excel with advanced data analysis skills.

Responsibilities

• Lead end-to-end growth programs from planning through execution.
• Develop governance frameworks and project plans with timelines and dependencies.
• Collaborate with events team and external wholesalers on conferences and advisor communications.

Skills

Wealth management

Excel proficiency

Project management

Travel readiness

Education

Bachelor's Degree in Finance/Business

Job description

LPL Financial invites an AVP, Growth Manager in New York to lead and scale growth initiatives tied to the Linsco/Liquidity & Succession model. You will partner with Field Management to deploy programs that drive advisor growth and strengthen the advisor community.

You will manage end-to-end projects, build governance, coordinate events with wholesalers, provide data-driven insights to Sales leadership, and execute initiatives that improve processes and outcomes across the organization.