Growth Manager, Advisor Network & Strategy

LPL Financial; Tempe (AZ); On-site; USD 99,910 - 166,448; Full time

Job summary

LPL Financial in Tempe, AZ seeks an AVP, Growth Manager to lead growth initiatives for our advisor affiliation program with Linsco/Liquidity & Succession. You will partner with Field Management to deploy programs that drive advisor practice growth and strengthen the advisor community.

This role requires senior program management, cross-functional collaboration, and the ability to translate strategy into measurable outcomes while delivering a world-class client experience.

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.

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 events teams and external wholesalers on conference planning, funding, invitations and execution; serve as the primary point of 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 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 growth goals
• Collect voice of the client feedback and data to support capabilities expansion.

Skills

Financial services

Excel proficiency

Project management

Travel up to 30%

Education

Bachelor’s Degree in Finance

Job description

LPL Financial in Tempe, AZ seeks an AVP, Growth Manager to lead growth initiatives for our advisor affiliation program with Linsco/Liquidity & Succession. You will partner with Field Management to deploy programs that drive advisor practice growth and strengthen the advisor community.

This role requires senior program management, cross-functional collaboration, and the ability to translate strategy into measurable outcomes while delivering a world-class client experience.