Growth Programs Lead for Wealth Advisor Growth

LPL Financial; Fort Mill (SC); On-site; USD 99,910 - 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 drive the growth of our LPL-supported advisor affiliation with the Linsco/Liquidity & Succession model. You will lead end-to-end program management for strategic growth programs, partnering with field management and external wholesalers to execute initiatives that bolster advisor growth and client experiences.

The role requires 5+ years in financial services/wealth management, strong Excel and project management skills, and up to 30% travel.

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 30%, with occasional visits to a designated office location as business needs require.

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.

Skills

Project management

Customer service

Cross-functional collaboration

Strategic thinking

Execution

Influence

Curiosity for innovation

Education

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

Series 7, 66, 9 & 10 licenses

Tools

Excel

Job description

LPL Financial is seeking an AVP, Growth Manager to drive the growth of our LPL-supported advisor affiliation with the Linsco/Liquidity & Succession model. You will lead end-to-end program management for strategic growth programs, partnering with field management and external wholesalers to execute initiatives that bolster advisor growth and client experiences.

The role requires 5+ years in financial services/wealth management, strong Excel and project management skills, and up to 30% travel.