Growth Strategy Lead for Advisor Network

LPL Financial LLC; New York (NY); Hybrid; 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 you to lead growth initiatives for the advisor community in the New York market. As AVP, Growth Manager, you will drive end-to-end programs supporting the LPL-supported advisor affiliation and collaborate with Field Management to execute scalable growth strategies.

You will partner with Sales leadership, plan events with wholesalers, analyze performance data, and ensure alignment with business priorities.

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 20%.

Responsibilities

• Lead end-to-end program management for strategic growth programs, from planning through execution, ensuring alignment with organizational 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; serve 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 to ensure sales enablement efforts align with 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 broader growth goals.
• Collect voice of the client feedback and data to support capabilities expansion.

Skills

Financial services experience

Excel proficiency

Project management

Travel up to 20%

Education

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

Job description

LPL Financial invites you to lead growth initiatives for the advisor community in the New York market. As AVP, Growth Manager, you will drive end-to-end programs supporting the LPL-supported advisor affiliation and collaborate with Field Management to execute scalable growth strategies.

You will partner with Sales leadership, plan events with wholesalers, analyze performance data, and ensure alignment with business priorities.