Growth Strategy Lead – Wealth Management Advisors

LPL Financial

Austin (TX)

On-site

USD 99,910 - 166,448

Full time

14 days+

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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 support the development and growth of our LPL-supported advisor affiliation with Linsco/Liquidity & Succession model by supporting and executing the overall growth strategy with the Field Management Team.

You will deploy programs and initiatives that enable clients, the Financial Advisors, to grow their practice and strengthen the advisor community, while collaborating with sales leadership to drive outcomes and optimize processes in a

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
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.