AVP, Growth Manager

Posted Yesterday
Be an Early Applicant
2 Locations
In-Office or Remote
100K-166K Annually
Senior level
Fintech
The Role
Lead and execute growth programs for advisor affiliation models, managing end-to-end program delivery, governance, events, sales enablement, and cross-functional initiatives. Perform quantitative and qualitative analyses, collect client feedback, and provide insights to drive advisor practice growth and measurable business outcomes.
Summary Generated by Built In

Lead with Purpose, Unlock Your Team’s Passion

At LPL, people leaders hold the key to the employee experience — shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we all win – clients, LPL, and most importantly our, employees.

If you're ready to lead with intention and discover what’s possible, LPL Financial invites you to apply today.

Job Overview:

As the AVP, Growth Manager, you will support the development and growth of our LPL supported advisor affiliation with Linsco/ Liquidity & Succession model by supporting and executing the overall growth strategy alongside the Field Management Team.  You will be responsible for deploying programs and initiatives that enable our clients, the Financial Advisors, practice growth and bolster the advisor community.

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.

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements:

  • 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 20%

Core Competencies:

  • Self-starter; willingness to take the initiative with a strong sense of urgency and accountability

  • Strong execution and project management skills

  • Strong Advisor-focused and customer service mindset

  • Ability to manage multiple projects

  • Entrepreneurial attitude with the tenacity to influence

  • Curiosity to innovative and desire for continuous improvement

Preferences:

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

  • Series 7, 66, 9 & 10

  • Strong interpersonal skills, with the ability to build trust

  • Exceptional communication and presentation skills

  • A strategic thinker who can assess complex problems, prioritize key issues, focus on relevant facts and maintain a strong execution focus

  • Demonstrated ability to influence at all levels

#LPL-PA


 

Pay Range:

$99,910.00 - $166,448.00
 
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
 

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.


At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.


For further information about LPL, please visit www.lpl.com.


Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.


Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.


EAC 5.19.26

Skills Required

  • 5+ years of financial services experience, including wealth management
  • 5+ years proficiency using Excel
  • 5+ years of project management experience
  • Ability to travel up to 20%

LPL Financial Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about LPL Financial and has not been reviewed or approved by LPL Financial.

  • Retirement Support Retirement programs include a company 401(k) match that is frequently highlighted as a strong component of total rewards. Feedback suggests these features meaningfully enhance long‑term financial value.
  • Equity Value & Accessibility An employee stock purchase plan with a meaningful discount and lookback is highlighted as accessible ownership. Feedback suggests the plan adds tangible upside beyond base salary.
  • Parental & Family Support Paid parental leave has been expanded alongside family‑building and adoption support. Feedback suggests these benefits compare well to large‑employer standards.

LPL Financial Insights

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The Company
HQ: San Diego, CA
8,926 Employees
Year Founded: 1989

What We Do

Financial advice is changing, and at LPL Financial, we’re at the forefront. We’re building a future where advisors can—with no friction or complexity, as simple as turning the dials—pick the business model, services, technology, and product mix that best meet their clients’ needs. With one platform, one sign-on, and one team to call, you can take your business anywhere you want it to go. There are no limits to your growth, and we’ll partner with you every step of the way. Your greatness is our goal. LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com Securities and Advisory Services offered through LPL Financial. A registered investment advisor, Member FINRA/SIPC.

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