LPL Financial

Vice President, Growth Manager

LPL Financial

full-time

Posted on:

Location Type: Office

Location: New York CityNew YorkUnited States

Visit company website

Explore more

AI Apply
Apply

Salary

💰 $129,548 - $215,914 per year

Job Level

About the role

  • Serve as a trusted advisor, providing fact‑based insights, quantitative and qualitative analysis, and KPI tracking to drive advisor growth, optimize sales processes, and demonstrate business impact.
  • Own, design, and deliver sales enablement and growth initiatives, including program creation, project management, and execution, while continuously optimizing existing approaches to improve efficiency and effectiveness.
  • Partner cross‑functionally to identify scalable best practices, align on broader goals, and drive growth in advisory assets, client wallet share, and adoption of LPL Business Solutions.
  • Build support and momentum for key growth initiatives by developing stakeholder trust, communicating impact, and gathering voice‑of‑the‑advisor insights to inform capability expansion.
  • Act as a liaison between advisors, Field Management, and home office partners to ensure alignment, resource delivery, and clear communication across initiatives and programs.
  • Support and grow the advisor community through conferences, forums, and digital engagement, including designing growth programming, community‑building initiatives, and personalized recognition experiences.
  • Partner with the events team and external wholesalers on conference strategy, funding, invitations, and execution; serve as the primary point person for advisor communications related to Recognition Council trips and ad hoc event needs.

Requirements

  • 5+ years of financial services experience and business management expertise
  • 5+ years experience in the independent advisor space
  • 5+ years of project management experience
  • Ability to travel up to 20%
Benefits
  • 401K matching
  • health benefits
  • employee stock options
  • paid time off
  • volunteer time off
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
quantitative analysisqualitative analysisKPI trackingproject managementsales enablementprogram creationefficiency optimizationbusiness impact analysisstakeholder managementcommunity-building initiatives
Soft Skills
trusted advisorcommunicationcross-functional collaborationrelationship buildingtrust developmentimpact communicationvoice-of-the-advisor gatheringpersonalized recognitionevent coordinationstrategic thinking