Vice President, Growth Manager at LPL Financial | Boston, Massachusetts | Rezi

Vice President, Growth Manager at LPL Financial

Vice President, Growth Manager

LPL Financial · Boston, Massachusetts

Today

Vice President, Growth Manager

LPL Financial · Boston, Massachusetts

20 hours ago
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About the Role

As a VP, Growth Manager, you will drive and execute the overall sales strategy alongside the SVP of Field Management. You will be responsible for deploying programs and initiatives to drive growth and act as a liaison between clients and the supporting organization to ensure integration and success.

Responsibilities

  • Provide fact-based insights, quantitative and qualitative analysis, and KPI tracking to drive advisor growth and optimize sales processes.
  • Design and deliver sales enablement and growth initiatives, including program creation and project management.
  • Partner cross-functionally to identify scalable best practices and drive growth in advisory assets, client wallet share, and adoption of LPL Business Solutions.
  • Build support for growth initiatives by developing stakeholder trust and gathering advisor insights.
  • Act as a liaison between advisors, Field Management, and home office partners to ensure alignment and clear communication.
  • Support the advisor community through conferences, forums, and digital engagement.
  • Partner with the events team and external wholesalers on conference strategy, funding, and execution.

Requirements

  • 5+ years of financial services experience and business management expertise.
  • 5+ years of experience in the independent advisor space.
  • 5+ years of project management experience.
  • Ability to travel up to 30%.

Skills

  • Strategic thinking and complex problem assessment.
  • Exceptional communication and presentation skills.
  • Strong interpersonal skills and ability to build trust.
  • Project management and effective delegation.
  • Entrepreneurial attitude and influence.
  • Self-starter with a sense of urgency and accountability.
  • Innovation and continuous improvement mindset.

Experience Level

  • 5+ years of experience

Education Level

  • Bachelor's degree (preferred)
  • Series 7 (preferred)
  • Series 66 (preferred)

Salary/Compensations

  • $142,552.00 - $237,518.00

Benefits

  • 401K matching
  • Health benefits
  • Employee stock options
  • Paid time off
  • Volunteer time off

About the Company

  • LPL Financial Holdings Inc. is a fast-growing wealth management firm in the U.S.
  • Supports over 32,000 financial advisors and 1,100 financial institutions.
  • Services and custodies approximately $2.3 trillion in brokerage and advisory assets.

Equal Opportunity

  • EOE