AVP, Growth Manager

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.

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.

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 30%, with occasional visits to a designated office location as business needs require.

Core Competencies

• Self-starter; willingness to take the initiative with a strong sense of urgency and accountability
• Strong execution and project management skills
• Advisor-focused and customer service mindset
• Ability to manage multiple projects
• Entrepreneurial attitude with the tenacity to influence
• Curious 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