Vice President, Growth Manager
LPL Financial · Boston, MA · 3 wk ago
Marketing$143k–$238k/yrFull-time
Job Overview
As the 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. You will act as a liaison between our clients and our supporting organization to drive integration and success.
Responsibilities
- 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 30%
Core Competencies
- A strategic thinker who can assess complex problems, prioritize key issues, focus on relevant facts and maintain a strong execution focus
- Exceptional communication and presentation skills, including experience presenting complex data to achieve organizational buy-in
- Strong interpersonal skills, with the ability to build trust and respect while at the same time being able to maintain the integrity of the model
- Ability to manage multiple complex projects simultaneously using effective delegation and project management systems
- Entrepreneurial attitude with the tenacity to influence
- Self-starter; willingness to take the initiative with a strong sense of urgency and accountability
- Curiosity to innovative and desire for continuous improvement
Preferences
- Bachelor's degree
- Series 7, 66
- Demonstrated ability to influence at all levels