AVP, Growth Strategy & Execution

Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

The AVP role will be a key player in turning ideas into actions that drive the future growth of LPL, and deeper engagement with our financial advisors into reality. We are looking for candidates who are adept at identifying market opportunities, prioritizing initiatives, developing go-to-market strategies, reaching product-market fit, and tracking results. The AVP role will be part of our fast-paced Client Success Business Management & Strategy team where LPL dreams big – setting an ambitious vision – then owns, develops, and drives the highest impact levers – turning this vision into reality.

Our AVPs combine strategic thinking, human-centered design, market research & sizing, business management, and data analysis to explore, ideate, and incubate the opportunities that will set LPL apart from the competition. This is based in either our Ft. Mill or Tempe office.

• Lead and support initiatives that will have a material impact on LPL and our clients
• Build strategic perspectives and lead project execution
• Collaborate with key partners and leaders across LPL
• Interact with advisors to receive feedback and uncover insights
• Lead data insights and reporting for assigned projects
• Create and deliver presentations (e.g. growth strategies, data insights, project plans and updates) - that will be presented to partners and leaders throughout the organization
• 50/50 Strategy execution and Business management
• Maintain key communications channels and data management
• Work with internal partners on preparation of key deliverables
• Support Business Continuity Planning efforts
• Manage special projects such as process improvements, data analysis/compilation, presentations, report building
• Drive cross-functional change efforts on behalf of the Chief of Staff
• Develop materials and PowerPoint presentations on an ad hoc basis
• Support successful planning and execution of team events and engagement activities

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

• 5+ years of experience in either strategy or management consulting in areas that include; growth strategy, growth “hacking”, innovation and new ventures, product strategy & development, business management

• Analytical skills with an ability to identify relevant data + insights and present in an actionable manner
• Superior people and communication skills
• Superior presentation skills & ability to build a story narrative
• Able to take complex topics and make them easy to understand
• Experience of merging human-centered design with growth strategy

• Strong knowledge of the wealth management industry and how financial advisors operate their business
• Management Consulting experience
• Master of Business Administration (MBA) degree preferred

Pay Range: $ - $ 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,…