AVP - Growth Manager

October 22

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LPL Financial

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Independent Broker/Dealer • Institution Services • RIA • Independent Advisors • Custom Clearing Services

5001 - 10000

Description

• Support the development and growth of a new LPL Advisor affiliation model by driving and executing the overall sales strategy alongside the National Branch Manager. • Responsible for deploying programs and initiatives that enable Financial Advisor practice growth and bolster the advisor community. • Serve as a trusted advisor to Sales leadership, providing fact-based insights to drive results and optimize the sales process. • Drive the new affiliation model’s growth while maintaining high advisor satisfaction. • Critical in building support and momentum for key initiatives driving growth. • 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. • Determine and track towards KPI’s around the growth success of the organization. • Partner with Regional Branch Managers to drive growth of advisory assets, greater client wallet share and adoption of additional LPL Business Solution services. • Support the growth of the advisor community through conferences, forums and digital community. • Act as a liaison between the Advisors and the home office partners in an effort to deliver the firm and provide resources. • Responsible for collecting voice of the client feedback and data to support capabilities expansion.

Requirements

• 5+ years of financial services experience and business management expertise • Ability to travel up to 20% • Experience working in the independent advisor space • Project management experience • 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

Benefits

• 401K matching • health benefits • employee stock options • paid time off • volunteer time off