VP, Growth Strategist

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

Job Overview:

Do you enjoy exploring ways companies grow? What about exploring ways financial advisors grow? Do you enjoy identifying market opportunities, uncovering their needs, exploring solutions, and reaching product-market fit? Are you interested in supporting initiatives that will have material impact to a Fortune 500 company? Are you passionate about the financial advice industry and what's ahead?

If so, the Vice President role in our Growth Strategy team could be for you!

The VP role will be a key player in turning ideas to drive the future growth of LPL, and our financial advisors, into reality. We are looking for candidates who are adept at identifying market opportunities, prioritizing growth initiatives, developing go-to-market strategies, and reaching product-market fit.

The VP role will be part of our fast-paced Growth Strategy team where LPL dreams big – setting an ambitious growth vision – then owns, develops, and drives the highest impact growth levers – turning this vision into reality. Our VPs combine strategic thinking, human-centered design, market research & sizing, and data analysis to explore, ideate, and incubate the opportunities that will set LPL apart from the competition.

Roles & Responsibilities:   

• Develop and manage a multi-year growth portfolio across organic growth and retention, including identifying major opportunities for LPL and our financial advisors
• Translate opportunities into actionable strategies by conducting research, uncovering advisor and market needs, and designing solution concepts that drive measurable growth
• Incubate and validate new ideas through human-centered design, pilots, and data-driven experimentation to achieve product-market fit
• Turn strategy into action by building clear roadmaps, business cases, and success metrics that guide implementation teams
• Collaborate broadly across the firm including advisors, partner teams, and senior leaders to ensure alignment on vision, priorities, and outcomes
• Create executive ready deliverables that communicate insights, recommendations, and progress to senior leadership
• Serve as a strategic utility player, flexing across discovery, design, analysis, and execution to advance the highest impact growth initiatives for LPL and financial advisors
• Be a key team member in the team responsible for defining and implementing LPL’s growth strategy
• Be an ambassador for LPL, building relationships with business partners to accelerate opportunities  

What we’re looking for?

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.

Requirements:

• Bachelor’s degree in Business, Strategy, Data, Engineering, or the Liberal Arts
• 7+ years of experience in either strategy or management consulting in areas that include: growth strategy, growth “hacking”, innovation and new ventures, product strategy & development
• Experience in the wealth management industry with knowledge of how financial advisors grow their business

Core Competencies:

• Superior 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

Preferences:

• Management Consulting experience
• Able to take complex topics and make them easy to understand
• Experience of merging human-centered design with growth strategy
• Master of Business Administration (MBA) degree preferred

 

Pay Range:

$145,423-$242,372/year

 

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, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

 

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

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