Sr. Growth Manager

LPL Financial•San Diego, CA

About The Position

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: Field Management provides end-to-end leadership support to advisors and staff through managing personnel, practices, and properties to drive outsized growth and satisfaction. As part of the Field Management team, you will have the opportunity to directly live out LPL’s mission: We take care of our advisors, so they can take care of their clients. As the Sr Growth Manager, you will be part of the team driving the development and growth by creating and executing the overall sales strategy. You will be responsible for deploying programs and initiatives that enable Financial Advisor practice growth and bolster the advisor community. What are we 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. 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. Each year, thousands of financial professionals successfully manage billions of dollars in assets. Because our company is not too big and not too small, you can seize the opportunity to make a real impact. To learn more about our organization visit our About LPL page. As reported by Financial Planning magazine, June 1996-2019, based on total revenue.

Requirements

3+ years of wealth management experience as a financial advisor or comparable product area or management expertise
2+ years of project management experience
Ability to travel up to 20%
A strategic thinker who can assess complex problems, prioritize key issues, focus on relevant facts and maintain a strong execution focus autonomously
Strong interpersonal skills with the ability to build trust
Exceptional communication and presentation skills with demonstrated ability to influence at all levels
Confident, flexible and resilient team player that places importance on winning together
History of unwavering commitment to the pursuit of greatness
Strong Advisor-focused and customer service mindset
Entrepreneurial attitude with the tenacity to influence and lead by example
Self-starter; willingness to take the initiative with a strong sense of urgency and accountability
Curiosity to innovative and desire for continuous improvement
Willing and able to create and share joy in our work

Nice To Haves

FINRA Series 7/66 (or equivalent) preferred; Series 9/10 or 24 is a plus
Bachelor’s Degree in Finance, Business, or a related field
Ability to manage multiple projects

Responsibilities

Develop, execute and manage growth strategies to drive organic growth and advisor retention.
Determine KPIs and track towards the growth success of the organization.
Collaborate with cross functional teams (Advisory Solutions, Financial Planning, Marketing, etc.) to gain alignment and implement growth initiatives.
Partner with Field Leaders to drive the growth of advisory assets, greater client wallet share and adoption of additional LPL services.
Support the growth of the advisor community through conferences, forums and digital community.
Analyze data to identify trends to formulate action plans to positively position the affiliation models as the most profitable models within the firm.
Act as primary point of contact for Field Leadership to assist with coordinating recruiting meetings and sourcing appropriate home office speakers.
Execute project deliverables ensuring that sales efforts deliver on the strategic goals