VP, Growth Strategist

LPL Financial•Boston, MA

About The Position

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.

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
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

Nice To Haves

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

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