LPL Financial · 1 day ago
VP, Growth Solution Strategist
New York, NY
Full-time
Onsite
Mid, Senior Level
$165K/yr - $274K/yr
7+ years expLPL Financial is a leading wealth management firm that empowers professionals to help clients achieve their financial goals. The VP, Growth Solution Strategist will lead the strategy and roadmap for digital growth solutions aimed at supporting financial advisors in growing their businesses, ensuring these solutions are effectively integrated and deliver measurable outcomes.
FinanceFinancial Services
Responsibilities
Lead the multi-year strategy and roadmap for a portfolio of digital growth solutions that help financial advisors grow and run better businesses
Define the role and positioning of each solution within the overall advisor growth journey, and how they should work together as an integrated experience
Translate growth strategies, customer insights, and market trends into clear product direction, themes, and priorities for product and technology teams
Use data, research, and experimentation to identify opportunities, size impact, and make thoughtful trade-offs across the portfolio
Collaborate closely with experience, program, and field-facing teams to ensure new capabilities are practical, well-adopted, and delivering measurable outcomes
Establish and track success metrics (adoption, engagement, business impact) for key solutions and adjust the roadmap based on what you learn
Sponsor pilots and test-and-learn initiatives, incorporating results into future releases and long-term plans
Serve as a visible champion for advisor growth solutions across the firm, aligning senior stakeholders on vision priorities and progress
Qualification
Required
Bachelor's degree in Business, Economics, Strategy, Engineering, or related field
7+ years of experience in product strategy, product management, management consulting, corporate strategy, or a related role, with significant exposure to digital products
4+ years' experience owning strategy and roadmap for complex products or platforms from concept through launch and scale
4+ years' experience in the wealth management industry with robust knowledge of how financial advisors grow their business
Demonstrated ability to lead through influence and collaborate across business, product, technology, and operations teams
Strong analytical and problem-solving skills; able to connect data, customer insight, and business objectives into clear recommendations
Excellent communication and storytelling skills, including experience presenting to senior leaders
Preferred
Management Consulting experience
Experience in financial services, fintech, or other B2B environments where you've built tools or platforms for professionals
Prior work on growth, customer experience, or digital transformation initiatives
Comfort with experimental methods (e.g., pilots, A/B testing) and using them to inform product decisions
MBA or other advanced degree is a plus, but not required
Benefits
401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
And more
Company
LPL Financial
LPL Financial provides investment solutions and tools for independent financial advisors.
5001-10000 employees
H1B Sponsorship
LPL Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (106)
2024 (105)
2023 (122)
2022 (127)
2021 (65)
2020 (44)
Funding
Current Stage
Public CompanyTotal Funding
$2.5B2025-03-31Post Ipo Equity· $1.5B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO
Leadership Team
Rich Steinmeier
Interim CEO
Sid Vyas
Chief Technology Officer/EVP
Recent News
2026-01-13
2026-01-12
Investment News
2026-01-11
Company data provided by crunchbase