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LPL Financial · 14 hours ago

VP, Growth Strategist

Boston

Full-time

Onsite

Mid, Senior Level

$145K/yr - $242K/yr

7+ years exp

LPL Financial is among the fastest growing wealth management firms in the U.S., empowering professionals to shape their success while helping clients pursue their financial goals. The VP, Growth Strategist will be instrumental in identifying market opportunities and developing strategies to drive the future growth of the company and its financial advisors.

FinanceFinancial Services

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

Qualification

Growth strategyMarket researchData analysisHuman-centered designWealth management experienceCommunication skillsPresentation skillsCollaborationStrategic thinking

Required

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