AVP, Growth Strategy – Execution

LPL Financial

. Lead and support initiatives with a material impact on LPL and its clients .

Posted 10/7/2026full-timeUnited StatesLead💰 $117,935 - $196,524 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in strategy development and execution, with a strong focus on data insights and communication. Capable of leading cross-functional initiatives and delivering impactful presentations in the wealth management industry.

Highest-signal resume keywords

Strategy DevelopmentData AnalysisPresentation SkillsManagement Consulting ExperienceWealth Management Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data InsightsGrowth StrategyBusiness ManagementProcess ImprovementReport BuildingHuman-Centered DesignProject ExecutionData ManagementAnalytical SkillsPresentation Development

Soft Skills

Communication SkillsCollaborationInterpersonal SkillsStorytellingFeedback Reception

Tools & Technologies

PowerPoint

Certifications & Qualifications

Master of Business Administration (MBA)

Industry Keywords

Wealth ManagementFinancial AdvisorsBusiness Continuity PlanningGrowth HackingInnovationNew VenturesProduct StrategyClient EngagementCross-Functional ChangeTeam Events

About the role

Key responsibilities & impact

Lead and support initiatives with a material impact on LPL and its clients
Build strategic perspectives and lead project execution
Collaborate with key partners and leaders across LPL
Interact with advisors to receive feedback and uncover insights
Lead data insights and reporting for assigned projects
Create and deliver presentations on growth strategies, data insights, project plans, and updates
Execute strategy and business management responsibilities
Maintain key communication channels and data management
Work with internal partners to prepare key deliverables
Support Business Continuity Planning efforts
Manage special projects, including process improvements, data analysis/compilation, presentations, and report building
Drive cross-functional change efforts on behalf of the Chief of Staff
Develop materials and PowerPoint presentations on an ad hoc basis
Support planning and execution of team events and engagement activities

Requirements

What you’ll need

5+ years of experience in strategy or management consulting, including growth strategy, growth “hacking”, innovation and new ventures, product strategy & development, or business management
Analytical skills to identify relevant data and insights and present them in an actionable manner
Superior people and communication skills
Superior presentation skills and ability to build a story narrative
Ability to make complex topics easy to understand
Experience merging human-centered design with growth strategy
Strong knowledge of the wealth management industry and how financial advisors operate their business preferred
Management Consulting experience preferred
Master of Business Administration (MBA) degree preferred

Benefits

Comp & perks

401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
Competitive LPL Total Rewards package