LPL Financial
AVP, Growth Operations
LPL Financial, San Diego, CA
Are you a team player? Are driven by making meaningful connections with clients and peers? Are you interested in building impactful events to accelerate growth? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!
Excited to learn more? If so, then this could be the role for you
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
Job Overview:
The AVP, Growth Operations leader is responsible for developing an engagement strategy to implement both sales/marketing campaigns and events to drive sales through the insurance agency and the trust company to achieve strategic goals. This role requires a self-driven and solutions-oriented executor that can develop and launch multi-channel communications, deliver upon successful events, and build action-oriented reports. As an instrumental collaborator, the AVP, Growth Operation leader will focus on developing strong relationships with advisors and with other key internal partners, building executable sales plays/cadence for internal teams, reporting on outcomes from campaigns and events, and sharing data-driven insights to improve operational performance of the organization. As needed, may require monthly travel to support in-person events.
Responsibilities:
Contribute to the way that we deliver exceptional advisor experiences by driving value across a breadth of different channels - events, webinars, campaigns, and other forms of outreach:
What are we looking for?
We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.
Requirements:
Core Competencies:
Preferences:
Pay Range:
$94,700.00 - $157,800.00
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Why LPL?
At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.
We are one team on one mission. We take care of our advisors, so they can take care of their clients.
Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.
Want to hear from our employees on what it's like to work at LPL? Watch this!
We take social responsibility seriously. Learn more here
Want to see info on our benefits? Learn more here
Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an lfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at ([redacted].
Excited to learn more? If so, then this could be the role for you
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
Job Overview:
The AVP, Growth Operations leader is responsible for developing an engagement strategy to implement both sales/marketing campaigns and events to drive sales through the insurance agency and the trust company to achieve strategic goals. This role requires a self-driven and solutions-oriented executor that can develop and launch multi-channel communications, deliver upon successful events, and build action-oriented reports. As an instrumental collaborator, the AVP, Growth Operation leader will focus on developing strong relationships with advisors and with other key internal partners, building executable sales plays/cadence for internal teams, reporting on outcomes from campaigns and events, and sharing data-driven insights to improve operational performance of the organization. As needed, may require monthly travel to support in-person events.
Responsibilities:
Contribute to the way that we deliver exceptional advisor experiences by driving value across a breadth of different channels - events, webinars, campaigns, and other forms of outreach:
- Oversee the Core Carrier program and sponsorship payments, reconciliation, and associated events
- Plan and execute in person and virtual events, includes logistics, budgeting, and event coordination
- Support the internal sales teams and contractual clients in introducing new products and services through content and presentation creation
- Own the reporting and outcomes from various events and campaigns, creating targets and tracking relevant metrics that measure success
- Work collaboratively across business units to provide service and to facilitate cross referrals
- Maintain accurate and up-to-date advisor and client-facing marketing
What are we looking for?
We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.
Requirements:
- 3+ years experience in sales and/or marketing of wealth management services and products (e.g., Insurance, Trust, Investments, Annuities, etc.)
- 3-5 years+ in a Marketing or Event Planning role
- Ability to travel up to once/month
Core Competencies:
- Event planning and execution
- Content creation including presentation building for various sales teams
- Proven success in managing relationships with marquis clients
- Experience building, executing and scaling cross-functional marketing programs
Preferences:
- Ability to mentor/coach other peers and team members toward achieving a shared goal
- Strong organizational skills and keen attention to detail
- Experience building strategies that are connected to operational measures of success and ability to communicate results to a broader audience
Pay Range:
$94,700.00 - $157,800.00
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Why LPL?
At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.
We are one team on one mission. We take care of our advisors, so they can take care of their clients.
Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.
Want to hear from our employees on what it's like to work at LPL? Watch this!
We take social responsibility seriously. Learn more here
Want to see info on our benefits? Learn more here
Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an lfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at ([redacted].