📌 Core Information
🔹 Job Title: VP Growth Strategist
🔹 Company: LPL Financial
🔹 Location: San Diego, Fort Mill/Charlotte, Boston
🔹 Job Type: Full-Time
🔹 Category: Financial Services
🔹 Date Posted: May 12, 2025
🔹 Experience Level: 10+ years
🔹 Remote Status: On-site
🚀 Job Overview
Key aspects of this role include:
- Identifying major growth opportunities for LPL and financial advisors
- Leading and supporting initiatives that significantly impact LPL’s growth
- Collaborating across the firm to maintain alignment on vision and strategy
- Developing actionable plans and metrics for execution
ASSUMPTION: This role requires a strategic mindset, strong analytical skills, and the ability to work effectively with cross-functional teams.
📋 Key Responsibilities
✅ Identify major growth opportunities for LPL and financial advisors
✅ Lead and support initiatives that significantly impact LPL’s growth
✅ Collaborate across the firm to maintain alignment on vision and strategy
✅ Develop actionable plans and metrics for execution
✅ Take a data-driven approach to uncovering value pools
✅ Conduct interviews and external research to determine customer needs and market solutions
✅ Create best-in-class reports and prepare presentations related to LPL’s growth initiatives
✅ Be willing and excited to be a “utility player”
✅ 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
ASSUMPTION: This role involves a mix of strategic thinking, market research, and data analysis, as well as strong communication and presentation skills.
🎯 Required Qualifications
Education: Bachelor’s degree in Business, Strategy, Data, Engineering, or the Liberal Arts
Experience: 7+ years of experience in strategy or management consulting, particularly in growth strategy and product development
Required Skills:
- Superior analytical skills with an ability to identify relevant data and present in an actionable manner
- Superior people and communication skills
- Superior presentation skills and ability to build a story narrative
- Robust knowledge of the wealth management industry and how financial advisors grow their business
Preferred Skills:
- Management consulting experience
- Able to take complex topics and make them easy to understand
- Experience merging human-centered design with growth strategy
- Master of Business Administration (MBA) degree
ASSUMPTION: Candidates should have a strong background in growth strategy, market research, and data analysis, with a proven track record in a similar role.
💰 Compensation & Benefits
Salary Range: $155,300 - $258,800/year
Benefits:
- 401K matching
- Health benefits
- Employee stock options
- Paid time off
- Volunteer time off
Working Hours: 40 hours per week
ASSUMPTION: The salary range is estimated based on industry standards for a VP-level role in the financial services industry. Benefits are typical for a company of LPL Financial’s size and industry.
📌 Applicant Insights
🔍 Company Context
Industry: LPL Financial operates in the competitive financial services industry, focusing on providing independent financial advisors and institutions with the tools and resources they need to succeed.
Company Size: LPL Financial is a mid-sized company with approximately 5,000-10,000 employees, providing a collaborative and dynamic work environment.
Founded: LPL Financial was founded in 1989 and has since grown to become a leader in the retail financial advice market.
Company Description:
- LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer.
- The company serves independent financial advisors and financial institutions, providing them with technology, research, clearing, and compliance services, as well as practice management programs.
- LPL enables advisors to provide personalized guidance to millions of American families seeking wealth management, retirement planning, financial planning, and asset management solutions.
Company Specialties:
- Independent Broker/Dealer
- Institution Services
- RIA
- Independent Advisors
- Custom Clearing Services
Company Website: LPL Financial
ASSUMPTION: LPL Financial is a well-established company with a strong reputation in the financial services industry. Its size and industry position provide opportunities for growth and career advancement.
📊 Role Analysis
Career Level: This role is at the Vice President level, indicating a high level of responsibility and strategic decision-making.
Reporting Structure: The VP Growth Strategist will report directly to the Head of Growth Strategy and work closely with other senior leaders across the firm.
Work Arrangement: This role is on-site, with the primary location in San Diego, but may also require travel to other LPL Financial offices in Fort Mill/Charlotte and Boston.
Growth Opportunities:
- Potential to shape LPL Financial’s growth strategy and have a significant impact on the company’s success
- Opportunity to work closely with senior leadership and gain valuable experience in strategic planning and execution
- Possibility to grow within the Growth Strategy team or explore other opportunities within LPL Financial
ASSUMPTION: This role offers a unique opportunity for candidates to make a significant impact on a Fortune 500 company and grow both personally and professionally.
🌍 Location & Work Environment
Office Type: LPL Financial has multiple office locations, with the primary office for this role being in San Diego, CA.
Office Location(s): San Diego, CA; Fort Mill/Charlotte, SC; Boston, MA
Geographic Context:
- San Diego, CA: A coastal city in Southern California with a Mediterranean climate, offering a high quality of life, diverse culture, and numerous outdoor activities
- Fort Mill/Charlotte, SC: A suburban area near Charlotte, NC, with a humid subtropical climate, offering a mix of urban and rural living, with easy access to cultural attractions and outdoor recreation
- Boston, MA: A historic city in the Northeast with a humid continental climate, known for its rich history, cultural attractions, and strong educational institutions
Work Schedule: The work schedule for this role is Monday through Friday, with the possibility of occasional overtime or weekend work as needed.
ASSUMPTION: The work environment at LPL Financial is collaborative and dynamic, with a strong focus on driving growth and innovation in the financial services industry.
💼 Interview & Application Insights
Typical Process:
- Phone or video screen with a member of the Growth Strategy team
- On-site interview with the Head of Growth Strategy and other senior leaders
- Final interview with the Chief Growth Officer
Key Assessment Areas:
- Strategic thinking and problem-solving skills
- Analytical and data interpretation abilities
- Communication and presentation skills
- Cultural fit and alignment with LPL Financial’s values
Application Tips:
- Tailor your resume and cover letter to highlight your relevant experience and skills for this role
- Be prepared to discuss your experience with growth strategy, market research, and data analysis
- Demonstrate your ability to think strategically and solve complex problems
- Showcase your strong communication and presentation skills
ATS Keywords: Growth Strategy, Market Research, Data Analysis, Strategic Thinking, Financial Services, Wealth Management, Retail Financial Advice, Independent Advisors, LPL Financial
ASSUMPTION: The interview process for this role is designed to assess the candidate’s strategic thinking, analytical skills, and cultural fit with LPL Financial.
🛠️ Tools & Technologies
- Microsoft Office Suite (Word, Excel, PowerPoint)
- Data analysis and visualization tools (e.g., Tableau, Power BI)
- Project management tools (e.g., Asana, Jira)
- Collaboration and communication tools (e.g., Slack, Microsoft Teams)
ASSUMPTION: This role requires proficiency in Microsoft Office Suite and data analysis tools, as well as strong communication and collaboration skills.
👔 Cultural Fit Considerations
Company Values:
- Put Clients First
- Do the Right Thing
- Collaborate and Win Together
- Create and Share Joy
- Pursue Greatness
Work Style:
- Collaborative and team-oriented
- Fast-paced and dynamic
- Focused on driving growth and innovation
- Data-driven and analytical
Self-Assessment Questions:
- How do you align with LPL Financial’s core values, particularly ‘Put Clients First’ and ‘Do the Right Thing’?
- How comfortable are you working in a fast-paced, dynamic environment, and how do you thrive in such a setting?
- How do you approach collaboration and teamwork, and how do you ensure that your work contributes to the success of the broader team?
ASSUMPTION: LPL Financial values candidates who are strong collaborators, driven to succeed, and committed to delivering exceptional client experiences.
⚠️ Potential Challenges
- Working in a fast-paced environment with tight deadlines and competing priorities
- Navigating a large organization with multiple stakeholders and competing agendas
- Managing up and influencing senior leaders with limited direct authority
- Balancing strategic thinking with tactical execution and day-to-day responsibilities
ASSUMPTION: These challenges are inherent in a role of this nature and can be overcome with strong communication, collaboration, and strategic problem-solving skills.
📈 Similar Roles Comparison
- This role is unique in its focus on growth strategy and its impact on LPL Financial’s overall success
- Similar roles in other organizations may have a narrower focus or less influence on the company’s strategic direction
- Career paths in this role may lead to senior leadership positions within LPL Financial or other organizations
ASSUMPTION: This role offers a unique opportunity to shape LPL Financial’s growth strategy and have a significant impact on the company’s success.
📝 Key Questions to Ask During Interview
- What are the top priorities for this role in the first 30, 60, and 90 days?
- How does this role fit into the broader organizational structure, and how will I collaborate with other teams and departments?
- What are the key challenges facing LPL Financial in the next 1-3 years, and how will this role address them?
- How does LPL Financial support the growth and development of its employees, particularly in this role?
- What is the company’s long-term vision for growth, and how will this role contribute to its achievement?
ASSUMPTION: Asking these questions demonstrates your interest in the role and your commitment to driving LPL Financial’s success.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Tailor your resume and cover letter to highlight your relevant experience and skills for this role
- Prepare for the interview by researching LPL Financial and the financial services industry, and be ready to discuss your experience with growth strategy, market research, and data analysis
- Practice presenting your ideas and solutions in a clear and concise manner
- Follow up with the hiring manager within 24 hours after the interview to express your appreciation and reiterate your interest in the role
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
