📌 Core Information
🔹 Job Title: VP Growth Strategy of Incentives and Rewards
🔹 Company: LPL Financial
🔹 Location: San Diego, California, United States
🔹 Job Type: Full-Time
🔹 Category: Financial Services
🔹 Date Posted: July 2, 2025
🔹 Experience Level: 7+ years
🔹 Remote Status: On-site
🚀 Job Overview
Key aspects of this role include:
- Identifying major growth opportunities for LPL and financial advisors
- Leading strategic vision for incentives and rewards programs
- Connecting strategic vision to execution-ready plans
- Collaborating across the firm to maintain alignment on vision, strategy, and goals
- Taking a data-driven approach to uncovering new opportunities
ASSUMPTION: This role requires a strategic mindset, strong analytical skills, and the ability to work collaboratively across different teams to drive growth initiatives.
📋 Key Responsibilities
✅ Identify major growth opportunities for LPL and financial advisors
✅ Lead strategic vision for incentives and rewards programs
✅ Connect strategic vision to execution-ready plans
✅ Lead and support initiatives that will have a material impact to LPL’s growth
✅ Collaborate across the firm to maintain alignment on vision, strategy, and goals
✅ Develop strategy roadmaps, plans, and metrics that communicate progress, risks, and approach to execution
✅ Be responsible for maintaining the backlog of growth initiatives
✅ Take a data-driven approach to uncovering new opportunities
✅ Conduct interviews and external research to determine customer needs and how they are being solved in the market
✅ Create best-in-class reports and presentations related to LPL’s growth initiatives that are C-Suite ready
✅ 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, data analysis, and stakeholder management to drive growth initiatives.
🎯 Required Qualifications
Education: Bachelor’s degree in Business, Strategy, Data, Engineering, or the Liberal Arts
Experience: 7+ years of experience in either strategy or management consulting in areas that include: incentives, rewards, growth strategy, innovation and new ventures
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 & ability to build a story narrative
- Robust knowledge of the wealth management industry and how financial advisors are incentivized and rewarded
Preferred Skills:
- Management Consulting experience
- Behavioral science experience
- Able to take complex topics and make them easy to understand
- Experience of merging human-centered design with growth strategy
- Master of Business Administration (MBA) degree preferred
ASSUMPTION: Given the strategic nature of the role, candidates should have a strong educational background and relevant experience in strategy consulting or a related field.
💰 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: Full-time position with standard business hours
ASSUMPTION: The salary range provided is based on industry standards for similar roles and experience levels. Benefits are competitive and designed to support employees' work-life balance.
📌 Applicant Insights
🔍 Company Context
Industry: Financial Services
Company Size: 5,001-10,000 employees
Founded: 1989
Company Description:
- LPL Financial is among the fastest growing wealth management firms in the U.S.
- As a leader in the financial advisor-mediated marketplace, LPL supports nearly 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions.
- The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools, and practice management services.
Company Specialties:
- Independent Broker/Dealer
- Institution Services
- RIA
- Independent Advisors
- Custom Clearing Services
Company Website: https://www.lpl.com/
ASSUMPTION: LPL Financial is a well-established company in the financial services industry, offering a wide range of services and support to financial advisors and institutions.
📊 Role Analysis
Career Level: Executive
Reporting Structure: This role reports directly to the Head of Growth Strategy and collaborates with various teams across the firm.
Work Arrangement: On-site, with the possibility of occasional remote work for specific tasks or meetings.
Growth Opportunities:
- Potential to influence LPL's growth strategy and make a significant impact on the company's success.
- Opportunity to work closely with senior leadership and gain exposure to various aspects of the business.
- Possibility to advance within the Growth Strategy team or explore other opportunities within LPL.
ASSUMPTION: This role offers significant growth potential for the right candidate, with the opportunity to make a real impact on LPL's growth strategy.
🌍 Location & Work Environment
Office Type: Corporate headquarters
Office Location(s): 4707 Executive Drive, San Diego, CA 92121-1968, US
Geographic Context:
- San Diego offers a mild Mediterranean climate, with plenty of outdoor activities and cultural attractions.
- The office is located in the UTC area, a major business hub with easy access to amenities and public transportation.
- The area has a diverse population and a strong job market, with many opportunities for professional growth.
Work Schedule: Standard business hours, with flexibility for specific tasks or projects as needed.
ASSUMPTION: The San Diego office provides a professional and collaborative work environment, with easy access to amenities and a diverse range of cultural and recreational activities.
💼 Interview & Application Insights
Typical Process:
- Phone or video screen with the hiring manager
- On-site interview with the Growth Strategy team and other stakeholders
- Final interview with senior leadership
Key Assessment Areas:
- Strategic thinking and problem-solving skills
- Analytical and data interpretation skills
- Communication and presentation skills
- Industry knowledge and understanding of financial advisor incentives
Application Tips:
- Highlight relevant experience and achievements in strategy consulting or a related field.
- Tailor your resume and cover letter to emphasize skills and experiences that match the required and preferred qualifications.
- Prepare for behavioral and situational interview questions that assess your problem-solving skills and cultural fit.
ATS Keywords: Incentives, rewards, growth strategy, market research, data analysis, strategic thinking, human-centered design, communication skills, presentation skills, analytical skills, innovation, consulting, financial advisors, customer needs, story narrative
ASSUMPTION: The interview process for this role will focus on assessing the candidate's strategic thinking, analytical skills, and cultural fit within the Growth Strategy team and LPL as a whole.
🛠️ Tools & Technologies
- Microsoft Office Suite (Word, Excel, PowerPoint)
- Data analysis tools (e.g., SQL, Python, R)
- Presentation software (e.g., PowerPoint, Keynote)
- Project management tools (e.g., Asana, Jira)
ASSUMPTION: This role requires proficiency in Microsoft Office Suite and data analysis tools, as well as familiarity with presentation and project management software.
👔 Cultural Fit Considerations
Company Values:
- Put clients first
- Do the right thing
- Collaborate and win together
- Innovate and adapt
- Take ownership
Work Style:
- Collaborative and team-oriented
- Data-driven and analytical
- Adaptable and innovative
- Results-focused and action-oriented
Self-Assessment Questions:
- How do you align with LPL's core values, particularly 'Put clients first' and 'Do the right thing'?
- How comfortable are you working in a collaborative, data-driven environment, and adapting to change?
- How do you approach presenting complex topics in a clear and engaging manner?
ASSUMPTION: LPL values candidates who are strong cultural fits, with a focus on client-centricity, collaboration, and innovation.
⚠️ Potential Challenges
- Balancing strategic thinking with tactical execution
- Managing multiple priorities and stakeholders
- Adapting to a fast-paced, dynamic work environment
- Working with limited data or uncertain information
ASSUMPTION: This role may present challenges related to balancing strategic and tactical responsibilities, managing multiple priorities, and adapting to a fast-paced work environment.
📈 Similar Roles Comparison
- This role differs from related positions in its focus on incentives and rewards programs for financial advisors.
- Industry-specific context: The wealth management industry is highly competitive and evolving, with a strong emphasis on client-centricity and digital transformation.
- Career path comparison: This role offers the opportunity to grow within the Growth Strategy team or explore other opportunities within LPL, with potential progression to senior leadership roles.
ASSUMPTION: This role is unique in its focus on incentives and rewards programs for financial advisors, with opportunities for growth and progression within LPL.
📝 Sample Projects
- Developing a comprehensive strategy for LPL's incentive and reward programs to drive advisor behavior change and growth
- Conducting market research and analysis to identify new opportunities for LPL and its advisors
- Creating a data-driven roadmap for LPL's growth initiatives, including metrics and KPIs to track progress and success
ASSUMPTION: Sample projects for this role may involve strategic planning, market research, data analysis, and presentation development to drive LPL's growth initiatives.
❓ Key Questions to Ask During Interview
- Can you describe the current state of LPL's incentive and reward programs for financial advisors, and how this role will contribute to their evolution?
- How does the Growth Strategy team collaborate with other departments within LPL, and what opportunities are there for cross-functional collaboration?
- What are the most significant challenges facing LPL in the next 1-3 years, and how does this role contribute to addressing them?
- How does LPL support the professional development and growth of its employees, particularly within the Growth Strategy team?
- What is the work-life balance like for employees in this role, and how does LPL support work-life integration?
ASSUMPTION: Interview questions should focus on understanding the role's strategic impact, collaborative environment, and opportunities for growth and development.
📌 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, particularly in strategy consulting, data analysis, and communication.
- Prepare for behavioral and situational interview questions that assess your problem-solving skills and cultural fit.
- Follow up with the hiring manager or HR representative one week after submitting your application to confirm receipt and inquire about next steps.
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
