Do you enjoy exploring ways companies incentivize clients? Do you enjoy building strategies to drive behavior change such as incentive programs, club programs, reward and recognition programs? Do you enjoy identifying opportunities, uncovering needs, exploring solutions, and reaching product-market fit? Are you interested in supporting initiatives that will have material impact to a Fortune 500 company? Are you passionate about the financial advice industry and what’s ahead?
If so, the Vice President role in our Growth Strategy team could be for you!

JOB OVERVIEW:

The VP role will be a key player in turning ideas to drive the future growth of LPL, and our financial advisors, into reality. The VP role will lead the strategic vision of how to incentivize and rewards behavior change. We are looking for candidates who are adept at incentive and reward programs, behavior change, go-to-market strategies.
The VP role will be part of our fast-paced Growth Strategy team where LPL dreams big – setting an ambitious growth vision – then owns, develops, and drives the highest impact growth levers – turning this vision into reality. Our VPs combine strategic thinking, human-centered design, market research & sizing, and data analysis to explore, ideate, and incubate the opportunities that will set LPL apart from the competition.

WHAT WE ARE LOOKING FOR:

We are looking for a high energy, versatile thinker-doer with a robust understanding of incentive & reward programs, growth strategies, and product-market fit design. We are looking for people with a growth mindset, strong organizational, critical thinking, and analytical skills.

REQUIREMENTS:

• 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: incentives, rewards, growth strategy, innovation and new ventures
• 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
• Robust knowledge of the wealth management industry and how financial advisors are incentivized and rewarded

• Identify major growth opportunities for LPL and financial advisors
• Lead strategic vision for incentives and rewards programs
• Connect the 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, approaching strategy with an entrepreneurial mindset, leveraging critical thinking to increase the efficacy of growth strategy initiatives
• Develop strategy roadmaps, plans, and metrics that communicate progress, risks, and approach to execution that support continuous learning and improves growth outcomes. Sets a high bar for results through repeatable, scalable processes
• 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