VP, Growth Solution Strategist at LPL Financial focusing on digital solutions that enhance financial advisor success through growth. Collaborating with product teams to turn strategy into impactful tools and insights.
About the role
- Vice President of Growth Strategy at Choreo leading initiatives leveraging AI and analytics for growth. Collaborating with executives to drive measurable business impact through data-driven strategies.
Responsibilities
- Leverage artificial intelligence and advanced analytics to uncover opportunities in client, operational, and financial data.
- Employ statistical and predictive modeling techniques to inform decision-making, automate insight generation, and forecast business outcomes.
- Translate complex analytical findings into clear, actionable strategies that drive growth and improve client outcomes.
- Design and lead a portfolio of growth pilots aimed at expanding net new assets under management and client relationships.
- Define success metrics, leading indicators, and feedback loops to evaluate pilot performance and scalability.
- Implement systems and processes that enable continuous learning and rapid iteration across pilot initiatives.
- Collaborate with business unit leaders to ensure alignment of pilots with firmwide strategic priorities.
- Provide program management oversight for all piloted and strategic growth initiatives, ensuring effective coordination, prioritization, and execution.
- Build repeatable frameworks for initiative tracking, milestone reporting, and performance assessment.
- Manage cross-functional dependencies to ensure growth initiatives are delivered on time, within scope, and with measurable impact.
- Prepare and deliver board-level and partner presentations for CPA firms, Centers of Influence (COI), and executive leadership.
- Communicate the firm’s growth strategy through compelling narratives supported by data and insight.
- Develop presentation materials and reports that effectively articulate strategy, progress, and outcomes to internal and external stakeholders.
Requirements
- MBA required (preferably with a focus in Strategy, Analytics, or Technology Management)
- 8+ years of experience in strategy, analytics, program management, business development, or related leadership roles—ideally within financial services, wealth management, or business consulting sectors.
- AI-native, uses AI and advanced analytics to drive business growth, efficiency, or client engagement.
- Demonstrated ability to manage complex programs and execute initiatives from concept through implementation.
- Exceptional communication and presentation skills, with experience preparing and delivering executive and board-level materials.
Benefits
- Competitive salary and bonus plan
- Competitive medical, dental, and vision plans
- Basic life and disability coverage
- 401(k) matching program
- Financial support for approved designations and courses
- Technical, leadership, sales training opportunities
- Unlimited, discretionary time off
- Paid parental leave
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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