LPL Financial

Analyst, Strategic Partners

LPL Financial

full-time

Posted on:

Location Type: Hybrid

Location: Fort Mill • Arizona • California • United States

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Salary

💰 $69,718 - $116,197 per year

Job Level

Junior

About the role

  • Day-to-day support of vendor partnership team, key tasks and processes
  • Responsible for interfacing directly with advisors about partnership programs, while maintaining a positive advisor and partner experience
  • Support in the management of vendor relationships by serving as a point of contact, ensuring strong communication and alignment with partnership objectives
  • Operationalize the new partnerships pipeline, track opportunities, maintain accurate records, complete necessary objectives, and support prioritization of strategic initiatives
  • Coordinate onboarding for new partnerships, including documentation, process setup, and cross-functional collaboration to ensure a smooth integration
  • Track, measure, and report financial and adoption metrics across all vendor partnerships
  • Work closely with internal teams to promote collaboration and implement initiatives that drive deeper alignment with partnerships and business and product strategy
  • Foster relationships with the emerging technology community, venture capital firms and innovative startups
  • Stay up to date on industry trends to identify new partnership opportunities
  • Act as a thought leader, contributing to strategic discussions with senior leadership

Requirements

  • 1+ years of experience within the financial sector, preferably working alongside advisors with financial advisor technology, custodian, broker-dealer or FinTech firms/Software-as-a-Service (SaaS) technology in some capacity or 1+ years of experience within a partnerships function or 1+ years of experience working within the financial technology industry
  • A willingness to exhibit curiosity, collaboration, unwavering reliability and an entrepreneurial spirit
  • Adept at conducting research and analyzing trends to propose and present strategic thoughts
  • Strong collaboration and project management skills, including a demonstrated track-record in managing time-sensitive, complex projects with cross-functional teams
  • Strong written and verbal communication skills, able to effectively educate audiences
  • Detailed-oriented
  • Adept with Microsoft Office products, especially with Microsoft PowerPoint and Excel
Benefits
  • 401K matching
  • health benefits
  • employee stock options
  • paid time off
  • volunteer time off
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial advisor technologySaaS technologyproject managementdata analysismetrics trackingvendor relationship managementpartnership managementonboarding processesstrategic initiative supportcross-functional collaboration
Soft Skills
curiositycollaborationreliabilityentrepreneurial spiritstrong communicationdetail-orientedresearch skillsanalytical thinkingeducational skillstime management