Analyst, Strategic Partners

Location: Fort Mill/Charlotte

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview

Are you passionate about emerging technologies? Do you thrive on exploring innovative start-ups and their solutions? Are you excited by projects where you’ll be breaking new ground?

Join LPL as an Analyst within Strategic Technology Partners and be part of the team driving innovation in financial technology. As part of the Technology Consulting & Partnerships business unit, this team identifies cutting-edge fintech solutions that empower our advisors and drive our mission forward.

In this role, you will help to manage the operational processes that keep our partnership ecosystem running smoothly, with a focus on our approval process for new partners. You will gain hands-on exposure to some of the newest fintech solutions in the market and collaborate across multiple departments, giving you a unique perspective on how new technologies are scaled across a large enterprise. This is your opportunity to see what it takes to be at the forefront of fintech innovation while building a foundation for growth at LPL.

Responsibilities

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

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirments

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

Core Competencies

• 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

Preferred Qualifications

Knowledge of different financial advisor technology

Experience within strategic partnerships within wealth, financial services, technology or corporate innovation

Pay Range

$69,731.00 - $116,184.00

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

Company Overview

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.

The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com.

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

EAC 5.19.26

Additional Locations: New York, Tempe, Boston, Arlington VA, Waltham MA, Austin TX