Analyst, Strategic Partners
About The Position
What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial. Join LPL as an Analyst within Strategic Technology Partners and be part of the team driving innovation in financial technology. As part of the Strategy & Growth Division, this team identifies cutting-edge fintech solutions that empower our advisors and drive our mission forward. In this role, you will manage the operational processes that keep our partnership ecosystem running smoothly. 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.
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
Nice To Haves
- Knowledge of different financial advisor technology
- Experience within strategic partnerships within wealth, financial services, technology or corporate innovation
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
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
