Analyst, Strategic Partners
About The Position
The Analyst, Strategic Partners, supports the Strategic Technology Partners team within LPL Financial’s Technology Consulting & Partnerships business unit. The team identifies fintech solutions that can support financial advisors and advance the company’s mission. The analyst helps manage operational processes for the partnership ecosystem, particularly the approval process for new partners, and works across departments to support the adoption and scaling of new technologies throughout the enterprise. The role provides hands-on exposure to fintech solutions and partnership operations. It includes supporting vendor relationships and advisor-facing partnership programs, coordinating new-partner onboarding, maintaining pipeline records, tracking partnership performance, and collaborating with internal teams. The analyst also monitors industry trends and contributes research and strategic perspectives to discussions, including those with senior leadership.
Requirements
- At least 1 year of experience in the financial sector, preferably alongside financial advisors and involving financial advisor technology, a custodian, a broker-dealer, or fintech/SaaS technology; alternatively, at least 1 year in a partnerships function or in the financial technology industry.
- Curiosity, collaboration, reliability, and an entrepreneurial spirit.
- Ability to conduct research and analyze trends, and to propose and present strategic perspectives.
- Strong collaboration and project management skills, including a track record of managing time-sensitive, complex projects with cross-functional teams.
- Strong written and verbal communication skills and the ability to educate audiences effectively.
- Attention to detail.
- Proficiency with Microsoft Office, especially PowerPoint and Excel.
Nice To Haves
- Knowledge of different financial advisor technologies.
- Experience in strategic partnerships within wealth management, financial services, technology, or corporate innovation.
Responsibilities
- Provide day-to-day support to the vendor partnership team and its key tasks and processes.
- Interface directly with advisors about partnership programs while maintaining a positive advisor and partner experience.
- Support vendor relationship management as a point of contact, ensuring 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.
- Track, measure, and report financial and adoption metrics across vendor partnerships.
- Work with internal teams to promote collaboration and implement initiatives that align partnerships with business and product strategy.
- Build relationships with the emerging technology community, venture capital firms, and innovative startups.
- Monitor industry trends to identify potential partnership opportunities.
- Contribute strategic perspectives to discussions with senior leadership.
Benefits
- 401(k) 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
