Analyst, Strategic Partners

LPL Financial•Charlotte, NC

About The Position

The Analyst will support LPL Financial’s Strategic Technology Partners team within the Technology Consulting & Partnerships business unit. The team identifies fintech solutions that support financial advisors and LPL’s mission. The role focuses on operational processes for the partnership ecosystem, particularly the approval process for new partners. The Analyst will gain exposure to fintech solutions and collaborate across departments as technologies are evaluated and scaled across the enterprise. The role supports vendor partnership operations, advisor and partner communications, partnership onboarding, pipeline tracking, and financial and adoption reporting. It also involves collaborating with internal teams, engaging with the emerging technology community, monitoring industry trends, and contributing to strategic discussions with senior leadership.

Requirements

At least 1 year of experience in the financial sector, preferably alongside advisors or with financial advisor technology, custodian, broker-dealer, or FinTech/SaaS firms; or at least 1 year of experience in a partnerships function; or at least 1 year of experience in the financial technology industry.
Curiosity, collaboration, reliability, and an entrepreneurial spirit.
Ability to conduct research and analyze trends to propose and present strategic ideas.
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 ability to educate audiences effectively.
Attention to detail.
Proficiency with Microsoft Office products, especially PowerPoint and Excel.

Nice To Haves

Knowledge of financial advisor technology.
Experience in strategic partnerships within wealth management, financial services, technology, or corporate innovation.

Responsibilities

Provide day-to-day support for the vendor partnership team, including 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 strong communication and alignment with partnership objectives.
Operationalize the new partnerships pipeline by tracking opportunities, maintaining accurate records, completing necessary objectives, and supporting 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.
Foster relationships with the emerging technology community, venture capital firms, and innovative startups.
Stay current on industry trends to identify new partnership opportunities.
Contribute to strategic discussions with senior leadership as a thought leader.