AVP, Strategic Partners

LPL Financial•Boston, MA

4d•$112,991 - $188,284

About The Position

The AVP of Strategic Partners, within LPL Financial’s Technology Consulting & Partnerships team, identifies, evaluates, structures, onboards, and grows third-party partnerships that improve the advisor and client experience and advance the firm’s strategic priorities. The role manages a large, evolving pipeline of prospective and expanding partners through evaluation, diligence, contracting, approval, onboarding, launch, and ongoing relationship management. This position requires an organized portfolio leader and relationship builder who can work effectively with external executives and internal stakeholders, navigate complex enterprise processes, and maintain momentum across opportunities with competing objectives. The AVP is accountable for meaningful business outcomes, translates strategy into execution, and creates alignment among stakeholders. The role also evaluates partnerships for advisor value, strategic fit, market opportunity, economics, scalability, implementation effort, and risk; develops business cases and executive recommendations; participates in commercial discussions; and identifies opportunities to deepen partner relationships and respond to market developments.

Requirements

3–5+ years in strategic partnership or vendor management roles.
Project management and multitasking skills across different projects.
Experience in financial services, advisor practice, financial custody, and/or FinTech/SaaS technologies.
Strong written and oral communication skills, including public speaking and leading in a boardroom setting, with a track record of building relationships.
Ability to manage simultaneous priorities with autonomy.

Nice To Haves

Knowledge of advisor technology, financial planning, client relationship management, reporting, marketing, AI, or cybersecurity tools in the market.
Experience with third-party risk management, information security reviews, compliance reviews, procurement, contracting, and technology governance processes.
Existing relationships within the financial services technology, venture-capital, wealth-management, or advisor-services ecosystem.
Intermediate to advanced Excel skills, including comfort comparing and analyzing data sets.

Responsibilities

Set direction and manage firms seeking approval for advisor use and/or acceptance to the LPL Vendor Affinity Program.
Manage a portfolio of prospective and expanding partners through evaluation, due diligence, contracting, approval, onboarding, and launch.
Track each opportunity’s stage, strategic rationale, owner, next action, dependencies, risks, and target milestones.
Prioritize opportunities based on advisor value, strategic alignment, commercial potential, scalability, effort, and risk.
Keep opportunities moving, identify barriers early, and determine when opportunities should advance, pause, or stop.
Provide leadership with concise, decision-ready views of pipeline health, priorities, risks, and emerging opportunities.
Coordinate across Product, Technology, Legal, Compliance, Risk, Procurement, Finance, Marketing, Operations, and other stakeholders involved in partnership decisions.
Lead complex initiatives through influence rather than direct authority; anticipate dependencies, resolve issues, and propose solutions when escalating.
Develop and maintain trusted relationships with prospective and existing partners, technology companies, and senior external executives.
Identify ways to deepen relationships through new capabilities, integrations, adoption initiatives, or expanded use cases.
Evaluate prospective partnerships based on advisor value, enterprise strategy, market opportunity, economics, scalability, implementation effort, and risk.
Develop business cases and executive recommendations to support clear decisions.
Participate in pricing, revenue-sharing, contracting, and other commercial discussions.
Identify opportunities to improve mutually beneficial outcomes while maintaining strong partner relationships.
Monitor market developments and identify emerging partnership opportunities.