AVP, Strategic Partners

LPL Financial•Charlotte, NC

2d•$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 intended to improve the advisor and client experience and advance firm priorities. The role owns a large, evolving portfolio of prospective and expanding partners through evaluation, due diligence, contracting, approval, onboarding, launch, and ongoing relationship management. It requires strong relationship-building, organization, judgment, persistence, and the ability to move complex opportunities forward across a large enterprise. The AVP is expected to own meaningful business outcomes, translate strategy into execution, and align internal and external stakeholders with differing objectives and priorities. The role also evaluates partnership opportunities for advisor value, strategic fit, commercial potential, scalability, implementation effort, and risk, and provides leadership with concise, decision-ready information about pipeline health and recommendations.

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 multiple priorities simultaneously and autonomously.

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 into the LPL Vendor Affinity Program.
Manage a portfolio of prospective and expanding partners across evaluation, due diligence, contracting, approval, onboarding, and launch.
Maintain visibility into 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 decision-ready views of pipeline health, priorities, risks, and emerging opportunities.
Build an internal network and 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 and resolve issues before they cause delays.
Bring recommendations and proposed solutions when escalating issues.
Develop and maintain trusted relationships with prospective and existing partners, technology companies, and senior external executives.
Identify opportunities 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.