Hybrid Analyst, Strategic Partners

at LPL Financial

• Job title: Analyst, Strategic Partners
• Job type: Full Time
• Experience level: Junior
• Salary: $69,718 - $116,197 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Fort Mill, United States

About the role

• Analyst supporting vendor partnerships within the Strategic Technology Partners team at LPL Financial. Managing operational processes and facilitating collaboration across departments.

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

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

Benefits

• 401K matching
• health benefits
• employee stock options
• paid time off
• volunteer time off