Where Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview
Are you passionate about emerging technologies? Do you thrive on exploring innovative start-ups and their solutions? Are you excited by projects where you’ll be breaking new ground?
Join LPL as an Analyst within Strategic Technology Partners and be part of the team driving innovation in financial technology. As part of the Technology Consulting & Partnerships business unit, this team identifies cutting-edge fintech solutions that empower our advisors and drive our mission forward.
In this role, you will help to manage the operational processes that keep our partnership ecosystem running smoothly, with a focus on our approval process for new partners. You will gain hands-on exposure to some of the newest fintech solutions in the market and collaborate across multiple departments, giving you a unique perspective on how new technologies are scaled across a large enterprise. This is your opportunity to see what it takes to be at the forefront of fintech innovation while building a foundation for growth at LPL.
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
What are we looking for?
We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness , act with integrity , and are driven to help our clients succeed . We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Requirments:
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
Core Competencies:
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
Preferred…