Fintech Partnerships, Sr Analyst

Job Overview:

The Technology Partnership team within Business Strategy & Innovation (BSI) is a high-impact, high-visibility group who plays a critical role for LPL clients. Our team is responsible for Identifying, incubating, growing, and managing technology relationships with our partners. The fintech ecosystem empowers LPL clients to collaborate, innovate, and grow; and Technology Partnerships helps with strategic adoption of these tools. The Senior Partnership Analyst, will operationalize the ecosystem of partnerships by helping to ensure alignment with strategic, product, and economic priorities for the firm.

Responsibilities:

• Contribute to the full life cycle of the technology partnerships – discovery, engagement internally across the firm and externally with clients and partners, navigating and driving the onboarding process

• Research key technology market trends and company landscapes (i.e., financial technology, artificial Intelligence, advisor technology, etc.) to assist our technology and business leaders on long-term strategic planning

• Systematic and broad engagement towards discovery with the fintech community to uncover themes, trends, solutions and providers

• Centralized and coordinated approach towards partner engagement aligned to strategic needs and emerging gaps

• Deepen partnerships by strengthening existing relationships and driving innovation to unlock monetization opportunities

• Establish and manage partnerships that drive strategic, compliance and regulatory initiatives

• Day to day support of vendor programs, key tasks and processes while maintaining compliance, as well as a positive advisor and partner experience.

• Engage with internal line of business partners to understand business needs and technology strategies across the firm

• Serve in a primary relationship and vendor management capacity to maintain healthy, thriving and compliant technology partnerships

• Prioritize partnerships activities to effectively navigate through a large pipeline of activity

• Support meetings with emerging technology companies and the venture capital community where we share the firm's macro views on technology, provide updates on portfolio companies, and learn about new relevant companies.

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that fosters partnership and encourages continuous improvement.

Requirements:

• Bachelor’s degree in Business, Strategy, Finance, or other related applicable areas

• 3+ 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

Core Competencies:

• Understanding of Agile product development and product management

• A willingness to exhibit curiosity, collaboration and unwavering reliability

• Adept at conducting research and analyzing trends to propose and present strategic thoughts

• Able to handle and lead complex commercial conversations

• Strong collaboration and project management skills, including a demonstrated track-record in managing time-sensitive, complex projects with cross-functional teams

• Adept with Microsoft Office product, especially PowerPoint

Pay Range:

$84,900-$141,500/year
 Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
 

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

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