Sr. Partnership Analyst, Fintech Marketplace
Are you a team player with a growth mindset? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
The Technology Partnership team within Investor & Investment Solutions (IIS) 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, Fintech Marketplace will operationalize the ecosystem of partnerships by helping to ensure alignment with strategic, product, and economic priorities for the firm.
Contribute to the full life cycle of the technology partnership – discovery, engagement internally across the firm and externally with clients and partners, navigating and driving the onboarding process
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.
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
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.
Bachelor's degree or equivalent in finance, technology, business
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
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 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
At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.
We are one team on one mission. We take care of our advisors, so they can take care of their clients.
Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees.We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.
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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 (800) 877-7210.