LPL Financial · 19 hours ago
Analyst, Strategic Partners
New York
Full-time
Onsite
Entry Level
$70K/yr - $116K/yr
1+ years expLPL Financial is a leading wealth management firm in the U.S. seeking an Analyst within Strategic Technology Partners to drive innovation in financial technology. The role involves managing operational processes, supporting vendor relationships, and collaborating across departments to enhance partnerships and strategic initiatives.
FinanceFinancial Services
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
Qualification
Required
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
1+ years of experience within a partnerships function
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
Preferred
Knowledge of different financial advisor technology
Experience within strategic partnerships within wealth, financial services, technology or corporate innovation
Benefits
401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
Company
LPL Financial
LPL Financial provides investment solutions and tools for independent financial advisors.
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
$2.5B2025-03-31Post Ipo Equity· $1.5B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO
Leadership Team
Rich Steinmeier
Interim CEO
Sid Vyas
Chief Technology Officer/EVP
Recent News
2026-01-23
2026-01-23
Company data provided by crunchbase