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About the Role

The AVP of Strategic Partners will identify, evaluate, structure, onboard, and grow third-party partnerships to enhance the advisor and client experience and advance the firm's strategic priorities. This role requires an exceptional relationship builder and portfolio leader adept at managing a large pipeline of prospective partners through multiple stages, from evaluation to ongoing relationship management.

Responsibilities

Set direction and manage firms seeking approval for advisor use and/or acceptance to the LPL Vendor Affinity Program.
Manage a large portfolio of prospective and expanding partners through evaluation, due diligence, contracting, approval, onboarding, and launch.
Maintain clear visibility into each opportunity’s stage, strategic rationale, owner, next action, dependencies, risks, and target milestones.
Prioritize opportunities based on advisor value, strategic alignment, commercial potential, scalability, effort, and risk.
Ensure opportunities progress by identifying barriers, and determining when to advance, pause, or stop them.
Provide leadership with concise, decision-ready views of pipeline health, priorities, risks, and emerging opportunities.
Build a strong internal network to understand decision-making processes and facilitate progress across Product, Technology, Legal, Compliance, Risk, Procurement, Finance, Marketing, Operations, and other stakeholders.
Lead complex initiatives through influence rather than direct authority.
Anticipate organizational dependencies and resolve issues proactively, escalating with proposed solutions.
Develop and maintain strong, trusted relationships with prospective partners, existing partners, technology companies, and senior external executives.
Identify opportunities to deepen relationships through new capabilities, integrations, adoption initiatives, or expanded use cases.
Evaluate prospective partnerships based on advisor value, enterprise strategy, market opportunity, economics, scalability, implementation effort, and risk.
Develop business cases and executive recommendations for clear decision-making.
Participate in pricing, revenue-sharing, contracting, and other commercial discussions.
Monitor market developments and identify emerging partnership opportunities.

Requirements

3-5+ years in strategic partnership/vendor management roles.
Project management and multi-tasking skills across different projects.
Financial Services, Advisor Practice, Financial Custodian and/or FinTech/SaaS Technologies experience.
Strong communication skills, both written and oral, including public speaking and leading in a board room setting.
Track record of building relationships.
Ability to manage priorities simultaneously and with autonomy.

Skills

Knowledge of advisor technology, financial planning, client relationship management, reporting, marketing, AI, cybersecurity tools.
Experience with third-party risk management, information security reviews, compliance reviews, procurement, contracting and technology governance processes.
Existing relationships within the financial services technology, venture-capital, wealth-management or advisor-services ecosystem.
Intermediate to Advanced skillset in Excel, with a comfort comparing and analyzing data sets.

Location

Remote

Work Type

Full-time

Experience Level

3-5+ years

Salary/Compensations

$112,991.00 - $188,284.00

Benefits

401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off

About the Company

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.
LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services.
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.
They have the freedom to manage their client relationships, because they know their clients best.
We take care of our advisors and institutions, so they can take care of their clients.
For further information about LPL, please visit www.lpl.com.

Equal Opportunity

Principals only.
EOE.