Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

Tailor your resume to this Analyst, Strategic Partners role.

Rezi rewrites your resume against LPL Financial's job description. Free.

Resume score gauge reading 58 out of 100

Don't guess if your resume is good enough.

See how it scores against the Analyst, Strategic Partners posting at LPL Financial — free, in seconds.

About the Role

Join LPL as an Analyst within Strategic Technology Partners to drive innovation in financial technology. This role focuses on managing operational processes for the partnership ecosystem, with an emphasis on the approval process for new partners. You will gain exposure to new fintech solutions and collaborate across departments, offering a unique perspective on scaling new technologies within a large enterprise.

Responsibilities

Provide day-to-day support for the vendor partnership team, including key tasks and processes.
Interface directly with advisors regarding partnership programs, ensuring a positive experience.
Support vendor relationship management by acting as a point of contact and ensuring alignment with partnership objectives.
Operationalize the new partnerships pipeline, track opportunities, maintain accurate records, and complete necessary objectives.
Coordinate onboarding for new partnerships, including documentation, process setup, and cross-functional collaboration.
Track, measure, and report financial and adoption metrics for all vendor partnerships.
Collaborate with internal teams to implement initiatives that align partnerships with business and product strategy.
Foster relationships with the emerging technology community, venture capital firms, and innovative startups.
Stay updated on industry trends to identify new partnership opportunities.
Act as a thought leader and contribute to strategic discussions with senior leadership.

Requirements

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.
1+ years of experience within a partnerships function.
1+ years of experience working within the financial technology industry.
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, with 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.
Detail-oriented.
Adept with Microsoft Office products, especially Microsoft PowerPoint and Excel.

Skills

Financial advisor technology
Custodian
Broker-dealer
FinTech firms/Software-as-a-Service (SaaS) technology
Partnerships
Financial technology
Microsoft PowerPoint
Microsoft Excel
Research
Trend analysis
Project management
Collaboration
Communication

Location

Remote

Work Type

Full-time

Experience Level

1+ years

Salary/Compensations

$69,731.00 - $116,184.00

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.
The firm supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions.
LPL services and custodies 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.
LPL enables advisors and institutions the freedom to choose their business model, services, and technology resources to run thriving businesses.
LPL takes care of its advisors and institutions so they can take care of their clients.

Equal Opportunity

Principals only.
EOE.