Analyst, Strategic Partners

LPL Financial

. Provide day-to-day support to the vendor partnership team, including key tasks and processes .

Posted 11/6/2026full-timeUnited StatesJunior💰 $69,731 - $116,184 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing vendor partnerships within the financial sector, with strong skills in project management, communication, and strategic analysis. Proficient in utilizing financial advisor technology and Microsoft Office tools to support partnership objectives and drive alignment across teams.

Highest-signal resume keywords

Vendor Partnership ManagementFinancial Advisor TechnologyProject ManagementStrategic AnalysisCross-Functional Collaboration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Vendor Relationship ManagementFinancial Metrics TrackingResearch and Trend AnalysisDocumentation and Process SetupDetailed-Oriented

Soft Skills

CollaborationCommunicationCuriosityReliabilityEntrepreneurial Spirit

Tools & Technologies

Microsoft OfficeMicrosoft PowerPointMicrosoft Excel

Industry Keywords

Financial SectorPartnerships FunctionFinTechSoftware-as-a-ServiceWealth ManagementCorporate Innovation

About the role

Key responsibilities & impact

Provide day-to-day support to the vendor partnership team, including key tasks and processes
Interface directly with advisors about partnership programs while maintaining a positive advisor and partner experience
Support management of vendor relationships 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
Track, measure, and report financial and adoption metrics across vendor partnerships
Collaborate with internal teams to promote alignment with partnerships, business strategy, and product strategy
Foster relationships with the emerging technology community, venture capital firms, and innovative startups
Monitor industry trends to identify new partnership opportunities
Contribute as a thought leader to strategic discussions with senior leadership

Requirements

What you’ll need

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 or 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
Knowledge of different financial advisor technology
Experience within strategic partnerships within wealth, financial services, technology or corporate innovation

Benefits

Comp & perks

401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
Competitive LPL Total Rewards package