AVP, Strategic Partners

LPL Financial; Fort Mill, Charlotte (SC, NC); On-site; USD 113,000 - 188,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial is seeking a strategic partnerships leader to manage a portfolio of advisor-facing opportunities, from evaluation through onboarding and launch, across Product, Technology, Legal, Compliance, and other stakeholders. You will drive collaboration, build consensus, and ensure timely progression of initiatives that create measurable value for clients and the firm.

You will assess opportunities, develop business cases, participate in pricing and contracting, and maintain visibility into

Qualifications

• 3-5+ years in strategic partnership/vendor management roles.
• Project management / multi-tasking across projects.
• Financial Services, Advisor Practice, Financial Custodian and/or FinTech/SaaS experience.
• Strong written and oral communication with track record of building relationships.
• Ability to manage priorities autonomously.
• Knowledge of advisor technology, financial planning, client relationship management, reporting, marketing, AI, cybersecurity tools.

Responsibilities

• Set direction and manage a list of firms for advisor use and/or acceptance to the Vendor Affinity Program.
• Manage a large portfolio across evaluation, due diligence, contracting, approval, onboarding, and launch.
• Maintain visibility into each opportunity’s stage, rationale, owner, next action, dependencies, risks, and milestones.
• Prioritize opportunities based on advisor value, strategic alignment, and commercial potential.
• Keep opportunities moving and determine when to advance, pause, or stop.
• Provide leadership with concise views of pipeline health, priorities, risks, and opportunities.
• Build and grow strategic relationships across stakeholders: Product, Technology, Legal, Compliance, Risk, Procurement, Finance, Marketing, Operations.
• Lead complex initiatives through influence and cross-functional collaboration.
• Develop strong relationships with prospective partners, technology companies, and senior executives.
• Identify opportunities to expand relationships through new capabilities and use cases.
• Develop business cases and executive recommendations for clear decisions.
• Participate in pricing, revenue-sharing, contracting, and other commercial discussions.

Skills

Strong communication

Prioritization

Relationship building

Excel

Financial services knowledge

Vendor management

Public speaking

Tools

Excel

Job description

Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview

Are you energized by building relationships, evaluating emerging companies, and turning promising opportunities into partnerships that create measurable value? Do you thrive in complex environments where progress depends on knowing how to connect the right people, navigate competing priorities, and maintain momentum across a large portfolio of opportunities?

Responsibilities

• Set direction, and manage a list of firms seeking approval for advisor use and/or acceptance to the LPL Vendor Affinity Program:
• Manage a large portfolio of prospective and expanding partners across 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
• Keep opportunities moving, identify barriers early, and determine when opportunities should advance, pause, or stop
• Provide leadership with concise, decision-ready views of pipeline health, priorities, risks, and emerging opportunities
• Build and grow strategic relationships: Build a strong internal network and become highly adept at determining who needs to be involved, how decisions get made, and how to move work forward. Coordinate effectively across Product, Technology, Legal, Compliance, Risk, Procurement, Finance, Marketing, Operations, and other stakeholders involved in partnership decisions
• Lead complex initiatives where progress depends on influence rather than direct authority. Anticipate organizational dependencies and resolve issues before they create unnecessary delays. Bring recommendations and proposed solutions when escalating issues rather than simply identifying problems
• 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
• Apply strategic and commercial judgment: Evaluate prospective partnerships through the lens of advisor value, enterprise strategy, market opportunity, economics, scalability, implementation effort, and risk
• Develop business cases and executive recommendations that enable clear decisions
• Participate meaningfully in pricing, revenue-sharing, contracting, and other commercial discussions
• Recognize opportunities to improve mutually beneficial outcomes while maintaining strong partner relationships
• Monitor market developments and identify emerging partnership opportunities

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 encourages creativity and continuous improvement.

Requirements

• 3-5+ years in strategic partnership/vendor management roles
• Project management / multi-tasking skills across different projects
• Financial Services, Advisor Practice, Financial Custodian and/or FinTech/SaaS Technologies experience
• Core Competencies: Strong communication skills, both written and oral, including public speaking, leading in a board room setting, etc., with a track record of building relationships
• Ability to manage priorities simultaneously and with autonomy
• Preferences:
• Knowledge of advisor technology, financial planning, client relationship management, reporting, marketing, AI, cybersecurity tools in market
• 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, is a plus

Pay Range

$112,991.00 - $188,284.00

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location.

• 401K matching
• health benefits
• employee stock options
• paid time off
• volunteer time off
• and more

Company Overview

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , 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, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

For further information about LPL, please visit www.lpl.com.

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. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, 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.

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities.

EAC 5.19.26 LPL Financial is the nation’s largest independent broker-dealer.* Our company is widely known for its financial strength, exceptional service, and favorable industry reputation among financial professionals. To understand who we are, it’s important to know our core belief: financial guidance is a fundamental need for everyone. LPL Financial creates the space to let you do what you do best – create personal, long-term client relationships that turn financial aspirations into realities. Each year, thousands of financial professionals successfully manage billions of dollars in assets. Because our company is not too big and not too small, you can seize the opportunity to make a real impact. To learn more about our organization visit our About LPL page.*

As reported by Financial Planning magazine, June 1996-2019, based on total revenue.

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 [phone].