AVP, Strategic Partnerships & Growth

LPL Financial; New York (NY); On-site; USD 113,000 - 188,000; Full time

Benefits offered by this job

401(k) matching

Health benefits

Employee stock options

Paid time off

Job summary

LPL Financial in New York is seeking an AVP of Strategic Partners within the Technology Consulting & Partnerships team to identify, evaluate, structure, onboard, and grow third‑party partnerships that improve advisor and client experiences.

The role requires an exceptional relationship builder and portfolio leader who can manage a large evolving pipeline across stages, with external executives and internal stakeholders, translating strategy into execution.

Qualifications

• 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.

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 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
• 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

Skills

Strong communication

Project management

Strategic partnerships

Vendor management

Tools

Excel

Job description

LPL Financial in New York is seeking an AVP of Strategic Partners within the Technology Consulting & Partnerships team to identify, evaluate, structure, onboard, and grow third‑party partnerships that improve advisor and client experiences.

The role requires an exceptional relationship builder and portfolio leader who can manage a large evolving pipeline across stages, with external executives and internal stakeholders, translating strategy into execution.