AVP, Strategic Technology Partnerships

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!

Job Overview:

As Assistant Vice President of Strategic Technology Partnerships, you'll play a vital role in advancing the organizations growth strategy developing and managing high-impact strategic partnerships. In this role, you'll be responsible for identifying partnership opportunities that align with company and business objectives and enhance our market position. You'll oversee the full partnership lifecycle, working in conjunction with internal and external stakeholders, from initial business case alignment and concepts through to execution and implementational. This includes leading efforts that are integral to inorganic growth strategy, ensuring the roles high visibility and significant impact with the organization

Responsibilities:

• Collaborate with senior leadership to define and execute partnership strategy 

• Develop and lead the strategy to source and execute impactful partnerships with technology firms across company size - startups to mature enterprise partners

• Establish a framework to track and measure financial and strategic ROI over multiple horizons.

• Develop, lead and build a high performing entrepreneurial team, fostering growth mindset.

• Nurture and growth relationships with internal business leaders, inclusive of a strong feedback loop to align on goals and long term objectives.

• Synthesize partnership experience into future oriented insights to inform thematic focus areas and support the company's innovation agenda.

• Lead end-to-end partnership processes, from identification to execution.

• Partner across lines of business to define and coordinate execution of cross company solutions that represent expanded partner opportunities.

• Negotiate and structure complex agreements.

• Foster relationships with the emerging technology community, venture capital firms and emerging startups.

• Coordinate with leadership and internal stakeholders to ensure smooth onboarding of partnerships process.

• Work closely with internal teams to promote collaboration and implement initiatives that drive deeper alignment with partnerships and business and product strategy.

• Stay up to date on industry trends to identify new partnership opportunities.

• Act as a thought leader, contributing to strategic discussions with senior leadership.

• Build and mentor a high performing strategic partnerships team 

• Analyze market fit, realize and articulate business value and track adoption of new and existing partnerships

• Conduct thorough market research to identify trends, opportunities, and competitive landscape, ensuring the sales team is equipped with actionable insights.

• Engage with internal stakeholders on behalf of technology partners to understand their needs and requirements.

• Provide regular updates to executive leadership regarding progress and outcomes related to these partnerships.

• Develop strategies for leveraging technology partnerships to drive revenue growth and operational efficiency.

• Serve as a subject matter expert on relevant technology platforms, helping to educate internal stakeholders on their features and benefits.

The ideal candidate is visionary, entrepreneurial and action oriented with a deep understanding of both the tech ecosystem and the financial services, wealth management landscape. You not only see the art of the possible, but you can develop and execute practical strategies to accelerate progress. With a strong record of executing successful partnerships, you excel at integrating and scaling initiatives with a corporate framework, aligning them with the company's future vision.

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:

• 4+ years managing strategic partnerships within wealth management, financial services, technology or corporate innovation.

• Experience in relationship management and negotiations

• Experience managing multiple, concurrent initiatives, with a focus on delivering long term strategic and financial value individually and in aggregate

• Experience building and managing high performance teams, developing talent, fostering cross functional collaboration and aligning innovation strategies with corporate goals

Core Competencies

• Advanced knowledge of MS Office with executive level PPT presentation skills.

• Proven ability to lead transformative projects within a corporate environment

• Ability to envision future trends and translate them into actionable strategies

• Strong decision-making skills to actively adjust the partnerships portfolio based on progress, risk, opportunity, and market trends

• Strong network in the startup and wealth management ecosystems, with experiencing sourcing and forming trusted alliances

• Proven ability to negotiate and manage partnerships, joint ventures, co-development agreements

• Executive presence and story-telling:

• Excellent communication skills with ability to influence senior executive to accelerate strategic initiatives

• Financial acumen & ROI tracking:

• Ability to establish and implement OKR frameworks for tracking value/ROI and reporting on business impact across multiple horizons

Preferred qualifications

• Experience managing budgets, resource allocation and operation processes to maximize team efficiency and project impact

• Knowledge of regulatory requirements in financial services

• High IQ and EQ - with a proven track record of leading teams and managing cross functional initiatives

Pay Range:

$109,688-$182,813/year
 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. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
 

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

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.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

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 (855) 575-6947.

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