Sr. Analyst, Strategic Tech Partners

Senior Analyst, Strategic Technology Partnerships

Role Overview

The Senior Analyst, Strategic Technology Partnerships plays a critical role in advancing LPL’s third‑party technology ecosystem by owning partnership execution, influencing strategy, and driving measurable outcomes. This role goes beyond operational support to act as a trusted partner to vendors, advisors, and internal stakeholders, helping translate emerging technology and market trends into scalable, compliant, and monetizable solutions for LPL and its advisors.

The Senior Analyst is expected to operate with a high degree of autonomy, proactively identify opportunities for improvement and growth, and contribute meaningfully to strategic discussions with leadership across product, growth, legal, risk, and compliance.

Key Responsibilities

Partnership Execution & Ownership

• Serve as a primary relationship owner for a portfolio of strategic technology partners, ensuring strong communication, alignment to partnership objectives, and a high‑quality advisor and vendor experience.
• Independently manage day‑to‑day partnership operations while identifying opportunities to streamline workflows, improve partner performance, and scale impact.
• Act as a point of escalation for partnership issues, coordinating across internal teams to drive resolution and maintain momentum.

Strategic Pipeline & Onboarding Leadership

• Own and operationalize the new partnership pipeline, from early‑stage evaluation through onboarding and activation, including prioritization against LPL’s strategic initiatives.
• Lead onboarding efforts for new partners, coordinating documentation, process setup, and cross‑functional collaboration with Legal, Risk, Compliance, Product, and Go‑to‑Market teams to ensure smooth and timely integration.
• Contribute to partnership evaluation by synthesizing insights across advisor demand, strategic fit, monetization potential, and operational complexity.

Insights, Metrics & Business Impact

• Track, analyze, and report financial, adoption, and performance metrics across vendor partnerships, translating data into insights that inform prioritization and leadership decision‑making.
• Proactively identify trends, risks, and opportunities within the partner ecosystem and recommend actions to improve outcomes for advisors and LPL.
• Support revenue‑generating initiatives such as revenue‑share partnerships, event sponsorships, and new monetization models.

Cross‑Functional Leadership & Influence

• Partner closely with internal stakeholders across product, growth, technology, marketing, and operations to ensure partnerships are aligned with broader business and platform strategy.
• Serve as a subject‑matter resource expert for internal teams seeking guidance on fintech capabilities, emerging technology trends, and third‑party solutions and emerging advisor technology trends.
• Mentor and provide informal guidance to more junior team members, contributing to team consistency and execution excellence.

Market Awareness & Thought Leadership

• Build and maintain relationships within the emerging technology ecosystem, including startups, venture capital firms, and innovation communities, to stay ahead of industry trends.
• Act as a thought partner in strategic discussions with senior leadership by bringing informed perspectives on market dynamics, competitive landscape, and partnership opportunities.
• Contribute to internal materials, leadership updates, and strategic narratives that position the Tech Strategic Partners team as a value‑creating partner, not just a sourcing function.

Required Qualifications

• 3+ years of experience within:
  • Financial services or wealth management technology (custodian, broker‑dealer, advisor technology, or FinTech/SaaS), and/or
  • A strategic partnerships, business operations, or corporate innovation function.
• Demonstrated experience working directly with external partners and internal cross‑functional teams in a complex, regulated environment.

Core Competencies

• Strong sense of ownership, accountability, and follow‑through; able to manage work independently with minimal oversight and be relatable via people skills.
• Highly analytical, with the ability to synthesize data, trends, and qualitative inputs into clear strategic recommendations.
• Proven project management skills, including managing time‑sensitive, cross‑functional initiatives with multiple stakeholders.
• Excellent written and verbal communication skills, with the ability to educate, influence, and align diverse audiences.
• Detail‑oriented, process‑minded, and comfortable operating in ambiguity.
• Advanced proficiency with Microsoft Excel and PowerPoint, including building leadership‑ready materials and insights.

Preferred Qualifications

• Direct experience supporting or managing strategic technology partnerships within wealth management, financial services, or enterprise technology.
• Familiarity with advisor technology ecosystems, including planning, CRM, portfolio management, data, or AI‑enabled tools.
• Exposure to vendor onboarding, risk/compliance processes, or commercialization of third‑party solutions.

Pay Range:

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 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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