LPL Financial
Senior Analyst Strategic Partners
LPL Financial, Fort Mill, South Carolina, United States, 29715
Senior Analyst Strategic Partners
The Strategic Partners team within LPL's Wealth Management group is responsible for delivering a streamlined and high-quality experience for asset management partners. Those responsibilities include offering comprehensive product partnerships, advisor access to solutions, and promotional activities. Our team's goal is to ensure that LPL, in partnership with asset managers, facilitates advisor access to a broad array of solutions and to help those asset managers to grow at LPL, while helping to improve our firms' economic and risk profiles. This Senior Analyst Strategic Partners role will primarily focus on engaging asset managers in new partnership opportunities, liaising with existing partners and the Strategic Partners Relationship Management team, and helping to drive data-driven insights into LPL's partnership programs. The successful candidate will need experience with investments and advisory platforms, will need to think strategically, and drive tactical execution. Responsibilities: Support business-to-business interactions between LPL Financial and asset managers, including mutual fund, ETF, annuities, and alternatives companies. Analyze the corporate and economic relationships between LPL and our Strategic Partners. Interact with internal and external customers to identify, research, and resolve problems in business planning and selling or servicing products. Develop an understanding of how investment offerings and advisory platforms serve different advisor models and clearly articulate how each platform can solve our clients' business needs. Think independently, thrive in a fast-paced team environment, creatively problem solve, and connect various thoughts, observations, and results to develop innovative solutions and new insights that drive an improved partnership experience. Operate in partnership with other teams. This role also requires the candidate to help build and deliver presentations that convey new ideas or complicated data to various audiences within the firm, including senior leadership. What Are We Looking For? We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. Requirements: Bachelor's degree required 5+ years of financial services experience 4+ years investment product/platform experience 4+ years in the investment advisory product landscape, including mutual funds and ETFs Core Competencies: Developing negotiation, conflict resolution, and relationship management skills. Ability to interact effectively with internal and external business partners leveraging strong interpersonal and written communication skills. Ability to handle multiple projects and deliver quality outcomes within short timeframes. Energy, enthusiasm, strong work ethic. Strong analytical skills with expert abilities in Excel and strong PowerPoint and presentation skills. Deep understanding of investment products and advisory platforms. Preferences: FINRA Series 7 and 63 Experience working with legal teams and contracting processes. Previous experience in a Sponsor Relations/Strategic Partnership role is a plus. Previous experience with annuities, alternative investments, and/or SMAs is a plus. Pay Range: $79,125-$131,875/year. Actual base salary varies based on factors, including but not limited to, relevant skills, 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. Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Unified Mission: We are one team on one missiontaking care of our advisors so they can take care of their clients. Impactful Work: Our size is just right for you to make a real impact. Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Community Focus: We care for our communities and encourage our employees to do the same. 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. 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.
The Strategic Partners team within LPL's Wealth Management group is responsible for delivering a streamlined and high-quality experience for asset management partners. Those responsibilities include offering comprehensive product partnerships, advisor access to solutions, and promotional activities. Our team's goal is to ensure that LPL, in partnership with asset managers, facilitates advisor access to a broad array of solutions and to help those asset managers to grow at LPL, while helping to improve our firms' economic and risk profiles. This Senior Analyst Strategic Partners role will primarily focus on engaging asset managers in new partnership opportunities, liaising with existing partners and the Strategic Partners Relationship Management team, and helping to drive data-driven insights into LPL's partnership programs. The successful candidate will need experience with investments and advisory platforms, will need to think strategically, and drive tactical execution. Responsibilities: Support business-to-business interactions between LPL Financial and asset managers, including mutual fund, ETF, annuities, and alternatives companies. Analyze the corporate and economic relationships between LPL and our Strategic Partners. Interact with internal and external customers to identify, research, and resolve problems in business planning and selling or servicing products. Develop an understanding of how investment offerings and advisory platforms serve different advisor models and clearly articulate how each platform can solve our clients' business needs. Think independently, thrive in a fast-paced team environment, creatively problem solve, and connect various thoughts, observations, and results to develop innovative solutions and new insights that drive an improved partnership experience. Operate in partnership with other teams. This role also requires the candidate to help build and deliver presentations that convey new ideas or complicated data to various audiences within the firm, including senior leadership. What Are We Looking For? We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. Requirements: Bachelor's degree required 5+ years of financial services experience 4+ years investment product/platform experience 4+ years in the investment advisory product landscape, including mutual funds and ETFs Core Competencies: Developing negotiation, conflict resolution, and relationship management skills. Ability to interact effectively with internal and external business partners leveraging strong interpersonal and written communication skills. Ability to handle multiple projects and deliver quality outcomes within short timeframes. Energy, enthusiasm, strong work ethic. Strong analytical skills with expert abilities in Excel and strong PowerPoint and presentation skills. Deep understanding of investment products and advisory platforms. Preferences: FINRA Series 7 and 63 Experience working with legal teams and contracting processes. Previous experience in a Sponsor Relations/Strategic Partnership role is a plus. Previous experience with annuities, alternative investments, and/or SMAs is a plus. Pay Range: $79,125-$131,875/year. Actual base salary varies based on factors, including but not limited to, relevant skills, 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. Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Unified Mission: We are one team on one missiontaking care of our advisors so they can take care of their clients. Impactful Work: Our size is just right for you to make a real impact. Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Community Focus: We care for our communities and encourage our employees to do the same. 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. 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.