AVP, Strategic Partners

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! Excited to learn more? If so, then this could be the role for you! 

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 22,000 financial advisors, 800+ institution-based investment programs and 450+ independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview:

We are seeking an Assistant Vice President to join the Strategic Partners team within LPL Wealth Management Solutions which provides centralized business, project, data and partnership management services to support LPL’s Investment Product teams, Advisory Platforms, Retirement Partners, Institutional Clients and Research. This role serves as a critical part of LPL’s strategy to support advisors and our product partners by identifying and executing on key firm initiatives requiring partner support.

Responsibilities:

• Serve as a relationship manager between LPL Financial and our product partners, drive business decisions, lead business and contract negotiations, craft and conduct business planning activities, lead execution of key initiatives, and directly managing the corporate & economic relationships between LPL and our partners.

• Maintain and evolve existing partnerships with large institutional clients

• Leverage and continually grow industry knowledge to deliver competitive solutions that will enable LPL to recruit to and drive adoption of our centrally managed platforms. 

• Lead and drive projects, initiatives, decisions and tasks forward to the successful execution of key priorities. 

• Evolve LPL’s business intelligence capabilities to better support LPL Financial Professionals, their clients, and our Strategic Partners

• Be a strategic thought leader who can identify industry trends and execution-oriented opportunities to unlock value across the wealth and asset management ecosystems

• Identify shared strategic priorities across firms and help drive initiatives leading to successful outcomes

• Source, select, and align the best partner capabilities to support LPL Financial’s strategic needs and roadmap

• Lead revenue-related discussions with sponsors, including marketing support, conference support, and technology investments

• Prepare for productive engagements/meetings with product sponsors

• Manage internal access and connectivity with sponsors across the organization

• Partner with subject matter experts to stay aligned on key announcements and to gather relevant content updates.

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:

• Bachelor's degree or equivalent work experience

• 7+ years of wealth management experience in the advisory industry with product knowledge across all asset classes.

• Experience building executive level presentations, PowerPoint

Core Competencies:

• Strong executive presence and negotiation skills

• Proven business analytics capabilities and vision

• Self-manages against objectives with proactive status updates

• Energy, enthusiasm and strong work ethic

• Excellent project/program execution skills, directing activities across teams in a complex enterprise

• Advanced knowledge of Microsoft Word, Excel, and PowerPoint

• Manages multiple projects, delivering quality outcomes within short timeframes

• Collaborative team player, building strong rapport with teams

• Demonstrates strong business and financial acumen

• Excellent written and verbal communication skills

• Critical thinking and acute attention to detail

• Strong people and organizational skills

Preferences:

• FINRA Series 7 & 63 license, MBA

• Understanding of Wealth Management and Asset Management business and stakeholder dynamics

• Previous experience in a Sponsor Relations/Strategic Partnership role is a plus

• TAMP program experience

Pay Range:

$109,700.00 - $182,800.00

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. 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!

Why LPL?

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

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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.