AVP, Strategic Partners

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 - $182,800.00Actual 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!

Salary : $109,700 - $182,800