Analyst, Strategic Partners (Fintech)

Location: Fort Mill/Charlotte, United States of America; other locations include New York, Tempe, Boston, Arlington VA, Waltham MA, and Austin TX.

Base salary: $69,731.00–$116,184.00 per year.

Company

hirify.global is a U.S. wealth management firm providing financial advisors and institutions with affiliation models, investment solutions, fintech tools, and practice management services.

What you will do

• Support the vendor partnership team and interface directly with advisors to maintain positive advisor and partner experiences.
• Manage vendor relationships, communication, partnership objectives, and the new-partnership pipeline.
• Coordinate onboarding for new partnerships, including documentation, process setup, and cross-functional collaboration.
• Track, measure, and report financial and adoption metrics across vendor partnerships.
• Collaborate with internal teams to align partnerships with business and product strategy.
• Monitor industry trends and build relationships with emerging technology companies, venture capital firms, and innovative startups.

Requirements

• At least 1 year of experience in the financial sector, preferably with financial advisor technology, custodians, broker-dealers, fintech or SaaS firms; or at least 1 year in partnerships or financial technology.
• Curiosity, collaboration, reliability, and an entrepreneurial spirit.
• Research and trend-analysis skills with the ability to propose and present strategic recommendations.
• Strong collaboration and project management skills, including experience managing time-sensitive, complex projects with cross-functional teams.
• Strong written and verbal communication skills and the ability to educate audiences.
• Attention to detail.
• Proficiency with Microsoft Office, especially PowerPoint and Excel.

Nice to have

• Knowledge of financial advisor technology.
• Experience in strategic partnerships within wealth management, financial services, technology, or corporate innovation.

Culture & Benefits

• Full-time employment in a fast-paced, team-oriented environment focused on collaboration, integrity, continuous improvement, and client success.
• 401(k) matching, health benefits, employee stock options, paid time off, and volunteer time off.
• Work supporting innovation and fintech solutions across a large wealth management enterprise.

Hiring process

• Apply by logging in or creating an account; principals only.
• LPL communicates with applicants only from an @lplfinancial.com email address and does not conduct interviews online or in chatroom forums.
• LPL will not request payment or bank or credit-card information during the interview process.