Director of Strategic Partnerships

This is a fully remote position, open to applicants in United States.

📋 Description

• Cultivate, oversee, and enhance relationships with primary decision-makers at key partner organizations.

• Formulate and implement strategic account plans aimed at promoting sales growth, broadening distribution, and increasing revenue across designated accounts.

• Recognize opportunities for platform integration, product collaboration, and co-marketing efforts with partner organizations.

• Keep track of industry trends, competitive actions, and regulatory changes to offer actionable insights to internal teams.

• Collaborate cross-functionally with Sales, Marketing, Product, and Operations to implement distribution strategies and client initiatives.

• Provide product training and thought leadership presentations to advisors, home office teams, and field consultants.

• Ensure accurate sales forecasts, pipeline activities, and account plans are maintained using CRM tools.

• Undertake additional responsibilities as assigned.

• Propel growth in plans and assets under administration across RIA and Broker-Dealer channels.

• Broaden strategic partnerships and platform placements.

• Enhance advisor engagement and the effectiveness of training.

• Maintain and boost satisfaction levels among key distribution partners.

⛳️ Requirements

• A bachelor's degree in Finance, Business, Economics, or a related field.

• 7–10 years of experience in retirement plan sales, national accounts, or institutional relationship management within the financial services sector.

• Strong knowledge of ERISA and non-ERISA retirement plan frameworks.

• Experience collaborating with RIAs, Broker-Dealers, and distribution platforms.

• Proficient in CRM systems, Microsoft Excel, and data analytics tools.

• An MBA or advanced degree is preferred.

• Capable of strategic and analytical thinking.

• Proficient in executive-level relationship management.

• Strong negotiation and presentation abilities.

• An entrepreneurial mindset with a focus on results.

• Ability to navigate complex organizational frameworks.

• Exceptional written and verbal communication skills.

🏝️ Benefits

• Hybrid and remote work options available for many positions.

• Competitive paid time off, including flexible and unlimited options.

• Support for continuous learning and career advancement.

• Comprehensive health, dental, vision, life, and disability coverage.

• Incentive bonus programs.

• Flexible working hours.

• An inclusive environment that values diversity, collaboration, and respect.

• Specific benefits and programs may differ by partner and position.