Head of FI Partnerships

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

📋 Description

• Take ownership of the distribution partnership strategy for financial institutions, covering everything from partner identification and prospecting to contract execution and long-term relationship management.

• Develop and oversee the partner pipeline from initial outreach to contract finalization.

• Identify, cultivate, and sustain executive-level relationships within targeted financial institutions.

• Represent Everly at industry events to enhance brand visibility and expand networking opportunities.

• Identify and establish supporting roles and team structures as the business expands.

• Define roles, workflows, and performance benchmarks for new functions.

• Act as a player-coach, leading partner relationship management and onboarding initiatives.

• Manage the complete partner onboarding experience from start to finish.

• Create and continuously improve onboarding playbooks, training resources, and launch checklists.

• Collaborate with product, marketing, underwriting, compliance, and operations teams.

• Track early partner performance and resolve activation challenges.

• Address onboarding and post-launch activation issues proactively.

• Serve as an internal advocate for distribution partners by conveying their needs, feedback, and market insights.

• Collaborate with marketing on co-branded materials and enablement tools.

• Work with product teams to develop and tailor distributor solutions.

• Partner with underwriting and compliance teams to meet regulatory and product requirements.

• Report on pipeline health, milestones, and channel performance to senior leadership.

⛳️ Requirements

• A bachelor's degree in business, finance, or a related field is required.

• An MBA is strongly preferred.

• Over 12 years of experience in business development, distribution, or partnerships within the life/annuity sector.

• Proven experience managing a channel or book of business.

• Demonstrated success in signing and activating distribution partners within financial institutions.

• Experience in building or managing sales support teams or insurance desks.

• A strong existing network within financial institutions, spanning executive, product, distribution, marketing, and operations functions.

• In-depth knowledge of life and annuity products.

• Outstanding relationship-building and negotiation skills, from C-suite executives to operational staff.

• An entrepreneurial mindset, resilience, and the ability to work collaboratively across functions.

🏝️ Benefits

• An annual incentive bonus designed to reward performance.

• Flexible paid time off (PTO).

• Paid holidays, days of significance, and a designated Volunteer Day.

• Paid parental leave available after three months of service.

• Comprehensive Medical, Dental & Vision Insurance.

• 401k plan with company matching.

• Profit Sharing & Savings Plan.

• Short-term and long-term disability insurance.

• Flexible spending account.

• Life insurance coverage.

• Educational assistance programs.

• Associate assistance programs.