Director, National Partnerships

Accountabilities

Lead, mentor, and develop a high-performing team of Relationship Managers, establishing a culture of accountability, excellence, and partner-centric service.

Oversee partner relationship management and due diligence processes, ensuring consistent execution and high-quality partner engagement.

Own the strategic vision and relationship development for a portfolio of high-value financial advisory and institutional partnerships.

Serve as executive sponsor for key accounts, building trusted relationships with senior leaders across registered investment advisors (RIAs), aggregators, asset managers, banks, and wealth management organizations.

Develop and execute partner strategies that support shared growth objectives, strengthen engagement, and generate near-term sales revenue.

Create repeatable programs and go-to-market processes that convert partner relationships into qualified pipeline, new customers, and measurable commercial outcomes.

Build the infrastructure needed to support efficient advisor sales processes, including scalable workflows, partner enablement resources, and an engaging events calendar.

Design and deliver partner training and development programs for sales teams and other internal stakeholders.

Equip partners with ongoing product education, tools, resources, and best practices to strengthen their ability to represent and support available solutions.

Develop compelling presentations, pitches, and partner materials while coaching the team to communicate value effectively to diverse audiences.

Collaborate with Product and Engineering leadership to define priorities, manage roadmaps, and execute initiatives with new partner organizations.

Work with Sales, Finance, Operations, Marketing, and Customer Success to develop account management plans and ensure effective partner support.

Monitor partnership performance, identify opportunities for improvement, and use data to strengthen pipeline quality, conversion, forecasting, partner coverage, and seller performance.

Proactively resolve partner issues and conflicts, aligning solutions with commercial priorities and long-term relationship goals.

Exercise independent judgment and discretion in significant partnership, operational, and business decisions.

Requirements:

Bachelor's degree in Business, Marketing, or a related field; an MBA is an advantage.

At least 6 years of experience growing and leading partner management, strategic alliances, or channel functions, preferably within financial services or fintech.

Proven leadership experience, including hiring, coaching, developing, and managing professionals against measurable revenue goals.

Demonstrated success leading and scaling a strategic partnerships or channel function with direct accountability for revenue and business growth.

Strong experience developing and expanding relationships within financial advisory, institutional, or wealth management markets.

Proven ability to manage strategic partner relationships, negotiate commercial agreements, establish expectations, and resolve complex relationship challenges.

Experience building and executing partnership strategies that deliver measurable pipeline, customer acquisition, and revenue outcomes.

Excellent verbal and written communication skills, with the ability to influence senior stakeholders, deliver compelling presentations, and explain complex concepts clearly.

Strong analytical and problem-solving capabilities, including the ability to evaluate partnership performance and identify opportunities for improvement.

Experience managing multiple projects and priorities in a fast-paced environment while maintaining execution quality and meeting deadlines.

Solid understanding of sales strategies, marketing programs, business development, and partner enablement.

Ability to use data and performance insights to improve pipeline quality, conversion rates, forecast accuracy, partner coverage, and sales team effectiveness.

Familiarity with financial advisory partners, SaaS, fintech, banking, or related solutions.

Strong business acumen, strategic thinking, organizational leadership, and the ability to translate long-term objectives into practical initiatives.

Collaborative leadership style, with a strong commitment to customer and partner needs and the ability to work effectively across departments.

Proactive, results-oriented approach, with the ability to build trust, inspire teams, and drive continuous improvement.

Benefits:

Annual base salary ranging from $170,000 to $175,000, depending on geographic location, relevant skills, and experience.

Additional annual variable target compensation of $75,000.

Potential additional compensation components, such as bonuses, commissions, and equity, depending on the position.

Employer-sponsored 401(k) plan with a dollar-for-dollar company match of up to 4% of compensation, immediately vested, with no plan fees.

Comprehensive medical, dental, and vision insurance.

Competitive paid time off and parental leave.

Addition Wealth financial wellness resources, including digital tools, access to financial professionals, and educational resources.

Lyra enhanced mental health support for employees and their dependents.

Carrot fertility healthcare and family-forming benefits.

Candidly student loan resources to help employees and their families plan, borrow, and repay student debt.

Monthly work-from-home stipend and quarterly lifestyle stipend.

Team-building experiences, including virtual social events and team offsites.

Opportunity to contribute to a mission focused on expanding retirement savings access and improving long-term financial security for workers across the country.

Remote work environment and the opportunity to help shape a growing national partnerships function.