Director of Strategic Partnerships

Responsibilities

• Build, manage, and expand relationships with key decision-makers at strategic partner firms
• Develop and execute strategic account plans to drive sales growth and revenue
• Identify opportunities for platform inclusion and product integration
• Monitor industry trends and regulatory developments
• Partner cross-functionally with Sales, Marketing, Product, and Operations
• Deliver product training and thought leadership presentations
• Maintain accurate sales forecasts and pipeline activity using CRM tools

Requirements

• 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
• Strong understanding of ERISA and non-ERISA retirement plan structures
• Experience working with RIAs, Broker-Dealers, and distribution platforms
• Proficiency with CRM systems, Microsoft Excel, and data analytics tools
• MBA or advanced degree preferred

Benefits

• Flexible PTO
• Health, dental, vision, life, and disability coverage
• Incentive bonus programs
• Growth opportunities and career development