Director, Strategic Advisor Partnerships
Core
Develop and manage strategic relationships with third-party organizations to drive financial advisor growth and affiliation decisions.
Role type
Senior strategic partnerships director (sales/business development)
Builds
Qualified advisor acquisition opportunities and strategic vendor partnerships
Domain
Wealth management / Financial services
Required skills
Strategic partnership development, vendor negotiation, advisor recruiting, relationship management, business development, contract negotiation, stakeholder alignment, pipeline development, talent acquisition strategy, market analysis
Preferred skills
Network of third-party advisor recruiting firms, succession planning consultants, practice management organizations, business brokers, industry influencers
Technologies
CRM systems, partnership management tools, contract management software
Responsibilities
Establish and nurture relationships with advisor recruiting firms, M&A consultants, and industry influencers; Identify emerging advisor acquisition channels and develop strategies to increase visibility; Negotiate contracts with third-party vendors; Partner with Legal, Compliance, and Procurement to manage strategic partnerships; Act as subject matter expert for PA value proposition with external vendors; Generate qualified opportunities across key recruiting segments (experienced advisors, teams, succession candidates, independent firms); Facilitate introductions between prospective advisors and field leadership.
Seniority
Director, strategic leadership