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Senior Business Development Manager Strategic Partnerships

💼 Full-time🗓 2026-07-24

Core

Build and manage a pipeline of U.S.-based financial institutions, investment groups, family offices, fund managers, RIAs, brokerages, fintech platforms, and professional investor communities to generate qualified introductions and demo opportunities for an AI-native investment product.

Role type

Senior Business Development Manager (Strategic Partnerships)

Builds

Strategic relationships leading to pilots, mutual endorsements, co-marketing, referral opportunities, or long-term partnerships for an AI-native investment product.

Domain

Fintech / Wealth Management / Investment Services

Deliverable

client delivery

Required skills

Business development, strategic partnerships, institutional sales, fintech partnerships, relationship-building with financial professionals, explaining complex products to sophisticated audiences, pipeline management

Preferred skills

Mandarin language proficiency

Technologies

None stated

Responsibilities

Build and manage a pipeline of U.S.-based financial institutions and investor communities; Generate qualified introductions and demo opportunities; Develop strategic relationships for pilots, endorsements, co-marketing, and referrals; Position the product as credible to professional investors.

Seniority

Senior, hands-on IC

Rewrite
## About the role - Build and manage a pipeline of U.S.-based financial institutions, investment groups, family offices, fund managers, RIAs, brokerages, fintech platforms, and professional investor communities - Generate qualified introductions and demo opportunities - Develop strategic relationships that can lead to pilots, mutual endorsements, co-marketing, referral opportunities, or long-term partnerships - Help position as a credible AI-native investment product for professional and sophisticated investors ## Qualifications Required (Mandarin Prefer) - 5+ years of experience in business development, strategic partnerships, institutional sales, fintech partnerships, or related roles - Experience in fintech, investing, wealth management, trading, financial services, or professional investor networks - Strong relationship-building skills with financial professionals, institutions, investors, or strategic partners - Ability to explain complex products clearly and credibly to sophisticated audiences - Strong communication, follow-up, and pipeline management skills - Ability to operate independently in a fast-moving, early-stage environment - Based in the San Francisco Bay Area, with ability to work on a hybrid schedule
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