Director, Partnerships
Core
Building and scaling the partnerships function for an AI wealth management platform to drive distribution through broker-dealers, aggregators, and industry networks.
Role type
Director, Partnerships (Foundational hire, 80% IC execution / 20% function building)
Builds
Hazel's partnership pipeline, technology integrations, affiliate channels, and commercial deal structures for the RIA market.
Domain
Fintech / Wealth Management / AI
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Business development, partnership strategy, executive negotiation, deal structuring, channel management, technical fluency (APIs/integrations), RevOps
Preferred skills
Broker-dealer or aggregator experience, early-stage startup experience, relationships with consulting firms (T3, F2, Ezra), AI product knowledge
Technologies
APIs, integrations, partner CRMs, attribution models
Responsibilities
Lead CEO-adjacent conversations with Tier 1 targets (broker-dealers, aggregators), architect technology partnership programs, design partnership economics (rev-share, co-sell), build the partnership operating model, partner with Sales/Marketing/Product/Finance on GTM.
Seniority
Director, foundational hire
