AVP, Strategic Partners
Core
Identify, evaluate, structure, onboard, and grow third-party partnerships to improve the advisor and client experience and advance the firm's strategic priorities.
Role type
Senior IC strategic partnership lead (financial services)
Builds
Strategic partnerships with technology companies, venture-capital firms, and wealth-management ecosystem players
Domain
Financial Services / FinTech / Wealth Management
Required skills
Strategic partnership management, vendor evaluation, due diligence, stakeholder management, commercial judgment, business case development, contract negotiation, portfolio management, risk assessment
Preferred skills
Advisor technology knowledge, financial planning, client relationship management, third-party risk management, procurement processes, venture capital ecosystem relationships, data analysis
Technologies
Excel
Responsibilities
Manage a large portfolio of prospective partners through evaluation, due diligence, contracting, approval, onboarding, and launch; Build strong internal networks and coordinate across Product, Technology, Legal, Compliance, Risk, Procurement, Finance, and Marketing; Evaluate prospective partnerships based on advisor value, strategy, market opportunity, and economics; Develop business cases and executive recommendations; Participate in pricing, revenue-sharing, and commercial discussions; Monitor market developments to identify emerging partnership opportunities
Seniority
Senior, hands-on IC