Analyst, Strategic Partners
Core
Manage operational processes and the approval pipeline for new fintech vendor partnerships to empower financial advisors.
Role type
Strategic Partnerships Analyst (Fintech)
Builds
Vendor partnership ecosystem and onboarding processes for financial technology solutions
Domain
Financial Services / Fintech
Required skills
partnership management, vendor relationship management, process operationalization, cross-functional collaboration, strategic initiative tracking, financial metrics reporting, industry trend analysis, stakeholder communication, project management, Microsoft Office proficiency
Preferred skills
financial advisor technology knowledge, strategic partnerships in wealth management or corporate innovation, SaaS experience
Technologies
Microsoft PowerPoint, Microsoft Excel
Responsibilities
Support vendor partnership team with key tasks and processes; interface with advisors regarding partnership programs; manage vendor relationships as a point of contact; operationalize the new partnerships pipeline and track opportunities; coordinate onboarding for new partnerships including documentation and process setup; track and report financial and adoption metrics; foster relationships with emerging technology community and startups; stay updated on industry trends to identify new opportunities; act as a thought leader in strategic discussions.
Seniority
Junior to Mid-level, hands-on IC