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 (advisor recruiting)
Builds
Qualified advisor opportunities and strategic vendor partnerships
Domain
Wealth management / Financial services
Deliverable
client delivery
Required skills
Strategic partnership development, vendor negotiation, advisor recruiting, relationship management, business development, contract negotiation, stakeholder alignment
Preferred skills
Network of third-party advisor recruiting firms, succession planning consultants, practice management organizations, industry influencers
Technologies
None stated
Responsibilities
Establish and nurture relationships with advisor recruiting firms and industry influencers; Identify emerging advisor acquisition channels; Negotiate contracts with third-party vendors; Partner with Legal, Compliance, and Procurement to onboard 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
