Description
Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits.
You will oversee a team of relationship managers and lead our engagement strategy across a portfolio of top-tier financial advisory firms.
Responsibilities
- Team Leadership & Development: Lead and mentor a high-performing team of Relationship Managers and Due Diligence process.
- Build the infrastructure: Effectively enable advisor sales processes to work efficiently, create repeatable go-to-market motions, and build and manage an engaging events calendar.
- Identify & execute on strategic initiatives: Work with partners on current initiatives and growth goals while driving near-term sales revenue.
- Partner Relationship Strategy: Own the strategic vision and relationship development for a portfolio of high-value Partnerships.
- Turn relationships into outcomes: Create repeatable programs that generate pipeline, customers, and strategic value.
- Raise the communication bar: Build exceptional presentations, pitches, and partner materials, and coach the team to do the same.
- Strategic Collaboration: Work cross-functionally with Product and Engineering leaders to define priorities, manage roadmaps, and execute the strategy for initiatives with new partner organizations.
- Partner Enablement: Provide ongoing training, support, and resources to ensure partners are up-to-date with the latest product features, tools, and best practices.
- Conflict Resolution: Proactively identify and address any issues or challenges within partner relationships.
- Decision Making: Consistent exercise of independent judgment and discretion in matters of significance.
Requirements
- Education: Bachelor’s degree in Business, Marketing, or a related field. MBA is a plus.
- Experience: 6+ years of experience in growing and leading partner management, strategic alliances, preferably in the Financial Services/FinTech Industry.
- Leadership: You have led and scaled a strategic partnerships or channel function with clear accountability for revenue.
- Relationship Management: Proven ability to manage and grow strategic partner relationships.
- Communication Skills: Excellent verbal and written communication skills.
- Analytical Skills: Strong analytical and problem-solving skills.
- Project Management: Experience managing multiple projects simultaneously in a fast-paced environment.
- Sales/Marketing Experience: Knowledge of sales strategies, marketing programs, and business development techniques.
- Technical Acumen: Familiarity with Financial Advisory partners, SaaS, FinTech, Banking, or related solutions.
Benefits
- A great 401(k) plan with dollar-for-dollar employer match up to 4% of compensation.
- Top-of-the-line health plans, dental and vision insurance.
- Competitive time off and parental leave.
- Unlimited access to digital tools, financial professionals, and a knowledge center.
- Enhanced Mental Health Support for Employees and dependents.
- Fertility healthcare and family forming benefits.
- Student loan resource to help you and your family plan, borrow, and repay student debt.
- Monthly work-from-home stipend; quarterly lifestyle stipend.
- Engaging team-building experiences.
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