Vanilla Technologies - Strategic Partnerships Director
Requirements
• 8+ years in BD, partnerships, or strategic sales in fintech or financial services • Track record of partner programs that drove pipeline and revenue—not just relationships • Experience with enterprise FS channels: IBDs, TAMPs, custodians, or RIA platforms • Strong negotiation skills; experience closing complex partnership agreements • High EQ; can manage a large portfolio of relationships independently • Must be authorized to work in the US; no visa sponsorship • Familiarity with wealthtech: CRMs, portfolio management, custodians, planning tools • Existing relationships in wealthtech, RIA, or IBD space • Experience with estate planning or adjacent legal/tax fintech • ✅ YOU MIGHT BE A GREAT FIT IF • You’ve built a partnerships program from scratch and own it commercially • You measure yourself by pipeline and revenue, not signed agreements • You’re comfortable in C-suite pitches and technical integration conversations • You build the playbook as you go and thrive without a lot of structure • ❌ YOU MAY NOT BE A GREAT FIT IF • You need a team or heavy process to be effective • You hand off relationships after the deal is signed • The wealthtech or estate planning space is entirely new to you
Responsibilities
• Own partnership strategy across distribution, tech integrations, and professional channels • Source, negotiate, and close partnerships; manage relationships end-to-end • Navigate enterprise onboarding: security reviews, compliance, procurement • Drive pipeline through the referral program and co-selling with Sales • Partner with Product to evaluate and launch technology integrations • Report performance and pipeline to ELT; represent Vanilla at industry events
Benefits
• The salary range for this role is $165,000 to $185,000. Our compensation packages also include a performance based bonus and equity. Compensation is based on a number of factors and may vary depending on job-related knowledge, skills, and experience. • Flexible paid time off policy and 10 company-wide paid holidays • Parental leave, 4 weeks for all full-time employees and up to 12 weeks for birthing parents • Medical, dental, and vision benefits coverage for employees and their families • 401K eligibility after one month of employment • Free estate planning documents • Budget for learning & development and home office setup • Paid parking or transit for hybrid and in office employees
Apply in one click
Upload My Resume
Drop here or click to browse · Tap to choose · PDF, DOCX, DOC, RTF, TXT