SmartAsset - Partner Development Manager

Remote - Contiguous United States$140k - $180k+ Equity1w ago

Requirements

• 5+ years of experience in business development, channel management, or strategic partnership management, specifically within the B2B financial services industry (FinTech, FinServ, Asset Management, Broker-Dealer, or RIA space). • Proven track record of leading complex contract and price negotiations with large enterprise organizations, including contract of Master Services Agreements and vendor review processes. • A proven ability to effectively collaborate across multiple departments including sales, marketing, legal, compliance, and product. • Deep understanding of the operational structures, compliance requirements, and product approval processes within major financial institutions (wirehouses, banks, large RIAs). • Bachelor’s degree in Business, Finance, Economics, or a related field. • Experience as a project manager or lead on cross functional projects • Existing relationships with banks, wirehouses, registered investment advisory firms and/or turnkey asset management platforms (TAMPs) • Experience working with marketing and business development teams at financial advisory firms • Knowledge of wealth management and financial advisory industry trends and news • Proficiency with sales enablement tools (Salesforce, etc) and Google Workspace (Sheets, Slides, etc) • Prolonged periods of sitting at a desk and working on a computer • Must be able to communicate via phone calls and/or video conferences (mainly for concierge and sales roles)

Responsibilities

• Partnership Acquisition & Product Approval • Partnership Expansion: Identify, prioritize, and pursue new strategic partnership opportunities within targeted Business Development partners. • Partnership Expansion • Due Diligence Navigation: Serve as the internal and external lead for the due diligence process, working closely with compliance, legal, and product teams to successfully secure product approval and distribution placement on partner platforms. • Due Diligence Navigation: • Relationship Mapping: Develop deep, multi-level relationships within partner organizations, targeting key decision-makers across product, sales, and marketing teams. • Relationship Mapping • Strategic Relationship Management & Growth • Revenue Expansion: Own the ongoing growth and performance of assigned partnerships, consistently identifying opportunities for increased sales volume and product adoption within the channel. • Revenue Expansion: • Sales Enablement: Coordinate product training, presentations, and webinars for prospective and current financial advisor clients within our Business Development universe. • Sales Enablement: • Contracts, Negotiations and Compliance • Contract Negotiation: Partner with VP of Sales & Account Management on complex negotiations for Master Services Agreements (MSAs), partnership contracts, and subsequent renewals, ensuring favorable terms for pricing, service levels, and legal obligations. • Contract Negotiation • Pricing Strategy: Coordinate with VP of Sales & Account Management and Sales Operations and Strategy on pricing discussions, negotiations and implementation. • Pricing Strategy: • Compliance Adherence: Ensure all partnership activities, contracts, and marketing materials adhere to strict regulatory and compliance requirements specific to our partners, the financial services industry, and SmartAsset. • Compliance Adherence: • Cobranding, Marketing & Enablement • Content Development: Assist in creating high-quality partner-facing content, including pitch decks, training guides, and case studies. • Content Development: • Driving Inbound Interest: Collaborate with B2B marketing and SmartAsset Sales on strategies to drive inbound advisor prospects from our Business Development partners. • Driving Inbound Interest:

Benefits

• Fully Remote Work: All roles are fully remote within the contiguous U.S., giving you flexibility to do your best work from where you thrive. • Fully Remote Work: • Comprehensive Health Coverage: Multiple Medical, Dental, and Vision plan options through trusted national carriers—so you can choose what fits your needs. • Comprehensive Health Coverage: • Life & Disability Protection: Company-paid Life/AD&D coverage, with options to add supplemental life and disability plans for extra peace of mind. • Life & Disability Protection: • Financial Wellness: 401(k) with employer match, pre-tax savings through FSA and HSA options, and equity packages offered for every role. • Financial Wellness: • Time Off That Works: Generous vacation, sick, and parental leave policies—because balance matters. • Time Off That Works: • Additional Perks: Pet insurance, home office stipend, and Employee Assistance Program (EAP)