Director, National Partnerships

This position is listed on behalf of a partner company, which manages all applications and next steps. Our partner is looking for a Director, National Partnerships based in the United States. This is a senior strategic leadership opportunity for an experienced partnerships professional passionate about building high-value relationships across the financial services and fintech ecosystem. You will lead a team of Relationship Managers and oversee engagement with a portfolio of leading financial advisory firms and institutional partners. Working closely with Sales, Marketing, Product, Engineering, Customer Success, and executive leadership, you will develop partnership strategies that strengthen engagement and generate measurable business growth. You will shape scalable partner programs, improve sales enablement, and turn strategic relationships into qualified pipeline, new customers, and long-term revenue. The role combines people leadership, executive relationship management, and cross-functional execution in a fast-growing, mission-driven fintech environment. Your work will help expand access to retirement savings solutions for employees at small and medium-sized businesses nationwide. Accountabilities - Lead, mentor, and develop a high-performing team of Relationship Managers, establishing a culture of accountability, excellence, and partner-centric service. - Oversee partner relationship management and due diligence processes, ensuring consistent execution and high-quality partner engagement. - Own the strategic vision and relationship development for a portfolio of high-value financial advisory and institutional partnerships. - Serve as executive sponsor for key accounts, building trusted relationships with senior leaders across registered investment advisors (RIAs), aggregators, asset managers, banks, and wealth management organizations. - Develop and execute partner strategies that support shared growth objectives, strengthen engagement, and generate near-term sales revenue.

- Create repeatable programs and go-to-market processes that convert partner relationships into qualified pipeline, new customers, and measurable commercial outcomes. - Build the infrastructure needed to support efficient advisor sales processes, including scalable workflows, partner enablement resources, and an engaging events calendar. - Design and deliver partner training and development programs for sales teams and other internal stakeholders. - Equip partners with ongoing product education, tools, resources, and best practices to strengthen their ability to represent and support available solutions. - Develop compelling presentations, pitches, and partner materials while coaching the team to communicate value effectively to diverse audiences. - Collaborate with Product and Engineering leadership to define priorities, manage roadmaps, and execute initiatives with new partner organizations. - Work with Sales, Finance, Operations, Marketing, and Customer Success to develop account management plans and ensure effective partner support. - Monitor partnership performance, identify opportunities for improvement, and use data to strengthen pipeline quality, conversion, forecasting, partner coverage, and seller performance. - Proactively resolve partner issues and conflicts, aligning solutions with commercial priorities and long-term relationship goals. - Exercise independent judgment and discretion in significant partnership, operational, and business decisions. Requirements: - Bachelor's degree in Business, Marketing, or a related field; an MBA is an advantage. - At least 6 years of experience growing and leading partner management, strategic alliances, or channel functions, preferably within financial services or fintech. - Proven leadership experience, including hiring, coaching, developing, and managing professionals against measurable revenue goals.