Remote Head of Partnerships

Full-time
Our SaaS platform combines powerful research, proposal generation, and client communication tools that transform complex financial data into clear visuals and actionable insights.
Thousands of leading RIAs, asset managers, and broker-dealers use YCharts to turn data into decisions, insights into action, and client conversations into growth.
We're looking for a driven and relationship-oriented Director of Strategic Partnerships to lead the growth and execution of our key industry alliances. This role will focus on cultivating and expanding high-impact partnerships with independent broker-dealers (IBDs), custodians, and third-party solution providers. You'll play a pivotal role in expanding our distribution, driving platform integrations, and unlocking co-marketing and co-selling opportunities that deliver long-term value.
Develop and operationalize a unifying partnership strategy and framework aligned with revenue and go-to-market priorities. Cultivate executive-level influence to drive strategic alignment and measurable outcomes
Identify, evaluate, and develop strategic partnerships with key firms including large IBDs, custodians, and third-party tech providers & consultants
Own the full partnership lifecycle: sourcing, relationship building, negotiation, contracting, onboarding, and performance management
Build and maintain executive-level relationships with partner organizations to drive adoption and strategic alignment
Collaborate with internal teams-product, sales, marketing, and legal-to ensure seamless execution and value realization
Develop business cases and partnership proposals, including strategic rationale, revenue projections, tangible goals, partnership agreements, and GTM plans
Track and report on KPIs, analyze performance data, and identify ways to deepen engagement and expand each partnership's impact
Stay current on market trends, competitive shifts, and emerging partner models to inform long-term strategy
7+ years of experience in business development, strategic partnerships, or enterprise sales, ideally in fintech, wealth management, or SaaS

• Deep understanding of the wealth management ecosystem, including IBDs, custodians, and advisor technology platforms
• Strong negotiation and relationship management skills, with a track record of closing and scaling partnerships
• 100% employer-paid health, dental, and vision insurance.
• 401(k) match to support your financial future.
• Flexible time off, vacation days, sick days, and a celebration day.
• Professional development stipend to help you grow in your career.
• Hybrid work schedule with flexibility to work both in-office and remotely.
• Summer hours so you can enjoy more sunshine.
• Modern, centrally located offices stocked with premium snacks, coffee, beverages and weekly lunch credits to fuel your day.
• At YCharts, we are committed to pay equity and transparency in all locations, including compliance with local pay disclosure requirements: the base salary for this role ranges from $150,000 - $205,000 with Total Cash Compensation ranging from $175,000 - $225,000 USD inclusive of bonuses and variable compensation. We believe innovation thrives in an environment where ideas are heard, growth is supported, and impact is measurable.

We celebrate diversity and are committed to fostering an inclusive, equitable environment for all employees.
Be part of the team transforming how the wealth management industry makes and communicates investment decisions.