Head of Partner Solutions (Financial Services Industry, Ascensus)

About the role

The Head of Partner Solutions is the executive growth leader for Ascensus Retirement's institutional and strategic partner business. This role is accountable for achieving specific partner-channel growth objectives, including sales generated through existing partners, retention, profitability, expansion of current institutional relationships, and development of new partner opportunities.

Responsibilities

• Own the operating discipline, engagement model, and growth accountability required to help partners enable sales within their own products and through their own distribution models, while coordinating with the appropriate Ascensus teams when direct sales support is required.
• Establish Partner Solutions as a disciplined growth engine and enterprise force multiplier by deepening executive relationships, expanding share of wallet, increasing adoption of Retirement and broader Ascensus solutions, and helping institutional partners grow with Ascensus.
• Build executive-level relationships with key decision makers across current and prospective partners, develop strategic partner plans, create rigor around engagement models and pipeline development, and work across product management, strategy, marketing, operations, technology, finance, Core Retirement sales, and other enterprise teams to maximize revenue growth, profitability, client value, and operating capabilities.
• Balance client needs, contractual commitments, growth opportunities, and organizational capabilities to deliver an outstanding partner and client experience.

Requirements

• A strong track record of general management, strategic thinking, business development, financial acumen, executive relationship management, coaching and talent development, sound judgment, and the ability to balance client needs, contractual commitments, growth opportunities, and organizational capabilities to deliver an outstanding partner and client experience.

Qualifications

• Proven success in leading complex, multi-faceted initiatives that drive growth and profitability.
• Experience in building and managing partnerships with institutional clients and/or financial services firms.
• Strong understanding of retirement and wealth management markets, and the ability to communicate effectively with executives from these industries.
• Ability to manage multiple priorities and projects simultaneously, with a focus on delivering results.
• Excellent interpersonal and communication skills, with the ability to build and maintain strong relationships with internal and external stakeholders.
• Ability to lead cross-functional teams and drive alignment across different departments.
• Experience in developing and executing strategic plans, with a focus on revenue growth and profitability.

Skills

• Strategic thinking and business acumen.
• Executive-level relationship management and coaching.
• Financial analysis and budgeting.
• Collaboration and teamwork.
• Client relationship management.

Benefits

• Competitive compensation package, including base salary and bonus potential.
• Flexible work arrangements, including hybrid and remote options.
• Health, dental, and vision insurance.
• 401(k) plan with company match.
• Professional development opportunities.

Pay

Salary range: $150,000 - $200,000 annually, depending on experience and qualifications.

Schedule

Hybrid to Needham, MA or Dresher, PA office, with flexibility for remote candidates outside of these areas, preferably on the East Coast.