Head of Strategic Partnerships

Responsibilities

• Develop and execute Janney's strategic partnership strategy to identify, evaluate, negotiate, and grow relationships that generate client referrals, advisor recruiting opportunities, and enhance client and advisor capabilities.
• Source and cultivate relationships with regional banks, CPA and professional services firms, fintech providers, wealth technology companies, and other strategic organizations that align with Janney's growth objectives.
• Establish a disciplined process to evaluate and partner with various firms that will complement the Janney service model.
• Structure partnership agreements, business cases, and commercial arrangements that balance growth opportunities with financial, operational, legal, and regulatory considerations.
• Create scalable partnership frameworks, implementation playbooks, and governance processes that accelerate onboarding and maximize long-term partner success.
• Partner with various areas across the firm to successfully launch, support, and optimize strategic partnerships.
• Monitor partnership performance through defined metrics, identifying opportunities to improve referral activity, advisor engagement, client acquisition, and overall return on investment.
• Stay informed on industry trends, competitive partnerships, advisor recruiting dynamics, and emerging technologies to identify new opportunities that strengthen Janney's competitive position.
• Build strong relationships with senior executives, external partners, and advisors while serving as a trusted representative of Janney in strategic discussions and negotiations.
• Provide strategic support to the Chief Wealth Solutions Officer by preparing executive presentations, coordinating cross-functional initiatives, monitoring key priorities, and driving follow-through on strategic projects.
• Manage sensitive and confidential initiatives with sound judgment, strong organizational skills, and the ability to influence outcomes across the organization without direct authority.

Qualifications

• Bachelor's degree required; advanced degree or relevant professional designation preferred.
• Ten or more years of progressive experience in wealth management, financial services, business development, strategic partnerships, corporate strategy, consulting, or a related field.
• Deep understanding of the wealth management ecosystem, including broker-dealers, RIAs, banks, professional referral networks, and advisor recruiting dynamics.
• Demonstrated success developing, negotiating, and managing strategic partnerships or complex commercial relationships.
• Strong commercial and financial acumen with experience evaluating business opportunities, partnership economics, and strategic investments.
• Excellent negotiation, relationship management, and executive communication skills, with the ability to influence senior leaders both internally and externally.
• Proven ability to lead cross-functional initiatives and drive execution across multiple stakeholders without direct management responsibility.
• Highly analytical, organized, and results-oriented, with the ability to manage multiple strategic initiatives simultaneously.
• Demonstrated discretion and sound judgment in handling confidential information and executive-level priorities.
• Passion for building collaborative relationships and creating innovative partnerships that deliver measurable value for clients, advisors, and the firm.

Benefits

Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future. Explore further.