Sr. Director, RIA Partnerships

About the role

The Sr. Director, RIA Partnerships will lead the strategic development and execution of partnerships with Registered Investment Advisors (RIAs). This role requires a deep understanding of the financial services industry and strong leadership skills to drive growth and innovation.

Responsibilities

• Develop and maintain relationships with RIAs to foster long-term business growth.
• Identify and pursue new partnership opportunities that align with company goals.
• Collaborate with cross-functional teams to ensure seamless integration of new partnerships.
• Manage and mentor a team of partners and account managers.
• Stay updated on industry trends and regulatory changes impacting RIAs.

Requirements

• Bachelor's degree in Business Administration, Finance, or related field.
• Minimum 10 years of experience in financial services, with at least 5 years in a leadership role.
• Proven track record of building and maintaining successful partnerships.
• Strong communication and interpersonal skills.
• Ability to work independently and manage multiple projects simultaneously.

Qualifications

• Experience with financial planning software and tools.
• Knowledge of compliance regulations and best practices in the financial services industry.
• Excellent analytical and problem-solving skills.

Skills

• Strategic thinking and ability to develop innovative solutions.
• Effective negotiation and conflict resolution skills.
• Strong project management capabilities.
• Ability to build and maintain strong relationships with clients and colleagues.

Benefits

• Competitive salary commensurate with experience.
• Flexible remote work option.
• Health insurance coverage.
• Annual performance bonuses.
• Professional development opportunities.

Pay

Not specified

Schedule

Full-time