About the roleYou will oversee a team of relationship managers and lead our engagement strategy across a portfolio of top-tier financial advisory firms. In this high-impact role, you will leverage your expertise in institutional relationship management to deepen partnerships, ensure strategic alignment, and drive new sales growth. Acting as a trusted executive partner to our corporate clients, you will guide a team dedicated to maximizing partnership value and elevating financial advisor engagement.
The ideal candidate is a driven strategic operator and relationship-builder who thrives in a matrixed organization, works seamlessly across functions, and is confident in navigating both internal leadership and senior external stakeholders. You will build relationships that translate into pipeline, revenue, and long-term market advantage.
This is an opportunity to play a pivotal role in how Human Interest partners at scale, particularly in the Financial Advisory channel, while shaping new ways to drive long-term value for our customers and our partners.
About the teamYou will be responsible for working cross-functionally with leadership across Sales, Solutions, Marketing, Customer Success, and the Partnerships team to build the infrastructure that drives outcomes at scale. Your direct team will be focused on supporting sales, external partners relationships and net new partnerships.
What you get to do every day- Team Leadership & Development: Lead and mentor a high-performing team of Relationship Managers and Due Diligence process. Manage the cultivation, execution, and delivery of partner training and development for sales teams and stakeholders. Foster a culture of accountability, excellence, and partner-centricity.
- Build the infrastructure: Effectively enable advisor sales processes to work efficiently, create repeatable go-to-market motions, and build and manage an engaging events calendar.
- Identify & execute on strategic initiatives: Work with partners on current initiatives and growth goals while driving near-term sales revenue.
- Partner Relationship Strategy: Own the strategic vision and relationship development for a portfolio of high-value Partnerships. Serve as the executive sponsor for key accounts, cultivating long-term, trusted relationships with senior leadership across RIAs, aggregators, asset managers, banks, and wealth managers.
- Turn relationships into outcomes: Create repeatable programs that generate pipeline, customers, and strategic value, not just logos or introductions.
- Raise the communication bar: Build exceptional presentations, pitches, and partner materials, and coach the team to do the same.
- Strategic Collaboration: Work cross-functionally with Product and Engineering leaders to define priorities, manage roadmaps, and execute the strategy for initiatives with new partner organizations. Collaborate with Sales, Finance, and Operations leadership to develop specific account management plans and partner support.
- Partner Enablement: Provide ongoing training, support, and resources to ensure partners are up-to-date with the latest product features, tools, and best practices.
- Conflict Resolution: Proactively identify and address any issues or challenges within partner relationships, and provide solutions that align with business objectives.
- Decision Making: Consistent exercise of independent judgment and discretion in matters of significance
What you bring to the role- Education: Bachelor's degree in Business, Marketing, or a related field. MBA is a plus.
- Experience: 6+ years of experience in growing and leading partner management, strategic alliances, preferably in the Financial Services/FinTech Industry. Direct experience in leadership, including hiring, coaching, developing, and managing professionals against measurable revenue goals. Successful history of working with or managing relationships in the financial advisory/institutional space.
- Leadership: You have led and scaled a strategic partnerships or channel function with clear accountability for revenue. You have managed and developed strong teams, and people want to work for you, learn from you, and follow your leadership.
- Relationship Management: Proven ability to manage and grow strategic partner relationships, with experience in negotiating contracts, setting expectations, and resolving conflicts.
- Communication Skills: Excellent verbal and written communication skills, with the ability to influence, present, and articulate complex concepts to diverse audiences including internal senior leadership.
- Analytical Skills: Strong analytical and problem-solving skills with the ability to assess partnership performance and identify areas for improvement.
- Project Management: Experience managing multiple projects simultaneously in a fast-paced environment, with the ability to prioritize and meet deadlines.
- Sales/Marketing Experience: Knowledge of sales strategies, marketing programs, and business development techniques. Use data to improve pipeline quality, conversion, forecast accuracy, partner coverage, and seller performance.
- Technical Acumen: Familiarity with Financial Advisory partners, SaaS, FinTech, Banking, or related solutions.
Nice to have- Results-Driven: A proactive, goal-oriented leader with a focus on driving measurable outcomes.
- Strategic Visionary: Ability to see the big picture and formulate long-term strategies for growth. Proven Organizational Leadership, Strong Business Acumen, Strategic Insights.
- Collaborative: Strong team player who thrives in cross-functional environments and can work effectively across departments.
- Customer-Focused: Deep commitment to understanding the industry and meeting the needs of the corporate partner, financial advisors and internal stakeholders.
- Communication: Exceptional written and verbal communication skills in a fast paced environment.
Compensation - At Human Interest, there are a number of factors that are used to determine the appropriate pay range for each position. We take into account the cost of labor for each position in various markets across the U.S. The base salary for this position spans $170,000 - $175,000 plus a variable target component of $75,000 annuallyand represents the minimum in our lowest geographic region to a maximumin our highest geographic region. The salary we offer to a new employee within this range is based on their location within the U.S., their relevant job-related skills, and experience. At Human Interest, base salary is one component of the overall total rewards package. Depending on the position, additional compensation components such as bonuses, commissions, and equity may be offered. All of our employees are offered a robust suite of physical, financial, and mental wellness benefits. In compliance with applicable laws, we do not inquire about salary history, or about criminal history prior to a conditional offer of employment.
Benefits -
- A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
- Top-of-the-line health plans, as well as dental and vision insurance
- Competitive time off and parental leave
- Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
- Lyra: Enhanced Mental Health Support for Employees and dependents
- Carrot: Fertility healthcare and family forming benefits
- Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt
- Monthly work-from-home stipend; quarterly lifestyle stipend
- Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.
