Director, Strategic Partnership Initiatives (Private Equity)
About The Position
We are seeking a strategic and relationship-driven Director, Strategic Partnership Initiatives – Private Equity to expand and deepen our partnerships with private equity firms and investment partners. This individual will be responsible for identifying new opportunities, cultivating executive-level relationships, and building and executing a scalable strategy to unlock growth across our retirement platform with a focus on alternative investment product expansion solutions. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years! Heavy incentive component in addition to salary listed. Apply today!
Requirements
- Bachelor's degree finance, business, or related field; MBA or advanced degree preferred.
- 10+ years of experience in business development, private equity, investment banking, defined contribution, or strategic partnerships, with a proven track record of closing and scaling high-value relationships.
- Deep understanding of the private equity ecosystem, including fund structures, portfolio company needs, and industry trends.
- Strong executive presence with the ability to engage and influence C-suite stakeholders.
- Excellent negotiation and communication skills are essential, including verbal, written, interpersonal and strong presentation skills.
- Ability to operate in a fast-paced, entrepreneurial environment with a results-driven mindset.
- Extensive travel and overnight stays required (approximately 50%-75% of the time).
- Licenses Required within 5 months of employment: Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or equivalent).
Nice To Haves
- Experience with private equity and alternative strategies specific to the Defined Contribution space is strongly preferred.
Responsibilities
- Design and execute a comprehensive growth strategy focused on building relationships with investment companies, private equity firms and their portfolio companies.
- Identify, evaluate, and pursue new partnership opportunities that align with company objectives and drive revenue. Build and manage a robust pipeline of partnership opportunities, tracking progress against growth and revenue targets.
- Serve as the primary contact to grow alternative solutions in the retirement platform, fostering trusted, long-term relationships to create growth opportunities.
- Monitor private equity market trends, competitive activity, and deal flow to identify emerging opportunities.
- Act as a subject matter expert at private equity forums, industry conferences, and executive networking events.
- Partner with internal stakeholders (sales, product, strategic relations, strategy, legal, and marketing) to create value-driven solutions tailored to the needs of private equity partners.
Benefits
- Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided.
- Pension Eligible
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What This Job Offers
Job Type
Full-time
Career Level
Director
Number of Employees
5,001-10,000 employees
