Partner Development Manager

SmartAsset

2h • $140,000 - $180,000 • Remote

About The Position

The Partner Development Manager, Business Development Channels, is a strategic, high-impact role responsible for securing and expanding relationships with Business Development partners, including large wirehouses, banks, and decentralized Registered Investment Advisor (RIA) firms. The primary objective is to gain product approval and adoption, drive revenue growth through these channels, and develop relationships with new and existing Business Development partners.

Requirements

• 5+ years of experience in business development, channel management, or strategic partnership management, specifically within the B2B financial services industry (FinTech, FinServ, Asset Management, Broker-Dealer, or RIA space).
• Proven track record of leading complex contract and price negotiations with large enterprise organizations, including contract of Master Services Agreements and vendor review processes.
• A proven ability to effectively collaborate across multiple departments including sales, marketing, legal, compliance, and product.
• Deep understanding of the operational structures, compliance requirements, and product approval processes within major financial institutions (wirehouses, banks, large RIAs).
• Bachelor’s degree in Business, Finance, Economics, or a related field.

Nice To Haves

• Experience as a project manager or lead on cross functional projects
• Existing relationships with banks, wirehouses, registered investment advisory firms and/or turnkey asset management platforms (TAMPs)
• Experience working with marketing and business development teams at financial advisory firms
• Knowledge of wealth management and financial advisory industry trends and news
• Proficiency with sales enablement tools (Salesforce, etc) and Google Workspace (Sheets, Slides, etc)

Responsibilities

• Identify, prioritize, and pursue new strategic partnership opportunities within targeted Business Development partners.
• Serve as the internal and external lead for the due diligence process, working closely with compliance, legal, and product teams to successfully secure product approval and distribution placement on partner platforms.
• Develop deep, multi-level relationships within partner organizations, targeting key decision-makers across product, sales, and marketing teams.
• Own the ongoing growth and performance of assigned partnerships, consistently identifying opportunities for increased sales volume and product adoption within the channel.
• Coordinate product training, presentations, and webinars for prospective and current financial advisor clients within our Business Development universe.
• Partner with VP of Sales & Account Management on complex negotiations for Master Services Agreements (MSAs), partnership contracts, and subsequent renewals, ensuring favorable terms for pricing, service levels, and legal obligations.
• Coordinate with VP of Sales & Account Management and Sales Operations and Strategy on pricing discussions, negotiations and implementation.
• Ensure all partnership activities, contracts, and marketing materials adhere to strict regulatory and compliance requirements specific to our partners, the financial services industry, and SmartAsset.
• Collaborate with the internal Marketing department and partner marketing teams to develop and execute targeted, co-branded marketing campaigns and sales collateral.
• Assist in creating high-quality partner-facing content, including pitch decks, training guides, and case studies.
• Collaborate with B2B marketing and SmartAsset Sales on strategies to drive inbound advisor prospects from our Business Development partners.

Benefits

• Fully Remote Work
• Comprehensive Health Coverage: Multiple Medical, Dental, and Vision plan options
• Life & Disability Protection: Company-paid Life/AD&D coverage, with options to add supplemental life and disability plans
• Financial Wellness: 401(k) with employer match, pre-tax savings through FSA and HSA options, and equity packages
• Time Off That Works: Generous vacation, sick, and parental leave policies
• Additional Perks: Pet insurance, home office stipend, and Employee Assistance Program (EAP)

What This Job Offers

• Job Type: Full-time
• Career Level: Senior