About The Position

Bridgewise is an AI-based actionable investment intelligence platform for retail investors and financial advisors. Its white-label solutions help financial institutions increase trading volume and activity, investor lifetime value, financial advisor productivity, and assets under management. The solutions integrate with existing channels and are compliant, multilingual, and personalized. Bridgewise serves more than 110 financial institutions worldwide and has offices in the US, Latin America, Europe, East Asia, and the Middle East. The Regional Partnerships Director will own Bridgewise’s partnership strategy across the Americas, building and closing relationships with wealthtech platforms, data providers, and channel distributors that drive regional growth. The role defines the regional partnership framework, leads strategic deals from initial discussions through agreement and integration scoping, and develops existing partnerships through integration planning, joint go-to-market activity, and growth opportunities. The Director serves as the primary relationship owner for key regional partners, collaborates with Sales, Product, and Marketing, represents Bridgewise at industry events, and reports partnership performance to leadership.

Requirements

  • At least 8 years of successful experience in partnerships, business development, or strategic alliances, including at least 4 years in a senior or director-level role.
  • Proven track record of closing complex, multi-stakeholder technology partnership deals, ideally in fintech, wealthtech, or financial data and analytics.
  • Direct experience working with or selling into financial platforms, such as wealthtech platforms, retail banks, broker-dealers, custodians, or advisor technology companies.
  • Experience structuring API or technology integration partnerships.
  • Strategic thinking and strong commercial and negotiation skills, including the ability to translate market opportunities into structured partnership programs and lead complex deal discussions at C-suite level.
  • Outstanding interpersonal and communication skills, with the ability to build credibility quickly with senior stakeholders.
  • Comfort operating with significant autonomy in a fast-moving startup environment.

Nice To Haves

  • Familiarity with AI, investment research, or financial data products.

Responsibilities

  • Define and own Bridgewise’s Americas partnership framework, including partner categories, tiers, commercial models, and success metrics.
  • Identify, qualify, and lead end-to-end negotiations for high-value strategic partnerships across the Americas, from initial conversation through signed agreement and integration scoping.
  • Structure partnership deals involving content licensing, white-label/OEM, API integration, co-selling, and channel resale.
  • Onboard and grow partners by building integration roadmaps, co-marketing plans, and joint go-to-market motions, and identifying upsell and cross-sell opportunities within the existing portfolio.
  • Serve as the primary relationship owner for Bridgewise’s most strategic partners in the region.
  • Collaborate with Sales, Product, and Marketing to align co-sell motions, integration capabilities, and co-marketing activations.
  • Represent Bridgewise at industry conferences and executive briefings across the Americas.
  • Report partnership pipeline, revenue contribution, and partner health metrics to leadership.
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