Associate Director, Advisor Partnerships

Position Title  Associate Director, Advisor Partnerships

Reports to       Director, Advisor Partnerships

Classification  Exempt

POSITION SUMMARY

The Associate Director, Advisor Partnerships is a member of the Office of Business Development responsible for enhancing and expanding our network of advisor relationships, driving business growth and fostering long-term collaborations. This individual will be responsible for developing and managing strategic partnerships with financial advisors, investment professionals and other key stakeholders in an assigned book of business. This individual will identify business opportunities, conduct due diligence, and develop plans and strategies for new partnerships.

ESSENTIAL RESPONSIBILITIES

1. Works closely with Director, Firm Partnerships to implement firm business development strategy to deepen firm relationships through new advisors and generate business with existing advisors and collaborates with cross functional teams to ensure seamless communication and coordination with advisors.
2. Tracks and analyzes key performance indicators related to goals to build or grow advisor partnerships.
3. Cultivates prospects in the assigned book of business by identifying and assessing potential advisor partners and serves as the primary point of contact for key advisor partners.
4. Educates, onboards advisors, and scales new opportunities within an assigned region.
5. Implements strategies to increase the adoption of products and services among advisor partners.
6. Understands and effectively uses sales methodology to execute strategy.
7. Works positively and constructively across the Partnerships Team with a focus on developing strong relationships and opportunities to leverage resources and initiatives to efficiently achieve outcomes.
8. Maintains good working knowledge of other teams, their work, outcomes, and successes.

SKILLS AND QUALIFICATIONS

• Bachelor’s degree in business, marketing or a related field required
• 5 or more years of experience in business development, relationship management or a related field required
• Experience in the financial services industry, such as investments, insurance and/or banking
• Intermediate MS Office knowledge and experience
• Possess a high level of professionalism and interpersonal skills to handle sensitive and confidential situations, including ones that require immediate attention
• Comfortable and confident speaking with financial advisors and all internal and external constituents regarding complex issues
• Analytical mindset with the ability to use data to drive decision-making
• Demonstrated ability to work collaboratively in a cross-functional team environment
• Salesforce or equivalent CRM experience preferred