Director of Strategic Partnerships

🕒 Março 31

🗣️🇺🇸🇬🇧 Inglês obrigatório

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YCharts

51 - 200 funcionários

💰 $6.000.000 Series C em 2015-05

YCharts é uma plataforma de pesquisa de investimentos que permite investimentos mais inteligentes e melhores comunicações com clientes, atendendo a uma base de clientes de mais de 5.000 consultores de investimento registrados, planejadores financeiros e gestores de ativos que supervisionam mais de 750 bilhões de dólares em ativos. A YCharts ajuda os profissionais de investimento a demonstrarem facilmente seu valor aos clientes e potenciais clientes com ferramentas que melhoram os engajamentos com clientes e simplificam temas financeiros muitas vezes complexos por meio de visuais. Como uma plataforma líder de pesquisa financeira, a YCharts oferece dados abrangentes, ferramentas de visualização poderosas e análises avançadas para dados e análises de ações, fundos mútuos e ETFs. Como uma plataforma moderna e amigável para pesquisa de segurança, construção de portfólio, geração de ideias e monitoramento de mercado, a YCharts possibilita vastas economias de tempo e serve como uma alternativa acessível a ferramentas baseadas em terminais.

Descrição

• Develop and operationalize a unifying partnership strategy and framework aligned with revenue and go-to-market priorities. • Cultivate executive-level influence to drive strategic alignment and measurable outcomes • Identify, evaluate, and develop strategic partnerships with key firms including large IBDs, custodians, and third-party tech providers & consultants • Own the full partnership lifecycle: sourcing, relationship building, negotiation, contracting, onboarding, and performance management • Build and maintain executive-level relationships with partner organizations to drive adoption and strategic alignment • Collaborate with internal teams—product, sales, marketing, and legal—to ensure seamless execution and value realization • Develop business cases and partnership proposals, including strategic rationale, revenue projections, tangible goals, partnership agreements, and GTM plans • Track and report on KPIs, analyze performance data, and identify ways to deepen engagement and expand each partnership’s impact • Represent the company externally at industry events, partner meetings, and conferences • Stay current on market trends, competitive shifts, and emerging partner models to inform long-term strategy

🎯 Requisitos

• 7+ years of experience in business development, strategic partnerships, or enterprise sales, ideally in fintech, wealth management, or SaaS • Deep understanding of the wealth management ecosystem, including IBDs, custodians, and advisor technology platforms • Strong negotiation and relationship management skills, with a track record of closing and scaling partnerships • Excellent cross-functional collaboration skills with the ability to influence across departments • Strategic thinker with strong analytical and communication capabilities • Comfortable working in a fast-paced, growth-oriented environment

🏖️ Benefícios

• 100% employer-paid health, dental, and vision insurance. • 401(k) match to support your financial future. • Opportunities for internal mobility and cross-functional collaboration. • Flexible time off, vacation days, sick days, and a celebration day. • Paid parental leave to support work-life balance. • Professional development stipend to help you grow in your career. • Hybrid work schedule with flexibility to work both in-office and remotely. • Summer hours so you can enjoy more sunshine. • Recognition programs to celebrate contributions and milestones. • Modern, centrally located offices stocked with premium snacks, coffee, beverages and weekly lunch credits to fuel your day. • Regular team events, celebrations, and company-wide gatherings that keep our culture connected and collaborative.

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