Director of Strategic Partnerships

🕒 March 31

🌽 Illinois – Remote

🌽 Illinois – Remote

💵 $150k - $205k / year

⏰ Full Time

🔴 Lead

💰 Account Manager

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YCharts

WebsiteLinkedInAll Job Openings

51 - 200 employees

💰 $6M Series C on 2015-05

YCharts is an investment research platform that enables smarter investments and better client communications, serving a client base of more than 5,000 RIAs, financial planners, and asset managers who oversee more than $750 billion in assets. YCharts helps investing professionals easily demonstrate their value to clients and prospects with tools that enhance client engagements and simplify often complex financial topics using visuals. A leading financial research platform, YCharts offers comprehensive data, powerful visualization tools, and advanced analytics for equity, mutual fund, and ETF data and analysis. As a modern, user-friendly platform for security research, portfolio construction, idea generation, and market monitoring, YCharts enables vast time savings and serves as an affordable alternative to terminal-based tools.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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.