Head of FI Partnerships

Job not on LinkedIn

🕒 October 1

🇺🇸 United States – Remote

💵 $212k - $291k / year

⏰ Full Time

🔴 Lead

💰 Account Manager

Where this job comes from

Posted on Everly's careers page ↗Everly's careers page, not through a job board

First seen by Remote Rocketship October 1

Still open on Everly's site. Checked 10 hours ago.

Apply Now
Logo of Everly

Everly

2 - 10 employees

Founded 2021

🛍️ eCommerce

🛒 Retail

👥 B2C

eCommerce • Retail • B2C

Everly is a direct-to-consumer candle brand that sells clean, non-toxic candle refill kits, vessels, and accessories through an online store. The company promotes sustainability by enabling customers to refill and reuse candle jars at home (their refill process is marketed as taking under 2 minutes), offers handmade vessels, bundles and bestsellers, and donates 1% of sales to environmental causes. The website content and HTML indicate an ecommerce/Shopify storefront with product pages for candle refills, bundles, vessels, and a store locator.

📋 Description

• Own the financial institution distribution partnership strategy from partner identification and prospecting through contract execution and long-term relationship management • Build and manage the partner pipeline from outreach through contract execution • Identify, develop, and maintain executive-level relationships across target financial institutions • Represent Everly at industry events to grow brand presence and network • Identify and build supporting roles and team structure as the business scales • Establish roles, workflows, and performance standards for new functions • Serve as a player-coach directing partner relationship management and onboarding execution • Oversee the end-to-end partner onboarding experience • Develop and continuously refine onboarding playbooks, training materials, and launch checklists • Collaborate with product, marketing, underwriting, compliance, and operations teams • Monitor early partner performance and address activation obstacles • Troubleshoot onboarding and post-launch activation problems • Act as internal champion for distribution partners by surfacing needs, feedback, and market intelligence • Partner with marketing on co-branded materials and enablement tools • Work with product teams to develop and customize distributor solutions • Collaborate with underwriting and compliance on regulatory and product requirements • Report pipeline health, milestones, and channel performance to senior leadership

🎯 Requirements

• Bachelor's degree in business, finance, or related field required • MBA strongly preferred • 12+ years in business development, distribution, or partnerships in life/annuity • Experience owning a channel or book of business • Demonstrated success signing and activating financial institution distribution partners • Experience building or managing sales support teams or insurance desks • Strong existing financial institution network across executive, product, distribution, marketing, and operations functions • Deep knowledge of life and annuity products • Exceptional relationship-building and negotiation skills from C-suite through operations • Entrepreneurial mindset, resilience, and ability to collaborate cross-functionally

🏖️ Benefits

• Annual incentive bonus designed to reward performance • Flexible paid time off (PTO) • Paid holidays, days of Significance, and a Volunteer Day • Paid parental leave eligible after 3 months of service • Medical, Dental & Vision Insurance • 401k with company match • Profit Sharing & Savings Plan • Short-term and long-term disability insurance • Flexible spending account • Life insurance • Educational Assistance • Associate Assistance Programs

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