Director – National Partnerships

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $170k - $175k / year

⏰ Full Time

🔴 Lead

💰 Account Manager

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Human Interest

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2015

💸 Finance

💳 Fintech

💰 $200M Series D on 2021-08

Finance • Fintech

Human Interest is a company that provides affordable and full-service 401(k) and 403(b) retirement plans, primarily targeting small and medium-sized businesses. Founded in 2015, they aim to streamline the retirement planning process through seamless payroll integrations with over 500 leading payroll systems. The company emphasizes low-cost funds and zero transaction fees, and offers customizable retirement solutions to meet the diverse needs of employers and their employees. Human Interest also provides investment advisory services through its subsidiary, Human Interest Advisors LLC. Their goal is to make retirement benefits accessible to businesses of varying sizes, enhancing employee financial wellness and satisfaction.

📋 Description

• Oversee and lead a team of Relationship Managers and the Due Diligence process • Lead partner training and development for sales teams and stakeholders • Foster accountability, excellence, and partner-centricity • Enable efficient advisor sales processes and create repeatable go-to-market motions • Build and manage an engaging events calendar • Work with partners on initiatives and growth goals while driving near-term sales revenue • Own strategic vision and relationship development for a portfolio of high-value partnerships • Serve as executive sponsor for key accounts across RIAs, aggregators, asset managers, banks, and wealth managers • Create repeatable programs that generate pipeline, customers, and strategic value • Build presentations, pitches, and partner materials and coach the team • Collaborate with Product and Engineering leaders to define priorities, manage roadmaps, and execute partner initiatives • Collaborate with Sales, Finance, and Operations leadership on account management plans and partner support • Provide partner training, support, and resources on product features, tools, and best practices • Identify and resolve partner relationship issues in alignment with business objectives • Work cross-functionally across Sales, Solutions, Marketing, Customer Success, and Partnerships to build scalable infrastructure

🎯 Requirements

• Bachelor’s degree in Business, Marketing, or a related field • 6+ years of experience growing and leading partner management or strategic alliances, preferably in Financial Services/FinTech • Direct leadership experience, including hiring, coaching, developing, and managing professionals against measurable revenue goals • Successful experience working with or managing relationships in the financial advisory/institutional space • Experience leading and scaling a strategic partnerships or channel function with revenue accountability • Experience managing and developing strong teams • Proven ability to manage and grow strategic partner relationships • Experience negotiating contracts, setting expectations, and resolving conflicts • Excellent verbal and written communication skills • Ability to influence, present, and articulate complex concepts to diverse audiences, including senior leadership • Strong analytical and problem-solving skills • Experience assessing partnership performance and identifying areas for improvement • Experience managing multiple projects simultaneously in a fast-paced environment • Knowledge of sales strategies, marketing programs, and business development techniques • Ability to use data to improve pipeline quality, conversion, forecast accuracy, partner coverage, and seller performance • Familiarity with Financial Advisory partners, SaaS, FinTech, Banking, or related solutions • Ability to exercise independent judgment and discretion in significant matters

🏖️ Benefits

• 401(k) with dollar-for-dollar employer match up to 4% of compensation, immediately vested, with $0 plan fees • Top-of-the-line health plans • Dental and vision insurance • Competitive time off and parental leave • Unlimited access to Addition Wealth digital tools, financial professionals, and knowledge center • Lyra enhanced mental health support for employees and dependents • Carrot fertility healthcare and family-forming benefits • Candidly student loan resources • Monthly work-from-home stipend • Quarterly lifestyle stipend • Team-building experiences, virtual social events, and team offsites • Variable target component of $75,000 annually • Potential additional bonuses, commissions, and equity

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