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Director, Strategic Advisor Partnerships

🔥 2 minutes ago

🦌 Connecticut, Maine, +13 more states – Remote

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💵 $147.1k - $220.7k / year

⏰ Full Time

🔴 Lead

🧐 Strategy

👻 Ghost score 0%

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Logo of Prudential Financial

Prudential Financial

10,000+ employees

Founded 1875

💸 Finance

🛡️ Insurance

🏠 Real Estate

Finance • Insurance • Real Estate

Prudential Financial is a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. With a heritage in life insurance and asset management, the company helps individual and institutional customers grow and protect their wealth. Prudential offers a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, asset management, and real estate services.

📋 Description

• Develop and manage strategic relationships with third-party organizations influencing financial advisor affiliation decisions • Drive advisor growth by building partnerships that generate qualified opportunities across recruiting segments • Establish and nurture relationships with advisor recruiting firms, M&A consultants, succession planning organizations, custodial referral programs, practice management consultants, and wealth management influencers • Identify emerging advisor acquisition channels and increase Prudential Advisors' visibility among target advisor populations • Develop partnership strategies that expand access to advisor talent and support sustainable growth • Negotiate third-party vendor contracts and monitor competitor strategies for external sourcing • Partner with Enterprise Vendor Governance, Legal, Compliance, and Procurement to evaluate, onboard, and manage strategic partnerships • Align partnership priorities with advisor acquisition and growth objectives • Serve as primary liaison between external partners and internal stakeholders • Implement partnership opportunities while maintaining governance and risk controls • Represent Prudential Advisors' value proposition to external vendors and sell PA as the firm of choice for transitioning advisors • Develop referral channels for experienced advisors, advisor teams, and succession candidates • Accept or decline candidates and approve and pay invoices post-hire • Cultivate opportunities with intact advisor teams and independent wealth management firms and connect prospects with recruiters • Facilitate introductions between prospective advisors and field leadership • Partner with recruiting teams and business leaders to advance advisor opportunities through the affiliation process

🎯 Requirements

• Minimum 7 years of experience in relationship management, advisor recruiting, wealth management business development, strategic partnerships, or a related field • Established and verifiable network of relationships with third-party organizations influencing advisor affiliation decisions • Experience with advisor recruiting firms, succession planning consultants, practice management organizations, business brokers, and industry referral sources • Demonstrated track record generating experienced advisor recruiting opportunities through external partnerships and referral networks • Proven success recruiting or influencing affiliation decisions of experienced advisors, advisor teams, or wealth management practices with established books of business • Experience with vendor negotiation • Proven track record securing and driving key relationships that impact business results

🏖️ Benefits

• Market competitive base salaries • Yearly bonus potential • Medical, dental, vision, life insurance, and disability insurance • Paid Time Off (PTO) • Parental and military leave • 401(k) plan with company match up to 4% • Company-funded pension plan • Wellness Programs including up to $1,600 a year reimbursement for personal wellbeing items • Work/Life Resources supporting parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development • Education Benefit for approved college degrees and accredited certificate programs • Employee Stock Purchase Plan with shares purchasable at 85% of the lower of two prices • Discretionary annual incentive program • Equal opportunity employment • Accommodation support during the application process

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