Partner Development Manager

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🏄 California, Colorado, +6 more states – Remote

🏄 California – Remote ⛰️ Colorado – Remote 🦌 Connecticut – Remote 🎰 Nevada – Remote 🗽 New York – Remote 🦀 Maryland – Remote ⚓ Rhode Island – Remote ☕ Washington – Remote

💵 $140k - $180k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

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SmartAsset

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2013

💸 Finance

💳 Fintech

Finance • Fintech

SmartAsset is a company that offers comprehensive financial planning tools and resources. It provides calculators for mortgages, taxes, investments, retirement, and personal loans, helping users make informed financial decisions. SmartAsset connects users with vetted financial advisors through its matching platform, focusing on fiduciaries who are legally bound to act in the client's best interest. The company does not provide direct investment management but facilitates connections between users and financial professionals. SmartAsset also offers guides and reviews on various financial products and services to aid users in their financial journeys.

📋 Description

• Partnership Expansion: Identify, prioritize, and pursue new strategic partnership opportunities within targeted Business Development partners. • Due Diligence Navigation: Serve as the internal and external lead for the due diligence process, working closely with compliance, legal, and product teams to successfully secure product approval and distribution placement on partner platforms. • Relationship Mapping: Develop deep, multi-level relationships within partner organizations, targeting key decision-makers across product, sales, and marketing teams. • Revenue Expansion: Own the ongoing growth and performance of assigned partnerships, consistently identifying opportunities for increased sales volume and product adoption within the channel. • Sales Enablement: Coordinate product training, presentations, and webinars for prospective and current financial advisor clients within our Business Development universe. • Contract Negotiation: Partner with VP of Sales & Account Management on complex negotiations for Master Services Agreements (MSAs), partnership contracts, and subsequent renewals, ensuring favorable terms for pricing, service levels, and legal obligations. • Pricing Strategy: Coordinate with VP of Sales & Account Management and Sales Operations and Strategy on pricing discussions, negotiations and implementation. • Compliance Adherence: Ensure all partnership activities, contracts, and marketing materials adhere to strict regulatory and compliance requirements specific to our partners, the financial services industry, and SmartAsset. • Joint Marketing: Collaborate with the internal Marketing department and partner marketing teams to develop and execute targeted, co-branded marketing campaigns and sales collateral. • Content Development: Assist in creating high-quality partner-facing content, including pitch decks, training guides, and case studies. • Driving Inbound Interest: Collaborate with B2B marketing and SmartAsset Sales on strategies to drive inbound advisor prospects from our Business Development partners.

🎯 Requirements

• 5+ years of experience in business development, channel management, or strategic partnership management, specifically within the B2B financial services industry (FinTech, FinServ, Asset Management, Broker-Dealer, or RIA space). • Proven track record of leading complex contract and price negotiations with large enterprise organizations, including contract of Master Services Agreements and vendor review processes. • A proven ability to effectively collaborate across multiple departments including sales, marketing, legal, compliance, and product. • Deep understanding of the operational structures, compliance requirements, and product approval processes within major financial institutions (wirehouses, banks, large RIAs). • Bachelor’s degree in Business, Finance, Economics, or a related field.

🏖️ Benefits

• Fully Remote Work: All roles are fully remote within the contiguous U.S., giving you flexibility to do your best work from where you thrive. • Comprehensive Health Coverage: Multiple Medical, Dental, and Vision plan options through trusted national carriers—so you can choose what fits your needs. • Life & Disability Protection: Company-paid Life/AD&D coverage, with options to add supplemental life and disability plans for extra peace of mind. • Financial Wellness: 401(k) with employer match, pre-tax savings through FSA and HSA options, and equity packages offered for every role. • Time Off That Works: Generous vacation, sick, and parental leave policies—because balance matters. • Additional Perks: Pet insurance, home office stipend, and Employee Assistance Program (EAP)