Director of Strategic Partnerships - Remote

Overview

OneVest is a financial technology company on a mission to power the world’s wealth. We offer an end-to-end wealth management platform, from client onboarding, to portfolio management, to analytics and beyond. OneVest’s software was built to be modular, allowing financial institutions to fill gaps in their process depending on their needs.

In Short

• Lead strategic partnerships functions from prospecting to close
• Identify, evaluate and execute strategic partnerships that align with our business objectives and growth strategy
• Maintain a network of external relationships
• Establish “growth oriented” relationships with technology service providers, financial institutions, and professional services firms
• Research and support the development of enterprise partnership strategies
• Develop and maintain pitch books, financial models, marketing materials
• Work closely with technology and product teams to identify product opportunities
• Conduct due diligence, financial analysis, and risk assessment
• Collaborate with cross-functional teams to drive the execution of strategic projects

Requirements

• 8+ years of experience in institutional/enterprise sales, business development, investment banking, strategic alliances
• Previous experience in a strategic partnerships and/or alliances role at a technology scale up
• Experience in developing partnership strategies from the ground up
• Advanced knowledge of wealth & asset management
• Strong communication skills
• Independent thinker, comfortable in a fast-paced environment
• Strong analytical and problem-solving skills

Benefits

• Fun and rewarding culture
• 4 weeks of vacation plus a company-wide shutdown between Christmas and New Year
• Flexible & hybrid working environment
• Comprehensive Group Health, Dental and Vision Benefit Plan
• Employee Stock Option Purchase Plan