Partnerships Manager - Independent Broker Dealers (IBDs) - Remote

Overview

We are seeking a results-driven and relationship-oriented Partnerships Manager to lead our business development efforts into the Independent Broker-Dealer (IBD) channel across the United States.

In Short

• Identify, engage, and close partnership opportunities with independent broker-dealer firms.
• Build and manage a robust pipeline of IBD targets across varying sizes and specialties.
• Lead contract negotiations, due diligence, onboarding, and go-to-market planning with partner firms.
• Serve as the primary point of contact for broker-dealer relationships, both during and after implementation.
• Collaborate with internal teams (product, marketing, compliance, legal) to ensure partner needs are met.
• Develop customized pitches, proposals, and presentations to communicate value effectively.
• Track, analyze, and report on partnership performance metrics.
• Stay current on market trends, competitor strategies, and regulatory changes.

Requirements

• 5–10+ years of experience in partnerships, business development, or distribution within the financial services or fintech industry.
• Proven experience working with or selling into independent broker-dealers.
• Strong network within the IBD community is highly preferred.
• Deep understanding of broker-dealer business models and compliance requirements.
• Excellent negotiation, communication, and interpersonal skills.
• Ability to work independently and cross-functionally in a fast-paced environment.
• Series 6, 7, or 65/66 licenses are a plus but not required.

Benefits

• Competitive salary with additional variable compensation.
• Opportunity to work in a dynamic and innovative team.
• Flexible work environment.
• Professional development opportunities.
• Diversity and inclusion initiatives.