Account Manager

• Develop and operationalize a unifying partnership strategy and framework aligned with revenue and go-to-market priorities.
• Cultivate executive-level influence to drive strategic alignment and measurable outcomes
• Identify, evaluate, and develop strategic partnerships with key firms including large IBDs, custodians, and third-party tech providers & consultants
• Own the full partnership lifecycle: sourcing, relationship building, negotiation, contracting, onboarding, and performance management
• Build and maintain executive-level relationships with partner organizations to drive adoption and strategic alignment
• Collaborate with internal teams—product, sales, marketing, and legal—to ensure seamless execution and value realization
• Develop business cases and partnership proposals, including strategic rationale, revenue projections, tangible goals, partnership agreements, and GTM plans
• Track and report on KPIs, analyze performance data, and identify ways to deepen engagement and expand each partnership’s impact
• Represent the company externally at industry events, partner meetings, and conferences
• Stay current on market trends, competitive shifts, and emerging partner models to inform long-term strategy.

Director of Strategic Partnerships

Relationship Manager, Dealer Finance