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Associate Director of Partnerships

7/11/2025

N/A

Job Summary

A company is looking for an Associate Director, Advisor Partnerships.

Key Responsibilities
  • Develop and manage strategic partnerships with financial advisors and investment professionals
  • Proactively reach out to advisors to drive new business and meet sales goals
  • Track and analyze key performance indicators to build or grow advisor partnerships
Required Qualifications
  • Bachelor's degree in business, marketing, or a related field
  • 5 or more years of experience in business development or relationship management
  • Experience in the financial services industry, such as investments or banking
  • Intermediate MS Office knowledge and experience
  • Salesforce or equivalent CRM experience preferred

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