Associate Director of Partnerships

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