Sr. Director of Strategic Partnerships (Fintech)

TL;DR

Sr. Director of Strategic Partnerships (Fintech): Build institutional relationships and unlock new distribution channels in the wealth management ecosystem with an accent on partner approvals, compliance readiness, and joint go-to-market execution. Focus on designing partnership frameworks, navigating due diligence processes, and delivering market intelligence to accelerate platform growth.

Location: Remote | USA

Company

#1 rated AI-powered CRM software for financial advisors, serving thousands with tools to manage client relationships, streamline workflows, and enable team collaboration.

What you will do

• Establish and deepen relationships with broker-dealers, custodians, RIA aggregators, OSJs, institutions, and wealth management consultants.
• Navigate due diligence, technology vetting, and vendor approvals; address AI compliance and flag needs to Product team.
• Build joint go-to-market playbooks, co-marketing campaigns, referral programs, and equip partners to recommend hirify.global.
• Manage industry conference presence, meeting strategies, and structured market intelligence on competitors, feedback, and trends.

Requirements

• Deep wealth management industry knowledge and existing network across BDs, custodians, RIA aggregators, and consultants.
• Experience with wealth-tech SaaS and AI solutions; proven track record building institutional partnerships.
• Strong executive presence for C-suite interactions; navigating BD/custodian approvals and compliance due diligence.
• Strategic thinker for partnership frameworks and co-sell motions; highly organized with CRM discipline and pipeline ownership.
• Collaborative across Sales, Marketing, Product; conference credibility preferred.
• Weekdays during business hours; occasional travel to conferences and partner offices.

Culture & Benefits

• Competitive compensation (base + bonus).
• Comprehensive health plan and 401k.
• Paid time off.