Director, Strategic Partnerships

OneVest is a financial technology company on a mission to power the world’s wealth. We offer an end-to-end wealth management platform, from client onboarding to portfolio management, to analytics and beyond.

OneVest’s software was built to be modular, allowing financial institutions to fill gaps in their process depending on their needs.

For more information, please visit www.onevest.com.

The experience expected from applicants, as well as additional skills and qualifications needed for this job are listed below.

About The Role

We are seeking a Director of Strategic Partnerships to join our growing team. This is a strategic business development role, focused on establishing revenue-generating commercial alliances / partnerships with technology companies, financial institutions, and professional services firms, such as market data firms, trading systems, portfolio management and accounting systems, application development firms, consulting and advisory firms, custodians, and more.

The ideal candidate has had prior experience in a strategic alliance or corporate business development role at a scale-up or fintech firm.

You will work closely with our executive, finance, sales, technology, and product teams to ensure delivery and success of strategic partnerships.

What you’ll be doing :

• Lead strategic partnerships functions from prospecting to close.
• Identify, evaluate, and execute strategic partnerships that align with our business objectives and growth strategy.
• Maintain a network of external relationships.
• Establish growth-oriented relationships with technology service providers, financial institutions, and professional services firms.
• Research and support the development of enterprise partnership strategies.
• Develop and maintain pitch books, financial models, marketing materials.
• Work closely with technology and product teams to identify product opportunities.
• Conduct due diligence, financial analysis, and risk assessment to determine the viability and potential value of business opportunities.
• Collaborate with cross-functional teams to drive the execution of strategic projects.

Must Haves :

• 8+ years of experience in a combination of roles across institutional / enterprise sales, business development, investment banking, strategic alliances, strategic partnerships.
• Previous experience in a strategic partnerships and / or alliances role at a technology scale-up is required.
• Experience in developing partnership strategies from the ground up, leading execution from an end-to-end perspective.
• Advanced knowledge of wealth & asset management (including mid / back-office operational processes).
• Rockstar communicator who can translate technical details into benefits, distill complicated messages into easy to understand value propositions, and persuade others with thoughtful storytelling.
• Hungry and independent thinker, comfortable working in a fast-paced, collaborative, unstructured growth environment - you must be a self-starter.
• Strong analytical and problem-solving skills with the ability to think strategically.

Benefits :

• Flexibility : 4 weeks of vacation per year and flexible working arrangements.
• Health & Wellness : Comprehensive Group Health, Dental, and Vision Benefit Plan right from the start.
• Technology : Apple or Windows equipment provided.
• Equity : Employee Stock Option Purchase Plan.
• Opportunity : An environment where you are recognized and growth opportunities are available.

Sound like a good fit? Apply today!

Don’t meet every single requirement? We encourage you to apply anyway. At OneVest, we're dedicated to building a diverse, inclusive, and authentic workplace.

If you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we would still like to review your resume.

You may be just the right candidate for this or other roles.

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