Head of Strategic Partnerships

Janney Montgomery Scott LLC; Philadelphia (Philadelphia County); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Paid parental leave

Paid time off

Referral bonus

Professional development

Job summary

Janney is seeking a Head of Strategic Partnerships to identify, negotiate, and scale strategic partnerships that drive growth, client referrals, and advisor success. You will build relationships with banks, fintechs, and professional services to create long-term value for Janney and its clients.

Reporting to the Chief Wealth Solutions Officer, this role requires strategic leadership, senior-level communication, and cross-functional collaboration to implement partnership programs and governance

Qualifications

• Bachelor's degree required; advanced degree or relevant professional designation preferred.
• Ten or more years of progressive experience in wealth management, financial services, business development, strategic partnerships, corporate strategy, consulting, or a related field.
• Deep understanding of the wealth management ecosystem, including broker-dealers, RIAs, banks, professional referral networks, and advisor recruiting dynamics.
• Demonstrated success developing, negotiating, and managing strategic partnerships or complex commercial relationships.
• Strong commercial and financial acumen with experience evaluating business opportunities, partnership economics, and strategic investments.
• Excellent negotiation, relationship management, and executive communication skills, with the ability to influence senior leaders both internally and externally.
• Proven ability to lead cross-functional initiatives and drive execution across multiple stakeholders without direct management responsibility.
• Highly analytical, organized, and results-oriented, with the ability to manage multiple strategic initiatives simultaneously.
• Demonstrated discretion and sound judgment in handling confidential information and executive-level priorities.
• Passion for building collaborative relationships and creating innovative partnerships that deliver measurable value for clients, advisors, and the firm.

Responsibilities

• Develop and execute Janney's strategic partnership strategy to identify, evaluate, negotiate, and grow relationships that generate client referrals, advisor recruiting opportunities, and enhance client and advisor capabilities.
• Source and cultivate relationships with regional banks, CPA and professional services firms, fintech providers, wealth technology companies, and other strategic organizations that align with Janney's growth objectives.
• Establish a disciplined process to evaluate and partner with various firms that will complement the Janney service model.
• Structure partnership agreements, business cases, and commercial arrangements that balance growth opportunities with financial, operational, legal, and regulatory considerations.
• Create scalable partnership frameworks, implementation playbooks, and governance processes that accelerate onboarding and maximize long-term partner success.
• Partner with various areas across the firm to successfully launch, support, and optimize strategic partnerships.
• Monitor partnership performance through defined metrics, identifying opportunities to improve referral activity, advisor engagement, client acquisition, and overall return on investment.
• Stay informed on industry trends, competitive partnerships, advisor recruiting dynamics, and emerging technologies to identify new opportunities that strengthen Janney's competitive position.
• Build strong relationships with senior executives, external partners, and advisors while serving as a trusted representative of Janney in strategic discussions and negotiations.
• Provide strategic support to the Chief Wealth Solutions Officer by preparing executive presentations, coordinating cross-functional initiatives, monitoring key priorities, and driving follow-through on strategic projects.
• Manage sensitive and confidential initiatives with sound judgment, strong organizational skills, and the ability to influence outcomes across the organization without direct authority.

Skills

Strategic partnerships

Business development

Negotiation

Relationship management

Executive communication

Cross-functional collaboration

Industry knowledge

Education

Bachelor's degree

Advanced degree preferred

Job description

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.

The Head of Strategic Partnerships is responsible for identifying, developing, negotiating, and scaling strategic partnerships that enhance Janney's value proposition, accelerate organic growth, and expand opportunities for client acquisition, advisor recruiting, and advisor success. Reporting to the Chief Wealth Solutions Officer, this strategic individual contributor will build and manage relationships with financial institutions, professional services firms, fintech providers, and other organizations that create long‑term value for Janney, its advisors, and its clients.

This role partners closely with leaders across Wealth Solutions, Private Client Group (PCG), Legal & Compliance, Marketing, and Technology, to evaluate partnership opportunities, structure commercial agreements, and drive successful implementation.

Responsibilities

• Develop and execute Janney's strategic partnership strategy to identify, evaluate, negotiate, and grow relationships that generate client referrals, advisor recruiting opportunities, and enhance client and advisor capabilities.
• Source and cultivate relationships with regional banks, CPA and professional services firms, fintech providers, wealth technology companies, and other strategic organizations that align with Janney's growth objectives.
• Establish a disciplined process to evaluate and partner with various firms that will complement the Janney service model.
• Structure partnership agreements, business cases, and commercial arrangements that balance growth opportunities with financial, operational, legal, and regulatory considerations.
• Create scalable partnership frameworks, implementation playbooks, and governance processes that accelerate onboarding and maximize long‑term partner success.
• Partner with various areas across the firm to successfully launch, support, and optimize strategic partnerships.
• Monitor partnership performance through defined metrics, identifying opportunities to improve referral activity, advisor engagement, client acquisition, and overall return on investment.
• Stay informed on industry trends, competitive partnerships, advisor recruiting dynamics, and emerging technologies to identify new opportunities that strengthen Janney's competitive position.
• Build strong relationships with senior executives, external partners, and advisors while serving as a trusted representative of Janney in strategic discussions and negotiations.
• Provide strategic support to the Chief Wealth Solutions Officer by preparing executive presentations, coordinating cross‑functional initiatives, monitoring key priorities, and driving follow‑through on strategic projects.
• Manage sensitive and confidential initiatives with sound judgment, strong organizational skills, and the ability to influence outcomes across the organization without direct authority.

Qualifications

• Bachelor's degree required; advanced degree or relevant professional designation preferred.
• Ten or more years of progressive experience in wealth management, financial services, business development, strategic partnerships, corporate strategy, consulting, or a related field.
• Deep understanding of the wealth management ecosystem, including broker‑dealers, RIAs, banks, professional referral networks, and advisor recruiting dynamics.
• Demonstrated success developing, negotiating, and managing strategic partnerships or complex commercial relationships.
• Strong commercial and financial acumen with experience evaluating business opportunities, partnership economics, and strategic investments.
• Excellent negotiation, relationship management, and executive communication skills, with the ability to influence senior leaders both internally and externally.
• Proven ability to lead cross‑functional initiatives and drive execution across multiple stakeholders without direct management responsibility.
• Highly analytical, organized, and results‑oriented, with the ability to manage multiple strategic initiatives simultaneously.
• Demonstrated discretion and sound judgment in handling confidential information and executive‑level priorities.
• Passion for building collaborative relationships and creating innovative partnerships that deliver measurable value for clients, advisors, and the firm.

Why work for us?

Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non‑work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus and Professional Development Assistance Plan designed to help you make the most of your life at work and at home-today and in the future. Explore further.

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.

Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.