Remote Network Partnerships Manager | Drive Advisor Adoption

Zocks; United States; Hybrid; USD 150,000 - 190,000; Full time

Benefits offered by this job

Unlimited PTO

Health benefits

Equity grant

Remote-friendly

Job summary

Zocks is seeking a Network Account Manager to grow its partner networks and translate partnerships into advisor adoption and revenue. You will own onboarding, execution, and activation within each network, while aligning with marketing, RevOps, and product to accelerate growth.

You’ll balance relationship management with hands-on sales, running webinars, coordinating co-marketing, and driving trials and paid subscriptions across advisor networks.

Qualifications

• 3–5+ years in an RIA, broker-dealer, bank, or insurance setting with end-to-end client lifecycle responsibility.
• Background in wealth-tech, fintech, or regulated SaaS serving financial advisors.
• Proven ability to generate net-new bookings and drive adoption within networks.

Responsibilities

• Own delivery of partnership obligations and drive net-new advisor bookings.
• Coordinate co-marketing activities and track fulfillment on schedule.
• Drive adoption across networks through engagement, events, and enablement sessions.
• Collaborate with RevOps, Marketing, and Product to sharpen messaging and roadmap.

Skills

Relationship management

Sales skills

Operational discipline

Cross-functional collaboration

Salesforce proficiency

Tools

Salesforce

SalesLoft

Job description

Zocks is seeking a Network Account Manager to grow its partner networks and translate partnerships into advisor adoption and revenue. You will own onboarding, execution, and activation within each network, while aligning with marketing, RevOps, and product to accelerate growth.

You’ll balance relationship management with hands-on sales, running webinars, coordinating co-marketing, and driving trials and paid subscriptions across advisor networks.