Remote Partner Development Lead, FinServ Channels

SmartAsset; United States; Remote; USD 120,000 - 180,000; Full time

Benefits offered by this job

Fully Remote Work

Health Coverage

Life & Disability Protection

401(k) with employer match

Time Off & Wellbeing

Home office stipend

Pet insurance

Employee Assistance Program (EAP)

Job summary

SmartAsset seeks a Partner Development Manager to drive growth with Business Development partners across wirehouses, banks, and RIAs. You will secure product approval, expand revenue, and build senior-level relationships, working cross-functionally with sales, marketing, and compliance.

The role emphasizes due diligence, contract negotiations, and joint marketing initiatives, with remote work options within the contiguous United States.

Qualifications

• 5+ years of experience in business development, channel management, or strategic partnership management within B2B financial services (FinTech, FinServ, Asset Management, Broker-Dealer, or RIA).
• Proven track record of leading complex contract and price negotiations with large enterprise organizations (MSAs, partnerships).
• Ability to collaborate across multiple departments including sales, marketing, legal, compliance, and product.
• Deep understanding of operational structures, compliance requirements, and product approval processes within major financial institutions (wirehouses, banks, RIAs).
• Bachelor’s degree in Business, Finance, Economics, or related field.

Responsibilities

• Partnership acquisition and product approval: identify and pursue new strategic opportunities with partner organizations.
• Due diligence navigation: coordinate with compliance, legal, and product teams to secure product approval and distribution placement.
• Relationship mapping: develop multi-level relationships with decision-makers across product, sales, and marketing.
• Revenue expansion: drive ongoing growth and adoption within assigned partnerships and identify opportunities for increased sales.
• Sales enablement: coordinate product training, presentations, and webinars for advisor clients within the partner network.
• Contracts, negotiations, and compliance: negotiate MSAs and partnerships, manage pricing discussions, ensure regulatory adherence.

Skills

Business development

Channel management

Strategic partnerships

Cross-functional collaboration

Negotiations

Education

Bachelor’s degree in Business, Finance, Economics, or related field

Tools

Salesforce

Google Workspace

Job description

SmartAsset seeks a Partner Development Manager to drive growth with Business Development partners across wirehouses, banks, and RIAs. You will secure product approval, expand revenue, and build senior-level relationships, working cross-functionally with sales, marketing, and compliance.

The role emphasizes due diligence, contract negotiations, and joint marketing initiatives, with remote work options within the contiguous United States.