Strategic Custodian Partnerships Lead

InvestCloud, Inc.; New York (NY); On-site; USD 160,000 - 180,000; Full time

Benefits offered by this job

Medical/Dental/Vision insurance

Life/AD&D insurance

401(k) with company match

Flexible Savings Account (FSA)

Health Savings Account (HSA)

Employee Assistance Plan (EAP)

Paid time off

Job summary

InvestCloud's Altic network seeks a senior partnerships leader to own the custodian side of the platform in the US. You will build strategic relationships with custodians, define account plans, and lead end-to-end commercial negotiations to sign partners that scale private markets within wealth management.

Reporting to PMN leadership and collaborating with Legal and Product, you will shape the network's growth, leverage AI-native tools, and drive long-term value through disciplined governance

Qualifications

• 7–10 years in commercial partnerships or business development within financial services.
• Proven experience sourcing, negotiating and closing commercial agreements with large financial-services counterparties.
• Direct working experience with US custodians, broker-dealers or bank custody operations.
• Experience running long, multi-stakeholder enterprise cycles inside large financial institutions through to signature.
• Experience structuring pricing and running contract negotiations directly, working alongside Legal.

Responsibilities

• Map the US custodian landscape and define the named account list PMN leadership and Product plan against.
• Build and maintain account plans for each priority custodian, mapping stakeholders across custody operations, alternative investments, risk, legal and platform teams.
• Use AI-native tooling to keep account intelligence, stakeholder mapping and diligence continuous rather than periodic.
• Keep PMN leadership able to forecast the network build accurately, with an honest read on where each account genuinely sits.
• Own commercial conversations end to end with prospective custodian partners, including pricing, deal structure and service commitments.
• Build internal sponsorship inside each custodian and convert multi-stakeholder review into a signed agreement.
• Run contract negotiations directly, working alongside Legal through to signature.
• Balance Altic's network economics against custodian-specific requirements, holding the network standard where bespoke requests would fragment it and escalating the genuine exceptions rather than absorbing them.
• Act as the named relationship owner for custodian partners across the full lifecycle, from first contact through renewal.
• Run the ongoing relationship cadence covering operational performance, escalations and commercial renewals.
• Represent custodian requirements into Altic's roadmap early enough to shape it, rather than surfacing them during integration.
• Manage the handoff from signed agreement into Product and Engineering integration scoping.
• Remain engaged through integration so custodians have a single, consistent point of contact.
• Escalate partner-side risks and blockers to the appropriate internal owner before they become delivery issues.

Skills

Commercial partnerships

Negotiation

Relationship management

Stakeholder mapping

Tools

CRM systems

Job description

InvestCloud's Altic network seeks a senior partnerships leader to own the custodian side of the platform in the US. You will build strategic relationships with custodians, define account plans, and lead end-to-end commercial negotiations to sign partners that scale private markets within wealth management.

Reporting to PMN leadership and collaborating with Legal and Product, you will shape the network's growth, leverage AI-native tools, and drive long-term value through disciplined governance