Strategic Partnerships Lead — Referrals & Growth

Twin Peaks Wealth Advisors, LLC; San Francisco (CA); Híbrido; USD 120.000 - 180.000; Jornada completa

Descripción de la vacante

Twin Peaks Wealth Advisors, LLC is seeking a Partnerships Lead to establish and maintain relationships with professionals and organizations that introduce clients to the firm. You will own the strategy and day-to-day for the referral ecosystem: founders of companies, CPAs, real estate agents, divorce and estate attorneys, company HR teams, and other centers of influence.

You will design joint programs, events, content, co-marketing, and educational sessions that create real value for partners

Formación

• 5+ years in partnerships, business development, or referral-driven sales, preferably in wealth management, fintech, or professional services.
• Existing network across CPAs, attorneys, real estate, or HR professionals is a significant plus.
• Strong relationship instincts, executive presence, and crisp written communication.

Responsabilidades

• Identify, recruit, and nurture a portfolio of referral partners across founders, accounting, legal, real estate, and HR.
• Design joint programs, events, content, co-marketing, and educational sessions that create real value for partners and clients.
• Build trusted relationships with company HR teams to support employees through liquidity events.
• Track partnership pipeline, referral volume, and revenue impact; report results to firm leadership.
• Represent Twin Peaks Wealth Advisors, LLC in the community as an articulate, credible ambassador of our brand.

Conocimientos

Partnerships

Business development

Sales

Descripción del empleo

Twin Peaks Wealth Advisors, LLC is seeking a Partnerships Lead to establish and maintain relationships with professionals and organizations that introduce clients to the firm. You will own the strategy and day-to-day for the referral ecosystem: founders of companies, CPAs, real estate agents, divorce and estate attorneys, company HR teams, and other centers of influence.

You will design joint programs, events, content, co-marketing, and educational sessions that create real value for partners