WealthTech Partnerships Director — Remote (West U.S.)

Taurus Search; California; Remote; USD 90,000 - 150,000; Full time

Benefits offered by this job

Remote work

Autonomy

Impactful role

Job summary

Taurus Search is partnering with a rapidly growing WealthTech company serving RIAs and wealth management firms. This relationship-driven role covers the Western U.S., with autonomy to build your territory on a respected platform.

You will develop and grow advisor relationships, win new partnerships, and help advisors adopt innovative technology to improve client outcomes. Remote work with a strong, impactful role in WealthTech.

Qualifications

• Experience selling into, supporting, or partnering with RIAs or independent wealth management firms.
• Existing relationships within the advisor community.
• A consultative, relationship-first sales approach.
• Success managing a large territory independently.
• Experience within wealth management, advisor technology, custodians, TAMPs, investment platforms, or financial services.

Responsibilities

• Develop and grow relationships with RIAs and wealth management firms across the Western U.S.
• Win new advisory firm partnerships while expanding existing relationships.
• Help advisors adopt innovative technology and solutions that improve outcomes for their clients.
• Represent a respected brand within the advisor community.

Skills

RIA relationships

Consultative sales

Territory management

Advisor network

WealthTech familiarity

Job description

Taurus Search is partnering with a rapidly growing WealthTech company serving RIAs and wealth management firms. This relationship-driven role covers the Western U.S., with autonomy to build your territory on a respected platform.

You will develop and grow advisor relationships, win new partnerships, and help advisors adopt innovative technology to improve client outcomes. Remote work with a strong, impactful role in WealthTech.