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Altruist
Altruist
51 – 200 Darbuotojai
H1B vizos rėmėjasKonsultavimasLogistikaRinkodara
Altruist builds financial technology and brokerage services for registered investment advisers. Its platform brings together portfolio management, reporting, fee billing, and custody, helping advisory firms manage client accounts and day-to-day operations. The company also offers trading services, including commission-free trading, and develops tools intended to make advisory work more efficient. Altruist’s brokerage and advisory services are provided through separate regulated entities.
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Director of Partnerships, Wealth Management Technology

Lead strategic partnerships for Hazel, Altruist’s AI wealth-management platform, spanning technology, distribution, affiliates, and industry alliances. Own major deals and establish the partnerships function.

USJungtinės ValstijosCAKalifornija
300 000 $ – 350 000 $ / metai
HibridinisVisas etatasVadovasPrivaloma Kalba: anglųKlientų vadybininkasPardavimai

Aprašymas

  • Build Hazel’s partnership pipeline across technology integrations, distribution, affiliates, and industry networks
  • Meet quarterly targets for annual recurring revenue sourced through partnerships
  • Lead senior-level discussions with top broker-dealers, aggregators, and technology providers, advancing opportunities from pilots to platform-wide rollouts
  • Design Hazel’s technology partnership program, including marketplace listings and integrations with major custodians and CRM providers
  • Work with Product to shape the integration roadmap and coordinate go-to-market plans with partner organizations
  • Develop the affiliate channel through relationships with industry consultants and associations
  • Set partnership terms, including revenue sharing, co-selling, and pilot-to-scale agreements
  • Create commercial templates and manage deal structures from start to finish
  • Establish partnership operations, including partner tiers, deal reviews, attribution, joint go-to-market playbooks, and marketplace processes
  • Coordinate with Sales, Marketing, Product, and Finance from deal structuring through advisor activation and revenue recognition
  • Join as Hazel’s first dedicated partnerships hire, spending 80% of the role as an individual contributor and 20% building the function

Reikalavimai

  • At least 7 years of experience in business development or partnerships, primarily in fintech, wealth technology, or financial services
  • Established network in the registered investment adviser and wealth-management ecosystem
  • History of closing platform-scale deals, including at least one partnership that generated or influenced more than $5 million in revenue
  • Able to lead high-priority discussions with senior executives and judge when to involve the founder
  • Willing to take a hands-on approach and close initial deals personally
  • Strong technical understanding of APIs, integrations, and marketplace requirements
  • Able to build a partner CRM, attribution model, and regular reporting process
  • Experience at a broker-dealer, aggregator, or custodian is a plus
  • Experience at an early-stage company or as its first partnerships hire is a plus
  • Existing relationships with consulting firms and association leaders are a plus
  • Familiarity with AI and agent-based product narratives is a plus

Privalumai

  • Competitive total compensation
  • Premium HMO and PPO medical, dental, and vision insurance plans
  • 401(k) savings plan with a 4% match and immediate vesting
  • 16 weeks of paid parental leave after one year of employment
  • Professional development options, including an employee mobility program and an annual learning and development budget
  • Employee perks program with discounts on pet insurance, fitness, mobile plans, travel, and more
  • Financial guidance program covering debt, spending, savings goals, and home-buying preparation
  • One-month work-from-anywhere policy, with some country exclusions
  • Competitive equity
  • Bonus program for eligible roles

Susiję darbai

Wells Fargo

Principal Commercial Banking Relationship Manager

Wells Fargo
H1B vizos rėmėjasBankininkystėDraudimasLogistika
USJungtinės ValstijosCAKalifornija
185 000 $ – 300 000 $ / metai
HibridinisVisas etatasVadovasPrivaloma Kalba: anglųKlientų vadybininkasPardavimai

Grow complex commercial client relationships for Wells Fargo across Southern California, leading lending, treasury, risk, and enterprise-scale solutions. Guide relationship strategy, client planning, and delivery while partnering with product teams and business development colleagues.

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GreenPowerMonitor, a DNV company

Senior Key Account Manager, Energy and Utilities

GreenPowerMonitor, a DNV company
51 – 200 Darbuotojai
EnergetikaKibernetinis saugumasSaaS
USJungtinės ValstijosCAKalifornijaFLFloridaMAMasačusetsasNJNaujasis DžersisNYNiujorkasTXTeksasasVAVirdžinija
160 000 $ – 200 000 $ / metai
HibridinisVisas etatasVyresnysis specialistasVadovasPrivaloma Kalba: anglųKlientų vadybininkasPardavimai

Grow utility relationships, sales opportunities, and customer value for DNV’s sustainable energy transition assurance business. This hybrid U.S. role focuses on electric utilities and demand-side management.

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