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SmartAsset is seeking a Partner Development Manager to drive B2B growth through strategic partnerships with wirehouses, banks, and RIA firms. Reporting to the VP of Sales and Account Management, you will own the full lifecycle of partnership relationships—from identifying and securing new opportunities to expanding revenue within existing channels.
Key responsibilities include:
**Partnership Acquisition & Product Approval**: Identify and pursue new strategic partnerships with targeted Business Development partners. Lead the due diligence process across compliance, legal, and product teams to secure product approval and distribution placement. Develop multi-level relationships with key decision-makers across partner organizations.
**Strategic Relationship Management & Growth**: Own ongoing growth and performance of assigned partnerships, identifying opportunities to increase sales volume and product adoption. Coordinate product training, presentations, and webinars for financial advisor clients.
**Contracts, Negotiations & Compliance**: Partner with VP of Sales on complex negotiations for Master Services Agreements and partnership contracts. Coordinate pricing discussions and implementation with Sales Operations. Ensure all partnership activities, contracts, and marketing materials adhere to regulatory and compliance requirements in the financial services industry.
**Co-branding, Marketing & Enablement**: Collaborate with internal Marketing and partner teams to develop and execute co-branded marketing campaigns and sales collateral. Create partner-facing content including pitch decks, training guides, and case studies. Drive inbound interest through B2B marketing strategies.
SmartAsset reaches an estimated 23 million people monthly through educational content, calculators, and tools. The company operates the SmartAsset Advisor Marketing Platform (AMP), connecting consumers with fiduciary financial advisors. SmartAsset was valued at over $1 billion in its 2021 Series D funding round and ranked #2574 on the Inc. 5000 list in 2023.
