Platform Partnerships - VP/SVP

About the Role

Responsibilities

• Lead the development and execution of the strategic business plan for operational coverage of the largest custodial service providers.
• Serve as a key relationship stakeholder for the management of these relationships, integration and execution of partnership proposals.
• Develop and maintain successful working relationships with senior leaders and promote mutually beneficial relationships between partners and the organization.
• Collaborate with all appropriate parties to ensure effective execution of goals and initiatives.
• Work with Management to determine internal and external vendor reporting requirements and enforce the delivery of accurate and timely information.
• Analyze partner performance data on a regular basis and perform follow-up activities to ensure partners adhere to company quality measures.
• Coordinate regular performance reviews with partners and communicate needed improvements.

Requirements

• 10+ years of experience in wealth management industry with exposure to custodial operations, business development, or relationship management capacity
• Knowledge of the independent advisor space and how they leverage their custodial relationships
• Strong knowledge of custodial pipes and plumbing and trade execution of alternative investments
• Strong commercial knowledge on industry standards and the competitive process
• Able to leverage existing relationships and build strong new relationships
• Demonstrated management abilities including project management and strong detail-orientation
• Excellent presentation and verbal and written communication skills with demonstrated capabilities to build trust, and strategically manage and influence stakeholders at all levels

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