The Vice President, Strategic Partnerships will lead the strategic partnerships, platform relationships and commercial agreements supporting a growing independent broker-dealer platform. This executive will own relationships with key technology, custody, clearing and wealth management partners while driving contract negotiations, pricing strategy and broker-dealer economics. The role will also lead product governance and advisor engagement, build the strategic growth plan for the platform and oversee the sales and support functions required to deliver a relationship-focused advisor experience.
The ideal candidate will bring 10+ years of experience in independent broker-dealer, wealth management or financial services leadership with deep expertise in platform relationships, commercial negotiations and broker-dealer economics. They will have a strong network across platform providers, product manufacturers and advisors, along with experience negotiating vendor agreements, selling arrangements and pricing structures. The successful candidate will be a relationship-driven, entrepreneurial leader who combines strong commercial and financial acumen with a modern technology perspective, a hands-on operating style and the ability to build and scale teams.