Platform Partnerships Vice President/Senior Vice President

Overview

• Serve as a key relationship manager for custodial partnerships within a leading financial technology platform.
• Focus on enhancing and expanding relationships with custodians supporting wealth management clients.
• Collaborate across teams to implement strategic initiatives and drive operational excellence.
• Play a pivotal role in embedding the platform within the wealth management ecosystem.
• Analyze partner performance data to ensure adherence to quality standards.
• Coordinate quarterly meetings to review partnership status and identify expansion opportunities.
• Leverage technology to streamline processes and improve partner interactions.
• Build influence across the organization through effective relationship management.

Key Responsibilities & Duties

• Develop and execute strategic business plans for custodial service providers.
• Manage partnerships, ensuring integration and execution of initiatives.
• Foster strong relationships with senior stakeholders for mutual benefit.
• Define and oversee reporting requirements, ensuring accuracy and timeliness.
• Conduct performance reviews with partners to identify improvement areas.
• Coordinate internal efforts related to operational execution across custodial partners.
• Drive process improvements using available technology solutions.
• Collaborate across regions and teams to achieve strategic goals.

Job Requirements

• Bachelor of Arts (BA) degree required.
• 10+ years of experience in wealth management, custodial operations, or relationship management.
• Deep knowledge of custodial infrastructure and trade execution for alternative investments.
• Proven ability to build and leverage relationships effectively.
• Strong project management skills with attention to detail.
• Excellent communication and presentation skills for influencing stakeholders.
• Analytical mindset with problem-solving capabilities.
• Experience working across regions and coordinating distributed teams.