Platform Partnerships Vice President/Senior Vice President

Overview

• Lead strategic custodial partnerships within a prominent financial services platform, driving innovation and operational excellence in wealth management.
• Collaborate with cross-functional teams to enhance partner relationships and implement impactful initiatives.
• Analyze partnership performance metrics to ensure alignment with organizational goals and quality standards.
• Serve as a key liaison, fostering trust and mutual benefit with custodial stakeholders.
• Develop and execute strategies that integrate the platform seamlessly into the wealth management ecosystem.
• Utilize cutting-edge technology to streamline processes and enhance partner interactions.
• Contribute to the organization's growth by identifying opportunities for partnership expansion and innovation.
• Build influence and drive collaboration across diverse teams and regions.

Key Responsibilities & Duties

• Design and implement strategic plans for custodial partnerships, ensuring alignment with organizational objectives.
• Manage relationships with custodial service providers, fostering collaboration and mutual success.
• Conduct performance reviews and identify areas for improvement and innovation.
• Coordinate internal efforts to ensure seamless operational execution and partnership integration.
• Leverage data analytics to monitor partner performance and drive informed decision-making.
• Collaborate with senior stakeholders to align partnership strategies with organizational goals.
• Drive process improvements using advanced technology solutions and innovative practices.
• Facilitate cross-regional collaboration to achieve strategic objectives and enhance operational efficiency.

Job Requirements

• Bachelor of Arts (BA) degree required, with a strong academic background.
• Minimum of 10 years of experience in wealth management, custodial operations, or strategic relationship management.
• In-depth knowledge of custodial infrastructure and trade execution for alternative investments.
• Proven ability to cultivate and maintain effective relationships with stakeholders.
• Strong project management skills, with a focus on detail and execution.
• Exceptional communication and presentation abilities for influencing diverse audiences.
• Analytical mindset with a proactive approach to problem-solving and decision-making.
• Experience in coordinating distributed teams across regions to achieve unified goals.