Platform Partnerships

Platform Partnerships Overview

• The Platform Partnerships role focuses on managing custodian relationships and enhancing connectivity within the wealth management ecosystem.
• Collaborate with internal teams to deliver technology solutions across alternative investments and structured products.
• Shape and execute partnership strategies to expand access and deepen platform integration.
• Build and maintain strong relationships with custodial partners and senior stakeholders.
• Analyze partner performance data and ensure adherence to quality standards.
• Coordinate regular performance reviews and identify opportunities for improvement.
• Drive process improvements by streamlining requests and leveraging technology.
• Work in a hybrid environment, fostering collaboration across distributed teams.
• Contribute to a fast-paced, growth-oriented organization with an entrepreneurial mindset.

Platform Partnerships Key Responsibilities & Duties

• Develop and execute strategic business plans for custodian service providers.
• Serve as the primary relationship owner for managing partnerships and initiatives.
• Collaborate cross-functionally to ensure effective execution of strategic goals.
• Define and oversee reporting requirements, ensuring accuracy and timeliness.
• Organize quarterly meetings to review partnership status and business updates.
• Analyze partner performance data and conduct follow-ups for quality assurance.
• Coordinate internal efforts related to operational execution across partners.
• Lead process improvements to enhance partner engagement and efficiency.
• Build influence across the organization through effective relationship management.

Platform Partnerships Job Requirements

• Bachelor of Arts (BA) degree and 10+ years of wealth management experience.
• Strong understanding of custodial operations and independent advisor ecosystems.
• Deep knowledge of custodial infrastructure and trade execution processes.
• Proven ability to build and leverage relationships with stakeholders.
• Demonstrated project management skills with attention to detail.
• Excellent communication and presentation skills for influencing senior stakeholders.
• Analytical mindset with problem-solving capabilities and narrative creation.
• Highly collaborative, with experience coordinating distributed teams.
• Entrepreneurial mindset suited for a fast-paced, growth-oriented environment.