SmartAsset

Partner Development Manager

Remote, Contiguous United States

Sponsorship not specified$140k-$180kDetected 6 days ago

Project ManagementSalesforceSalesAccount ManagementBusiness DevelopmentNegotiationLeadershipPublic Speaking

About the role

At SmartAsset, we are on a mission to help people make smart financial decisions.
But connecting high-intent investors with top-tier financial professionals doesn't happen by accident-it happens through the strategic, high-energy efforts of our Sales and Account Management Organization.

Responsibilities

Partnership Expansion: Identify, prioritize, and pursue new strategic partnership opportunities within targeted Business Development partners.
Due Diligence Navigation: Serve as the internal and external lead for the due diligence process, working closely with compliance, legal, and product teams to successfully secure product approval and distribution placement on partner platforms.
Relationship Mapping: Develop deep, multi-level relationships within partner organizations, targeting key decision-makers across product, sales, and marketing teams.
Revenue Expansion: Own the ongoing growth and performance of assigned partnerships, consistently identifying opportunities for increased sales volume and product adoption within the channel.
Contract Negotiation: Partner with VP of Sales & Account Management on complex negotiations for Master Services Agreements (MSAs), partnership contracts, and subsequent renewals, ensuring favorable terms for pricing, service levels, and legal obligations.
Compliance Adherence: Ensure all partnership activities, contracts, and marketing materials adhere to strict regulatory and compliance requirements specific to our partners, the financial services industry, and SmartAsset.
Joint Marketing: Collaborate with the internal Marketing department and partner marketing teams to develop and execute targeted, co-branded marketing campaigns and sales collateral.
Content Development: Assist in creating high-quality partner-facing content, including pitch decks, training guides, and case studies.

Requirements

Must be able to communicate via phone calls and/or video conferences (mainly for concierge and sales roles)

Skills

Bachelor's degree in Business, Finance, Economics, or a related field.
Existing relationships with banks, wirehouses, registered investment advisory firms and/or turnkey asset management platforms (TAMPs)
Experience working with marketing and business development teams at financial advisory firms
Knowledge of wealth management and financial advisory industry trends and news
Proficiency with sales enablement tools (Salesforce, etc) and Google Workspace (Sheets, Slides, etc)
SmartAsset is an online destination for consumer-focused financial information, educational content, personalized calculators, and tools.

Compensation

California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* Base Salary $140,000-$180,000 + RSUs + benefits.

Benefits

Pet insurance, home office stipend, and Employee Assistance Program (EAP)
We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.
California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* Base Salary $140,000-$180,000 + RSUs + benefits.
Comprehensive Health Coverage: Multiple Medical, Dental, and Vision plan options through trusted national carriers-so you can choose what fits your needs.
Life & Disability Protection: Company-paid Life/AD&D coverage, with options to add supplemental life and disability plans for extra peace of mind.
Financial Wellness: 401(k) with employer match, pre-tax savings through FSA and HSA options, and equity packages offered for every role.
Time Off That Works: Generous vacation, sick, and parental leave policies-because balance matters.

Company info

As a Partnership Development Manager, you will join a high-performing sales and account management team that drives our B2B growth strategy.
Reporting directly to SmartAsset's Vice President of Sales and Account Management, you will work closely with sales leadership within a collaborative environment that champions your ideas, and a clear, highly visible path to making an impact on SmartAsset's mission and growth.
About the Job:
The Partner Development Manager, Business Development Channels, is a strategic, high-impact role responsible for securing and expanding relationships with Business Development partners, including large wirehouses, banks, and decentralized Registered Investment Advisor (RIA) firms.
The primary objective is to gain product approval and adoption, drive revenue growth through these channels, and develop relationships with new and existing Business Development partners.
Company-paid Life/AD&D coverage, with options to add supplemental life and disability plans for extra peace of mind.

Equal opportunity

SmartAsset is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees.
equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees.
If you have a disability or special need that requires accommodation, please contact us at Recruiting@smartasset.com.

Visa & Work Authorization

al employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status

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This listing is sourced directly from SmartAsset's careers page and normalized into a canonical job model.