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Serve as the primary relationship contact for assigned partner firms at the home office level
Lead development and execution of strategic plans for assigned partner firms aligned to enterprise growth objectives
Partner with firms on strategic initiatives across sales, product, and operations
Analyze partner performance data to identify trends, risks, and growth opportunities; deliver data-driven recommendations
Support business growth by identifying opportunities within existing partner relationships
Drive complex, cross-functional initiatives to improve distribution effectiveness and partner experience
Coordinate cross-functional efforts internally (sales, product, operations, service teams) to deliver a consistent partner experience
Act as a liaison to resolve partner issues, escalate concerns, and drive timely solutions
Own resolution of complex and ambiguous partner challenges requiring cross-functional alignment
Maintain a strong understanding of partner firm priorities, structure, and key decision-makers
Assist in business planning, pipeline tracking, and execution of firm-specific initiatives
Support onboarding of new partners and ongoing relationship development
Provide insights and feedback from partners to inform product development and operational improvements
Influence internal stakeholders and senior leadership using insights derived from partner interactions and market trends
Lead business reviews with partner firms and present strategic recommendations to internal and external stakeholders
Build and maintain relationships with our sales team and internal partners (Marketing, Service, Product, etc.) to maximize our ability to hit sales targets and to maintain our team focused culture of “winning together”
Serve as a subject matter resource on third-party distribution and partner strategy, providing guidance to peers and junior team members
Annuity Relationship Manager, Third-Party Distribution
New York, NY$70K - $139K / yearPosted 6 days ago
Full-timehybridsenior