Strategic Partnerships and Client Acquisition Manager

Job description

Do you enjoy building strategic partnerships, shaping third-party collaboration models, and supporting programs that improve advisor prospecting and client acquisition? Are you energized by shaping execution and working with external firms and internal stakeholders to turn partnership opportunities into business growth?

We’re looking for someone like that who can:

• Support the development and coordination of partnership initiatives with external organizations, including firms across fintech, hedge funds, AI, professional services and other high-value prospecting ecosystems
• Help design and coordinate end-to-end partnership models that support prospect identification, intake, qualification, routing, advisor engagement, and conversion into client relationships
• Assist in evaluating, managing, and maintaining strategic external partnerships through outreach, analysis, materials preparation, and structured relationship support
• Proactively identify, track, and maintain prioritized pipeline of potential partnership opportunities, including initial research and ongoing monitoring
• Prepare insights, summaries, and analytical materials to support strategy development, business cases, and partnership evaluations
• Collaborate with internal partners across GWM to drive coordinated execution and expand the broader prospecting ecosystem and work with key stakeholders to support the creation of repeatable playbooks for new partnership launches, including prospect experience design, communication flows, operational requirements, and success tracking.