Strategic Partnerships Manager (US)

ABOUT the company

The company is the AI operating system for financial institutions. With hundreds of clients and over $30 million raised, the company is the fast-growing leader in financial agentic automation. Industry leaders like Tokio Marine, Sequoia Financial, and Cerity Partners run their client-facing workflows on the company, from onboarding and risk assessment to reconciling systems and generating proposals and reports.

At the center of it all is Robin, our AI operations assistant. Robin scans client documents, configures and deploys workflows, assists users in their day-to-day work, takes notes during meetings, and supports a growing range of operational tasks across the client lifecycle.

We're building a future where financial operations shift from paperwork, manual data entry, and disconnected systems to intelligent, automated workflows that let firms spend their time on clients instead of process. We're proud to be backed by world-class investors who share that vision, including Portage Ventures, Allstate Ventures, and Index Ventures, among others.

We're driven by a shared commitment to excellence and velocity. Our values — Own the Problem, Grit Beats Gloss, Say It Straight — shape how we work and grow as a team.

WHY WE'RE HIRING

As the company grows across North America, we're looking to expand our network of strategic partners and reach new client segments across financial services. We're hiring a Strategic Partnerships Manager to execute our partnership strategy, develop high-value industry relationships, and identify new sources of revenue beyond our existing markets.

ABOUT THE ROLE

As Strategic Partnerships Manager, you'll be responsible for putting the company's partnership strategy into action. You'll identify and engage a targeted group of potential strategic partners (ex: technology, consulting, etc) across the US and Canada, building relationships with key stakeholders and advancing opportunities from initial outreach through active partnerships. Your focus will be on expanding the company's network through distribution, referrals, and integrations.

In parallel, you'll identify and develop new client channels beyond traditional wealth management, including banks, pension plan administrators, credit unions, and other financial services organizations. You'll assess where the company's onboarding and workflow automation platform can deliver value, qualify opportunities based on commercial potential and product fit, and help generate direct revenue from new client segments.

WHAT YOU'LL DO

Strategic Partnerships

• Execute targeted outreach to targeted group of potential strategic partners for the company’s Wealth Management and Insurance businesses (ex: technology, consulting, etc)across the US and Canada, working with the Head of Wealth Solutions and Head of Insurance Solutions to identify targets and build relationships across partnerships, product, technology, and operations.

• Evaluate partnership opportunities based on revenue pathways, distribution potential, and integration feasibility.

• Own and manage the partnership pipeline in HubSpot, from target identification to active partner, maintaining visibility into outreach, engagement, and progression.

• Collaborate with Wealth Solutions, Sales, Product, and Engineering to advance opportunities, align integrations, support pilot execution, and onboard partners.

• Stay informed on wealth management outsourcing providers and the broader ecosystem, identifying new opportunities and refining partnership priorities.

New Client Channels

• Identify and prioritize adjacent financial services markets where the company has the strongest product fit and revenue potential, coordinating priorities with the Head of Wealth & Head of Insurance Solutions.

• Assess opportunities based on onboarding complexity, client or end-user volume, integration requirements, and clear pathways to revenue.

• Manage a separate new client channel pipeline in HubSpot, tracking each channel by its assessment stage and each prospect by its opportunity stage.

• Collaborate with Sales, Product, and Engineering to validate new markets, tailor messaging, and hand off qualified opportunities with clear context on workflows, pain points, key contacts, and product fit.

• Monitor competitive dynamics, technology trends, and emerging opportunities across adjacent markets, sharing discovery insights with Product to inform future development.

ABOUT YOU

• 3+ years of experience in strategic partnerships, business development, or channel development, ideally within B2B SaaS, fintech, or financial services.

• Demonstrated experience executing targeted outreach, qualifying commercial opportunities, and developing relationships with senior stakeholders.

• Strong commercial judgment to evaluate revenue potential, distribution opportunities, and market fit.

• Ability to understand complex operational workflows and assess technical integration requirements.

• Experience managing business development pipelines in HubSpot or a similar CRM.

• Strong communication, relationship-building, and organizational skills, with the ability to work independently and across teams.

BONUS

• Familiarity with wealth management, insurance or adjacent financial services markets.

• Experience developing strategic partnerships, referral networks, or new client channels.

• Experience working with Product and Engineering teams on integrations or technical partnerships.

• Experience in an early-stage or high-growth B2B SaaS company.

WHAT WE OFFER

• Competitive compensation and equity

• HRA health plan

• Unlimited PTO

• Retirement: 401(k) plan

• A supportive, low-ego team that values ownership and growth

• Company offsites to connect and recharge

The company is an equal opportunity employer and does not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other legally protected characteristic. We’re committed to building an inclusive team and provide reasonable accommodations upon request.