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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in building and managing partnerships within the fintech and wealth management sectors, with a strong focus on technology integrations and revenue generation. Proven ability to lead high-level conversations and develop strategic partnership frameworks that drive significant business outcomes.
Highest-signal resume keywords
Business DevelopmentPartnership ManagementTechnical Fluency in APIsRevenue RecognitionPartnership Economics Design
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Partnership Pipeline DevelopmentDeal Structure ManagementMarketplace IntegrationAttribution Model CreationCommercial Template DesignRev-Share Agreement StructuringGo-To-Market StrategySales ActivationReporting Cadence DevelopmentPlatform-Scale Deal Signing
Soft Skills
Player-Coach MentalityLeadershipCommunicationCollaborationNegotiation
Tools & Technologies
CRM SystemsMarketplace PlatformsAPIsIntegration ToolsReporting Tools
Industry Keywords
FintechWealthtechFinservRIABroker-DealerAggregatorCustodianAffiliate ChannelConsulting FirmsAssociation Partnerships
About the role
Key responsibilities & impact- Build and own Hazel's partnership pipeline across technology integrations, distribution, affiliates, and industry networks
- Deliver against partnership-sourced ARR targets each quarter
- Lead CEO-adjacent conversations with Tier 1 broker-dealers, aggregators, and technology providers through signed pilots and platform-wide rollouts
- Architect Hazel's technology partnership program, including marketplace listings and integrations with major custodians and CRMs
- Partner with Product on the integration roadmap and orchestrate go-to-market with partner organizations
- Establish the affiliate channel through industry consultants and association partnerships
- Design partnership economics, including rev-share, co-sell, and pilot-to-scale agreements
- Build commercial templates and own deal structure end-to-end
- Build the partnership operating model, including partner tiering, deal review, attribution, joint GTM playbooks, and marketplace operations
- Partner with Sales, Marketing, Product, and Finance from deal structure through advisor activation and revenue recognition
- Serve as Hazel's first dedicated partnerships hire, with 80% individual-contributor work and 20% function-building leadership
Requirements
What you’ll need- 7+ years in business development or partnerships, the majority of it in fintech, wealthtech, or finserv
- Existing network across the RIA / wealth-management ecosystem
- Track record signing platform-scale deals, including at least one partnership that delivered $5M+ in influenced or sourced revenue
- Ability to run Tier 1, CEO-adjacent conversations and determine when to involve the founder
- Player-coach mentality and willingness to close initial deals personally
- Strong technical fluency in APIs, integrations, and marketplace requirements
- Ability to build a partner CRM, attribution model, and reporting cadence
- Direct experience at a broker-dealer, aggregator, or custodian is a bonus
- Experience in early-stage or first-partnership-hire situations is a bonus
- Existing relationships with consulting firms and association leadership are a bonus
- Comfort with AI / agent-based product narratives is a bonus
Benefits
Comp & perks- Competitive total compensation
- Premium healthcare, dental, and vision insurance plans (HMO and PPO)
- 401k savings plan with a 4% match and immediate vesting
- 16 week paid parental leave after one year of employment
- Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee
- Company perks program (includes discounts on pet insurance, fitness, cell phone plans, and travel, etc.)
- Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.)
- One month work from anywhere policy (with the exception of a few countries)
- Competitive equity
- Bonus program for eligible roles
