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Director, Strategic Advisor Partnerships
Prudential Financial. Develop and manage strategic relationships with third-party organizations influencing financial advisor affiliation decisions .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in developing and managing strategic partnerships within the wealth management sector, focusing on advisor recruiting and relationship management. Proven ability to negotiate vendor contracts and drive advisor growth through effective collaboration with third-party organizations.
Highest-signal resume keywords
Relationship ManagementAdvisor RecruitingStrategic PartnershipsVendor NegotiationWealth Management Business Development
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Advisor RecruitingVendor NegotiationBusiness DevelopmentPartnership Strategy DevelopmentContract Management
Soft Skills
Relationship BuildingCommunicationNegotiationCollaborationInfluencing
Industry Keywords
Wealth ManagementAdvisor AffiliationSuccession PlanningPractice ManagementM&A Consulting
About the role
Key responsibilities & impact- Develop and manage strategic relationships with third-party organizations influencing financial advisor affiliation decisions
- Drive advisor growth by building partnerships that generate qualified opportunities across recruiting segments
- Establish and nurture relationships with advisor recruiting firms, M&A consultants, succession planning organizations, custodial referral programs, practice management consultants, and wealth management influencers
- Identify emerging advisor acquisition channels and increase Prudential Advisors' visibility among target advisor populations
- Develop partnership strategies that expand access to advisor talent and support sustainable growth
- Negotiate third-party vendor contracts and monitor competitor strategies for external sourcing
- Partner with Enterprise Vendor Governance, Legal, Compliance, and Procurement to evaluate, onboard, and manage strategic partnerships
- Align partnership priorities with advisor acquisition and growth objectives
- Serve as primary liaison between external partners and internal stakeholders
- Implement partnership opportunities while maintaining governance and risk controls
- Represent Prudential Advisors' value proposition to external vendors and sell PA as the firm of choice for transitioning advisors
- Develop referral channels for experienced advisors, advisor teams, and succession candidates
- Accept or decline candidates and approve and pay invoices post-hire
- Cultivate opportunities with intact advisor teams and independent wealth management firms and connect prospects with recruiters
- Facilitate introductions between prospective advisors and field leadership
- Partner with recruiting teams and business leaders to advance advisor opportunities through the affiliation process
Requirements
What you’ll need- Minimum 7 years of experience in relationship management, advisor recruiting, wealth management business development, strategic partnerships, or a related field
- Established and verifiable network of relationships with third-party organizations influencing advisor affiliation decisions
- Experience with advisor recruiting firms, succession planning consultants, practice management organizations, business brokers, and industry referral sources
- Demonstrated track record generating experienced advisor recruiting opportunities through external partnerships and referral networks
- Proven success recruiting or influencing affiliation decisions of experienced advisors, advisor teams, or wealth management practices with established books of business
- Experience with vendor negotiation
- Proven track record securing and driving key relationships that impact business results
Benefits
Comp & perks- Market competitive base salaries
- Yearly bonus potential
- Medical, dental, vision, life insurance, and disability insurance
- Paid Time Off (PTO)
- Parental and military leave
- 401(k) plan with company match up to 4%
- Company-funded pension plan
- Wellness Programs including up to $1,600 a year reimbursement for personal wellbeing items
- Work/Life Resources supporting parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development
- Education Benefit for approved college degrees and accredited certificate programs
- Employee Stock Purchase Plan with shares purchasable at 85% of the lower of two prices
- Discretionary annual incentive program
- Equal opportunity employment
- Accommodation support during the application process