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Director of Partnerships

Altruist · San Francisco, United States

External listingfull-timeabout 2 months ago

About The Role

Join Hazel, an exciting AI company in financial services, as the Director of Partnerships. In this role, you will own the partnership motion end-to-end, lead high-leverage deals, and build the partnership function over the next 12-18 months. You will work closely with various teams, including Sales, Marketing, Product, and Finance, to ensure partnership economics work effectively. This is a unique opportunity to architect something from scratch and make a significant impact on Hazel's trajectory.

  • Construire et posséder le pipeline de partenariats de Hazel, en livrant contre les objectifs de revenus.
  • Diriger les conversations de haut niveau avec les cibles de premier plan, en passant des pilotes signés aux déploiements à l'échelle de la plateforme.
  • Architecturer le programme de partenariat technologique de Hazel, en collaborant avec le produit sur la feuille de route d'intégration.
  • Strong technical fluency — credible conversations about APIs, integrations, and marketplace requirements with custodian or CRM partners without leaning on Product for every detail
  • Comfortable operating CEO-adjacent. You can run a Tier 1 conversation without the founder in the room, and know exactly when to pull them in
  • 7+ years in business development or partnerships, the majority of it in fintech, wealthtech, or finserv.
  • Operating rigor — you can build the partner CRM, attribution model, and reporting cadence yourself. RevOps and Marketing are partners, not crutches
  • Player-coach mentality. Happy to close the first deals yourself before you build a team. Player first, coach second
  • An existing network across the RIA / wealth-management ecosystem — you can pick up the phone today with execs at LPL, Cetera, Captrust, the major broker-dealers and aggregators, or equivalent
  • Track record signing platform-scale deals — you've personally led at least one partnership that delivered $5M+ in influenced or sourced revenue. Pilot-to-scale narrative
  • Direct experience at a broker-dealer, aggregator, or custodian — you've sat on the other side of the table
  • Background in early-stage or first-partnership-hire situations. You've built a function, not just managed one
  • Comfort with AI / agent-based product narratives — this is what Hazel sells
  • Existing relationships with consulting firms (T3, F2 Strategy, Ezra Group) and association leadership (XYPN, NAPFA, FPA)
  • Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles

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