Vanilla

Making Estate Planning Simple for Financial Advisors. Built for advisors, loved by clients.

Strategic Partnerships Director

Account ManagerSalesFull TimeRemoteTeam 51-200Since 2019H1B No SponsorCompany SiteLinkedIn

Location

Arizona + 17 moreAll locations: Arizona, California, Colorado, Connecticut, Florida, Idaho, Illinois, Kentucky, Maine, New Jersey, New York, Ohio, Massachusetts, Minnesota, Pennsylvania, Texas, Utah, Washington

Posted

4 days ago

Salary

$165K - $185K / year

Bachelor Degree8 yrs expEnglish

Job Description

• Own partnership strategy across distribution, tech integrations, and professional channels • Source, negotiate, and close partnerships; manage relationships end-to-end • Navigate enterprise onboarding: security reviews, compliance, procurement • Drive pipeline through the referral program and co-selling with Sales • Partner with Product to evaluate and launch technology integrations • Report performance and pipeline to ELT; represent Vanilla at industry events

Job Requirements

  • 8+ years in BD, partnerships, or strategic sales in fintech or financial services
  • Track record of partner programs that drove pipeline and revenue—not just relationships
  • Experience with enterprise FS channels: IBDs, TAMPs, custodians, or RIA platforms
  • Strong negotiation skills; experience closing complex partnership agreements
  • High EQ; can manage a large portfolio of relationships independently
  • Must be authorized to work in the US; no visa sponsorship

Benefits

  • Flexible paid time off policy and 10 company-wide paid holidays
  • Parental leave, 4 weeks for all full-time employees and up to 12 weeks for birthing parents
  • Medical, dental, and vision benefits coverage for employees and their families
  • 401K eligibility after one month of employment
  • Free estate planning documents
  • Budget for learning & development and home office setup
  • Paid parking or transit for hybrid and in office employees

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