• Build, develop, and sustain strong relationships with key broker-dealer partners. • Serve as the primary point of contact for all broker-dealer inquiries, issues, and escalations. • Proactively engage with partners to understand their needs, address concerns, and ensure satisfaction with products and services. • Manage the overall partnership lifecycle, from onboarding, activation through ongoing day-to-day account management. • Identify opportunities for expanding existing relationships, advancing partnership opportunities in real time and increasing revenue generation. • Collaborate with internal teams (sales, marketing, compliance, legal, and operations) to develop tailored and mutually beneficial growth solutions and business initiatives. • Contribute to the creation and execution of strategic business development plans aimed at increasing market share and strengthening partnerships. • Ensure smooth operational processes between the company and broker-dealers, including daily reporting, mutual customer SLA’s, advisor compensation, sponsorship/corporate events and programs, and compliance matters. • Work closely with internal departments to monitor the performance and efficiency of broker-dealer relationships and resolve operational issues as they arise. • Provide ongoing training and resources internally and externally to broker-dealer partners on product offerings, processes, and compliance requirements. • Monitor and ensure adherence to regulatory requirements, industry best practices, and internal policies. • Stay up-to-date with industry trends, regulatory changes, and market dynamics that may impact broker-dealer relationships. • Work with compliance teams to address potential risks and ensure that broker-dealer relationships remain fully compliant with all applicable laws and regulations. • Track and report on key performance metrics for broker-dealer relationships, including lead volumes, revenue, SFDC and operational efficiency. • Prepare regular reports and presentations for senior management on the status and progress of broker-dealer partnerships (monthly and quarterly internally and externally). • Analyze data to identify areas for process improvements, cost reductions, or enhanced partnership regional opportunities.