The Challenge
BNY is capturing a slice of the $80T wealth transfer decade with Advisor Match, a digital referral platform connecting investors to financial advisors. You'll build the partnership engine that turns trusted channels into a scalable demand machine.
Your Mission
Map and prioritize 50+ potential strategic partners across financial services, workplace benefits, platforms, and adjacent verticals
Establish executive relationships with 10-15 tier-1 partner prospects and conduct discovery on partnership fit and value exchange
Define 3-5 partnership segment strategies with clear economics, go-to-market plays, and KPI frameworks
Close 2-3 pilot partnerships and document playbooks for activation and performance tracking
Sign 8-12 strategic partnerships generating qualified lead pipeline of 500+ monthly referrals
Achieve 15%+ conversion rate on partner-sourced leads and $2M+ in attributed revenue
Build recurring joint business reviews with top 5 partners, optimizing activation and engagement
Develop partner tiering system and establish automated performance dashboards for real-time pipeline visibility
KPIs You'll Own
Partner Signed Count
Number of executed partnership agreements, tracked quarterly with tier classification.
Lead Volume & Quality
Monthly qualified leads sourced from partnerships, segmented by partner and conversion potential.
Partner Conversion Rate
Percentage of partner-sourced leads converting to active advisor connections or revenue.
Revenue Attribution
Direct and indirect revenue generated by each partnership, tracked monthly with ROI analysis.
Partner Health Score
Composite metric measuring engagement, performance, and satisfaction across active partnerships.
Tools & Stack
Your Team
Your Manager
Senior Director, Head of Advisor Growth & Solutions
Current Team
Dynamic innovation team building Advisor Match platform
New role to scale partnership function
The Package
Salary
$180K-$220K base
Variable
15-25% bonus tied to partnership targets and revenue attribution
Equity
Likely included in BNY's compensation package (not specified)
Remote
On-site: New York, NY or Jersey City, NJ
Benefits & Perks
Company Intelligence
BNY is a global financial services powerhouse managing ~20% of the world's investible assets ($80T+). They're investing heavily in AI and digital innovation to transform wealth management, with Advisor Match as a flagship growth initiative capturing the generational wealth transfer.
Team Size
10,000+
Funding
Public company
Customers
Global institutional and individual investors, financial advisors, wealth platforms
Culture
Innovation-focused, tech-forward, collaborative environment where bold ideas meet advanced technology
Is This Role For You?
- You've closed 5+ strategic B2B partnerships and can navigate long sales cycles with C-suite stakeholders
- You thrive in ambiguity and can define partnership strategy from scratch, not just execute handed-down plans
- You're obsessed with metrics—you segment partners, track ROI, and iterate based on data
- You understand financial services, fintech, or wealth management ecosystems and have relevant relationships
- You're entrepreneurial and can move fast while maintaining rigor in contract negotiation and deal structuring
- You prefer operational execution over strategy—this is about originating and shaping partnerships, not managing existing ones
- You don't have demonstrated success closing enterprise partnerships or lack relevant industry relationships
- You're remote-only or need flexibility—this role requires on-site presence in NYC/Jersey City
Interview Process
Initial Screening
Recruiter call focusing on partnership track record, deal closure, and motivation for financial services
Hiring Manager Round
Deep dive with Senior Director on partnership strategy, stakeholder management, and Advisor Match vision
Case Study/Scenario
Work through a hypothetical partnership scenario—partner segmentation, go-to-market strategy, and KPI definition
Executive Round
Senior leadership conversation on strategic fit, market insight, and ability to influence at C-level
Reference Checks
Deep references from prior partnership roles and stakeholder relationships
Interested in this role?
Apply now and hear back within days, not weeks.
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