Related skills
integrations crm fintech apis wealthtech📋 Description
- Own Hazel's partnership motion end-to-end across tech integrations and networks
- Lead CEO-adjacent talks with Tier 1 targets for pilots and rollouts
- Architect tech partnerships: integrations with custodians and CRMs
- Stand up the affiliate channel via consultants and associations
- Design partnership economics: rev-share, co-sell, pilots to scale
- Build partnership operating model: tiering, review, attribution
🎯 Requirements
- 7+ years in B2B partnerships, fintech/wealthtech.
- Existing RIA/wealth-management network; execs at LPL, Cetera, Captrust.
- Led platform-scale deals; $5M+ revenue in partnerships.
- Comfortable operating CEO-adjacent; run Tier 1 talks without founder.
- Player-coach mentality; close initial deals before building a team.
- Strong API/integration fluency; discuss with custodians/CRMs.
🎁 Benefits
- Hybrid work schedule.
- Office spaces in SF, Culver City, Dallas.
- Health, dental, and vision insurance.
- 401k with 4% match and immediate vesting.
- 16 weeks paid parental leave after one year.
- Professional growth and mobility program.
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