💼 About This Role

You'll serve as the primary operational point of contact for strategic distribution partners, fostering strong partnerships and aligning internal teams for a seamless experience. Your core impact will be driving adoption of digital capabilities and improving partner experience through data-driven insights and cross-functional collaboration. You'll lead change management initiatives and execute annual business reviews to enhance operational outcomes.

🎯 What You'll Do

• Serve as primary operational relationship owner for portfolio of partners
• Educate internal stakeholders on firm-specific guidelines and processes
• Lead onboarding of new firms and manage ongoing operational engagement
• Drive cross-functional alignment across Operations, Sales, Technology, and Service teams

📋 Requirements

• Bachelor's degree or equivalent experience
• 5+ years of progressive relationship management experience
• 5+ years of operational or sales leadership in insurance or financial services
• Proven ability to influence outcomes across cross-functional teams

✨ Nice to Have

• Life insurance designation preferred

🎁 Benefits & Perks

• 🏖️ Competitive compensation
• 🏥 Health benefits
• 📈 Retirement plans
• 🏢 Occasional travel

📨 Hiring Process

Estimated timeline: 3-5 weeks · AI estimate

1. 1Recruiter Screen· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Panel Interview· 60 min