Head of Partner Solutions (Financial Services Industry, Ascensus)

In-Person

Needham, MA; Dresher, PA; Remote

The Head of Partner Solutions is the executive growth leader for Ascensus Retirement's institutional and strategic partner business. This role is accountable for achieving specific partner-channel growth objectives, including sales generated through existing partners, retention, profitability, expansion of current institutional relationships, and development of new partner opportunities. Today, Ascensus budgets for partners to achieve defined sales targets; this leader will own the operating discipline, engagement model, and growth accountability required to help partners enable sales within their own products and through their own distribution models, while coordinating with the appropriate Ascensus teams when direct sales support is required. The role will establish Partner Solutions as a disciplined growth engine and enterprise force multiplier by deepening executive relationships, expanding share of wallet, increasing adoption of Retirement and broader Ascensus solutions, and helping institutional partners grow with Ascensus. This leader will build executive-level relationships with key decision makers across current and prospective partners, develop strategic partner plans, create rigor around engagement models and pipeline development, and work across product management, strategy, marketing, operations, technology, finance, Core Retirement sales, and other enterprise teams to maximize revenue growth, profitability, client value, and operating capabilities. This senior leadership role requires a strong track record of general management, strategic thinking, business development, financial acumen, executive relationship management, coaching and talent development, sound judgment, and the ability to balance client needs, contractual commitments, growth opportunities, and organizational capabilities to deliver an outstanding partner and client experience. NOTE: There is only one position. Preference is candidate to be located Hybrid to Needham, MA or Dresher, PA office. Will consider remote candidates outside of these areas, preferably East Coast.

Responsibilities:
Lead the strategy, growth, retention, and relationship management of institutional and strategic retirement partners. Drive partner-channel sales performance, profitability, and business development while building executive-level relationships and expanding market share. Oversee a team of relationship managers, develop strategic growth plans, identify new partnership opportunities, and serve as a key leader within the retirement business. Maintain accountability for client satisfaction, revenue growth, P&L performance, and regulatory compliance.

Qualifications:
-Bachelor's degree required; advanced degree preferred.
-15+ years of experience in financial services, retirement services, consulting, institutional partnerships, business development, or relationship management, including 10+ years in a senior leadership role.
-Proven success driving sales growth, retention, partner development, and strategic relationship management.
-Strong leadership, executive communication, business development, and financial management skills.
-Experience with retirement industry partnerships and distribution channels preferred.
-FINRA Series 6 or 7 and Series 24 or 26 licenses preferred.

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