Originate and Close Strategic Platform Partnerships
Identify and close multi year agreements with digital wealth platforms
Structure white label ETF mandates, co manufactured ranges, model portfolio integrations and recurring savings plan partnerships
Negotiate preferred provider or embedded positioning agreements
Design scalable revenue share models aligned to user growth and recurring flows
Embed SSIM into Platform Ecosystems
Move from product shelf presence to full integration
Align ETF capabilities with product roadmaps
Drive recurring investment adoption and automation use cases
Build partnership frameworks that scale across millions of users
Operate at Founder and C Suite Level
Lead negotiations directly with founders and executive teams
Build multi year commercial roadmaps with platform partners
Represent SSIM as the institutional partner that understands fintech velocity
Drive Internal Execution
Act as the commercial owner across product, capital markets, legal and finance
Translate platform needs into institutional capabilities
Push for speed, clarity and accountability

15 plus years experience in fintech, digital brokerage, asset management partnerships or platform strategy
signed large, complex, multi year distribution or monetization agreements
understanding of platform economics including user acquisition, engagement, recurring revenue and margin leverage
fluency in ETFs, savings plans, model portfolios and embedded investing
comfortable navigating institutional environments while maintaining fintech speed

our retirement savings plan (401K) with company match
insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
paid-time off including vacation, sick leave, short term disability, and family care responsibilities
access to our Employee Assistance Program
incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans)
eligibility for certain tax advantaged savings plans

Head of Direct Retail and Digital Wealth

Key skills