Drive Commercial Rigor in Platform Deals
Build full financial models for digital wealth partnerships
Design revenue share structures aligned with recurring flows
Analyze partner platform economics including user growth, engagement and monetization dynamics
Stress test scenarios and inform negotiation strategy
Support Strategic Partnership Execution
Prepare materials and pitch decks for C suite level negotiations
Structure white label ETF mandates, co branded ranges and savings plan integrations
Coordinate due diligence across legal, capital markets, finance and operations
Track embedded positioning and post launch performance
Shape Scalable Partnership Frameworks
Help define repeatable templates for digital wealth agreements
Identify structural improvements to speed, pricing discipline and margin protection
Contribute to the long term architecture of our digital distribution platform

2 to 4 years experience in fintech, digital brokerage, asset management, platform strategy or top tier consulting
Direct exposure to platform monetization, partnerships or ETFs preferred
Post graduate degree from a leading business school in strategy, finance or digital transformation
Strong financial modeling capability
Clear commercial instincts
Comfortable operating with senior stakeholders
High intellectual horsepower and execution discipline

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

Direct Retail and Digital Wealth Consultant, AVP

Key skills