Strategic Partnerships Lead

Role Overview

• Develop and execute a partnership strategy aligned with Red Oak's growth goals
• Identify and prioritize high-value opportunities across technology integration
• Prospect, pitch, and close partnership agreements with third-party companies
• Work with Product and Engineering to prioritize and deliver integrations
• Build co-sell and co-marketing relationships with adjacent fintech companies
• Build partnership structures where inbound pipeline is a natural byproduct
• Carry a revenue target tied to partner-sourced and partner-influenced pipeline
• Work closely with Sales, Marketing, and Product to enable co-sell motions
• Stay current on the wealth management technology landscape
• Build repeatable partnership processes, playbooks, and reporting frameworks

Requirements

• 7+ years in business development, strategic partnerships, or alliances in B2B SaaS
• Meaningful experience in the wealth management or advisor technology ecosystem
• Demonstrated history of hitting or exceeding revenue targets tied to partnerships
• Demonstrated ability to structure partnership agreements with shared outcomes
• Exceptional ability to build trust and navigate complex stakeholder environments
• Able to evaluate partnership opportunities against business goals and assess ROI
• Comfortable drafting partnership proposals and presenting strategy to executive leadership
• Familiarity with CRM tools (Salesforce, HubSpot), partner management platforms, and standard business productivity tools

Benefits

• Equity Units
• Healthcare Insurance
• 5% 401K match
• Unlimited PTO