Serve as a direct advisor to enterprise RIAs and breakaway teams evaluating custody transitions and platform fit

Own and run Transition Sandbox walkthroughs, live demo environments for prospective and transitioning firms

Act as a trusted point of contact for advisor firms navigating the TradePMR integration ecosystem

Build and maintain the Partner Resource Hub, including custodial comparison sheets, integration guides, and platform one-pagers

Equip Practice Management and Sales with current, accurate partner and integration collateral, and keep internal teams informed of live and upcoming integrations

Own and execute the Center of Influence (COI) engagement cadence, including monthly strategy touchpoints, quarterly briefings, and virtual executive roundtables

Stand up and run the COI Advisory Council, spanning consulting, technology, M&A, and recruiting

Directly own relationships with core technology partners and specialized workflow and TAMP partners

Coordinate with Marketing and Business Development on adjacent COI relationships, such as transition consultants, M&A advisors, capital providers, breakaway recruiters, and compliance consultants

Plan and represent TradePMR at flagship partner events, and own regional VIP dinners and executive roundtables, including guest lists, briefing content, and follow-up

Negotiate custom commercial terms with strategic partners, such as portfolio-wide custodial fee schedules, custom API reporting SLAs, and enterprise onboarding SLAs

Partner with Legal, Compliance, and Finance on sign-off for non-standard agreements, using a template-first approach and escalating to custom terms only where justified

Senior Manager, Strategic Partnerships & Integrations

Responsibilities

Benefits

Company

Robinhood

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