Strategic Partnerships Manager (US) at Feathery · LumiJobs

Responsibilities

As Strategic Partnerships Manager, you'll be responsible for putting Feathery's partnership strategy into action. You'll identify and engage a targeted group of potential strategic partners (ex: technology, consulting, etc) across the US and Canada, building relationships with key stakeholders and advancing opportunities from initial outreach through active partnerships. Your focus will be on expanding Feathery's network through distribution, referrals, and integrations.
In parallel, you'll identify and develop new client channels beyond traditional wealth management, including banks, pension plan administrators, credit unions, and other financial services organizations. You'll assess where Feathery's onboarding and workflow automation platform can deliver value, qualify opportunities based on commercial potential and product fit, and help generate direct revenue from new client segments.
Strategic Partnerships
Execute targeted outreach to targeted group of potential strategic partners for Feathery’s Wealth Management and Insurance businesses (ex: technology, consulting, etc)across the US and Canada, working with the Head of Wealth Solutions and Head of Insurance Solutions to identify targets and build relationships across partnerships, product, technology, and operations.
Evaluate partnership opportunities based on revenue pathways, distribution potential, and integration feasibility.
Own and manage the partnership pipeline in HubSpot, from target identification to active partner, maintaining visibility into outreach, engagement, and progression.
Collaborate with Wealth Solutions, Sales, Product, and Engineering to advance opportunities, align integrations, support pilot execution, and onboard partners.
Stay informed on wealth management outsourcing providers and the broader ecosystem, identifying new opportunities and refining partnership priorities.
New Client Channels
Identify and prioritize adjacent financial services markets where Feathery has the strongest product fit and revenue potential, coordinating priorities with the Head of Wealth & Head of Insurance Solutions.
Assess opportunities based on onboarding complexity, client or end-user volume, integration requirements, and clear pathways to revenue.
Manage a separate new client channel pipeline in HubSpot, tracking each channel by its assessment stage and each prospect by its opportunity stage.

Strategic Partnerships Manager (US)

Responsibilities

Qualification

Required

Benefits

Company

Feathery

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