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Robinhood

Runs an investing app for stocks and crypto

Senior Manager - Strategic Partnerships & Integrations

Business Development & PartnershipsUpdated on Nov 10
Full-time

About the Job

Requirements

  • At least 7 years of experience in partnerships, business development, or strategic account management, ideally in wealth technology, financial technology, or registered investment advisor custodial and technology services.
  • Demonstrated experience managing external relationships with technology vendors and/or advisor or client firms in a regulated financial services environment.
  • Comfort serving as a primary external representative for the organization, including event hosting, executive-level relationship management, and negotiation.
  • Strong cross-functional collaboration skills and experience working closely with Product, Engineering, Legal and Compliance, Marketing, and technical integrations teams.

Responsibilities

  • Serve as a direct advisor to enterprise registered investment advisors and breakaway teams evaluating custody transitions and platform fit.
  • Own and run Transition Sandbox walkthroughs and 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 engagement cadence, including monthly strategy touchpoints, quarterly briefings, and virtual executive roundtables.
  • Stand up and run the Center of Influence Advisory Council, spanning consulting, technology, mergers and acquisitions, and recruiting.
  • Directly own relationships with core technology partners and specialized workflow and turnkey asset management platform partners.
  • Coordinate with Marketing and Business Development on adjacent Center of Influence relationships, such as transition consultants, mergers and acquisitions 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 application programming interface reporting service-level agreements, and enterprise onboarding service-level agreements.
  • 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.
  • Surface partner and client integration requests and pain points in Product and Engineering prioritization discussions.
  • Represent the external partner and advisor-firm perspective in integration roadmap planning, and work with the tactical integrations team so strategic priorities become executed integrations.

Desired Qualifications

  • Familiarity with the registered investment advisor custodial technology landscape, including portfolio management systems, customer relationship management systems, turnkey asset management platforms, and financial planning tools.

About the Company

Robinhood

Runs an investing app for stocks and crypto

Robinhood runs a mobile and web investing platform for individuals who trade stocks, funds, options, futures, and cryptocurrencies. Its commission-free stock trading and simple app design make it an alternative to traditional brokerage accounts. Customers manage their investments in the app or use Robinhood Legend, a desktop trading platform with charts and tools for active traders, while affiliated businesses handle retirement accounts, managed portfolios, and credit cards. Robinhood earns money from trading activity, interest on loans and cash balances, and paid Gold memberships with extra account features. The company was founded in 2013 and is headquartered in Menlo Park, California.

Company size
1,001-5,000
Company stage
IPO
Headquarters
Menlo Park, CA
Founded
2013

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