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Glenmede

Independent wealth management and investment advisor

Strategic Partnership Manager

Business Development & PartnershipsConfirmed live in the last 24 hours
Full-timeSan Francisco, CA, USANo salary listedHybrid

About the Job

Requirements

  • Strong partner and relationship management skills, including the ability to drive new business leads, revenue, and sales through existing and future partnerships.
  • Strong, consistent experience in Partner Management in a high-growth environment.
  • Strong presentation and communication skills with internal and external stakeholders.
  • Ability to collaborate with Sales, Customer Success, and Product to articulate the value of current and future partnerships and alliances.
  • Ability to use cross-functional influence to gain buy-in and support for partnerships and alliances.

Responsibilities

  • Complete Ramp Camp, the comprehensive onboarding program, and learn about the business, product, vision, team, and how the role fits into the organization.
  • Learn the Lever Hire, Lever Nurture, and Lever Analytics products, their benefits, and positioning; shadow sales calls.
  • Evaluate the partner tiering system and recommend criteria, metrics, and processes for engaging partners; present the proposal to the Ramp Camp class and the Director of Partnerships and Alliances.
  • Complete demo certification on core products to demonstrate Lever to existing and prospective partners.
  • Learn existing partnerships and the competitive landscape by meeting existing partners, reviewing industry reports, meeting with Marketing and Product, and attending selected conferences.
  • Become the internal subject matter expert on existing partnerships; direct Sales and Success colleagues to self-service resources, including Guru and battle cards, and clarify new partnerships that expand the ecosystem and strengthen Lever's value proposition.
  • Build a Partnerships demo environment and toolkit with internal stakeholders to showcase the Lever product suite and partner integrations.
  • Develop a repeatable process for following up with Sales on partner-lead status.
  • Work with Sales Operations to ensure inbound partner leads are routed accurately and promptly to Sales, and recommend process-streamlining and automation steps.
  • Conduct initial meetings with three strategic partners to establish baseline relationships, identify metrics and opportunities to increase relationship value, and determine partnership structures such as lead sharing, sales territory mapping, or co-marketing.
  • Own regular business reviews and the relationship with one top strategic partner, including biweekly or monthly calls to assess adoption and traction, share feedback, and prepare for quarterly reviews.
  • Establish monthly introductory sessions for new employees about the Partnerships and Alliances function and quarterly deep dives with Sales and Marketing sub-teams.
  • Own monthly syncs with Sales segment leaders and Marketing leaders to review collaboration areas, future opportunities, and improvements.
  • Develop an annual Partnerships and Alliances events calendar, including recommended conferences and partner events and partner lunch-and-learns for Lever's Sales and Success teams.
  • Work with the Director of Partnerships and Alliances and Sales and Marketing leaders to establish a framework and recommendations for executing the partnership strategy.
  • Work with the Director of Partnerships and Alliances to develop one- and three-year plans for the function, including recommendations for the partnerships marketing budget.
  • Partner with Product and Marketing to develop a partner platform that drives revenue and builds strategic advantage.

About the Company

Glenmede

Independent wealth management and investment advisor

Glenmede provides private wealth management and investment services for high-net-worth individuals, families, and institutions. Its offerings include investment management, wealth planning, trust and fiduciary services, and philanthropy support, delivered through tailored, discretionary portfolios and comprehensive financial planning aligned with each client’s goals. The company operates as a privately owned, independent firm, differentiating itself by long-standing client relationships, fiduciary guidance, and a holistic, client-centric approach rather than product-driven sales. Glenmede’s goal is to help clients grow, protect, and transfer wealth across generations, guiding them toward clear financial objectives with personalized, enduring service.

Company size
201-500
Company stage
Not listed
Total funding
Not listed
Headquarters
Philadelphia, PA
Founded
1956

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