Responsibilities

• Serve as a primary point of contact for strategic partners and vendors, helping build strong relationships and support ongoing engagement initiatives
• Coordinate advisor pilot programs, including participant communication, timelines, tracking, and follow-up
• Gather and organize vendor reporting, revenue-share data, and key performance metrics to support business decisions
• Assist with the execution of partnership campaigns, promotions, webinars, workshops, and advisor events
• Collaborate with internal teams across Marketing, Compliance, Operations, and IT to support partnership initiatives
• Prepare presentations, advisor resources, reporting materials, and executive summaries
• Respond to advisor questions related to affiliate programs, vendor offerings, and promotional opportunities
• Help identify process improvements that enhance advisor experiences and support program growth
• Coordinate vendor onboarding, documentation, contracts, and operational follow-up items

Requirements

• 2–4 years of experience in project coordination, account management, vendor management, marketing operations, or a related field
• Strong organizational and project management skills with the ability to manage multiple priorities
• Excellent written and verbal communication skills
• Exceptional attention to detail and follow-through
• Ability to work independently while collaborating effectively across teams
• Strong problem-solving skills and adaptability in a fast-paced environment
• Proficiency in Microsoft Office, particularly Excel and PowerPoint

Preferred

• Experience working with external vendors, partnerships, or affiliate programs
• Financial services, marketing, or related industry experience
• Experience using CRM systems, reporting dashboards, or project management tools

Benefits

• Amazing benefits including medical, dental, vision and 401k (with matching options)
• Generous PTO package from your start date
• Access to an on-site café, gym and primary care
• Continuous personal and professional development opportunities
• Recognition for hard work & exemplary performance
• Employee sponsored events…and more!