Product Manager - Private Wealth Management

Join Plaid as a Partner Development Manager in the Banking & Wealth division, where you'll play a pivotal role in fostering strategic partnerships and driving growth in the financial services sector. Your expertise will be instrumental in identifying new business opportunities and enhancing our relationships with key stakeholders. Collaborate with cross-functional teams to deliver innovative solutions that meet the evolving needs of our clients.

Join Plaid as a Channel Business Development & Enablement Manager in our Banking and Wealth division. In this pivotal role, you will lead innovative strategies to foster and enhance partnerships within the financial services sector.Your responsibilities will include collaborating with cross-functional teams to develop and implement business strategies, driving channel partner enablement, and ensuring the successful execution of initiatives that propel business growth. You will also be responsible for analyzing market trends and competitor strategies to inform decision-making and optimize performance.

Join our dynamic team as an SAP Banking Associate Partner and play a vital role in transforming the banking and financial services landscape. In this position, you will leverage your expertise in SAP solutions to support our clients in optimizing their banking processes and enhancing customer experiences.

Join Ramp as a Channel Partner Manager, where you will play a pivotal role in fostering relationships with our channel partners in the venture capital and banking sectors. You will be instrumental in driving growth and ensuring the success of our partnerships.

Entertainment Benefits Group is looking for a Manager, Partner Development based in New York. This position centers on developing and maintaining strategic partnerships that drive business growth. Role overview The Manager, Partner Development will take the lead in building relationships with key partners. The role involves identifying opportunities for collaboration and ensuring that partnerships deliver value to both Entertainment Benefits Group and its partners. What you will do Build and strengthen strategic partnerships to support company objectives Guide efforts that encourage effective collaboration with partners Focus on delivering value for both Entertainment Benefits Group and partner organizations

Adams Street Partners is a leading global private markets investment manager, proudly managing $65 billion in assets. As a wholly employee-owned firm, we cultivate a distinctive culture characterized by collaboration, intellectual rigor, integrity, and a strong focus on professional development. For the eighth consecutive year, Adams Street has been recognized as one of Pension & Investments’ Best Places to Work in Money Management for 2025.Our employees function as a cohesive global team, leveraging the expertise of our investment professionals across five core strategies: primary investments, secondary investments, growth equity, private credit, and co-investments. Since our inception over 50 years ago, we have been recognized as pioneers in the private markets sector, earning our place in the Private Equity Hall of Fame in 2000.We serve a diverse clientele, including prominent public and corporate pension plans, foundations, endowments, insurance companies, registered investment advisors, and high net worth individuals across the globe. Our offices span major cities worldwide, including Abu Dhabi, Austin, Beijing, Boston, Chicago, Hong Kong, London, Munich, Menlo Park, New York, Seoul, Singapore, Sydney, Tokyo, and Toronto.Overview:Adams Street Partners is eager to grow our Wealth Management team to meet the demands of our expanding client base. This position, located in our New York office, is crucial for enhancing client relationships and will involve proactive engagement with potential clients through outreach strategies. The ideal candidate will deliver exceptional service to our existing and prospective investors across various private wealth channels, including private banks, wirehouses, independent broker dealers, RIAs, and family offices. Responsibilities will include managing distribution relationships, facilitating business production, and providing creative solutions to challenges. Given our collaborative culture, candidates must possess outstanding organizational and client service skills, with the ability to juggle multiple fundraising initiatives and support the growth of our business.Key Responsibilities:Generate new leads and prospect accounts through daily cold/warm calling, emailing, and utilizing LinkedIn.Collaborate with external partners to schedule both in-person and virtual meetings, while providing ongoing support throughout the sales cycle.Address impromptu needs of existing clients to enhance service delivery.

As a Partner Development Manager at eliseai, you will play a pivotal role in fostering strategic partnerships that drive business growth and innovation. Your expertise will help us identify potential partners, develop strong relationships, and create collaborative opportunities that enhance our market presence. You will be responsible for creating tailored strategies that align with our organizational goals and the needs of our partners.

Join our dedicated wealth management team as a Wealth Advisor, where you will collaborate closely with clients to develop tailored wealth strategies that resonate with their unique goals and values. Our mission is to build lasting partnerships with clients, creating financial strategies that address their needs today and prepare for their future. A successful Wealth Advisor will excel in active listening, embody a team-oriented mindset, and possess a strong desire for professional and personal growth.Key ResponsibilitiesCollaborate with the wealth advisory team to deliver comprehensive wealth management solutions to high net worth clients.Develop detailed and customized financial plans and portfolios through extensive research and analysis of client needs.Foster and maintain robust client relationships, ensuring that all questions and needs are proactively addressed.Work efficiently with your team and leverage available resources to fulfill client requests and keep information up to date.Engage actively in acquiring new clients by leveraging strategic partnerships and community involvement.Commit to ongoing education, training, and talent development across all levels, including mentoring new associate advisors and client service associates.QualificationsA Bachelor’s degree is required.5+ years of relevant experience in financial planning, accounting, legal, or related fields.Must possess Series 65, CFP, or CFA certification.Skills & KnowledgeExperience in wealth management, particularly in fee-based consulting, tax, mutual funds, and financial planning.Prior experience working with high net worth or ultra-high net worth clients.Proficiency in financial planning and investment software (e.g., eMoney, MoneyGuide Pro).Exceptional interpersonal, relationship management, and communication skills.Proven track record in talent development, including training and mentoring new staff.Strong organizational and time management capabilities, adept at managing multiple priorities in a fast-paced environment.Meticulous attention to detail.

About Savvy Wealth:The wealth management sector in the United States is valued at $545 billion, yet it often operates with outdated processes and minimal technological integration. A staggering 75% of financial advisors rely solely on email for digital communication, while 62% still utilize Excel for financial planning, creating inefficiencies and diminishing client satisfaction. Financial advisors currently dedicate over 70% of their time to non-client facing, manual tasks.Savvy is revolutionizing this landscape. We are developing the most advisor-centric platform in wealth management—a digital-first solution that enhances traditional financial advisory services. Advisors collaborating with Savvy leverage AI-driven software, automated marketing and sales tools, and streamlined back-office operations, allowing them to grow their practices and focus more on their clients.With over $105 million raised from prestigious investors such as Thrive Capital, Index Ventures, and Canvas Ventures, our team consists of seasoned entrepreneurs and operators who have made significant contributions to companies like Airbnb, Square, Brex, and Facebook. Savvy is at a critical juncture in its expansion, having achieved a remarkable product-market fit by providing a contemporary platform for financial advisors. We have exceeded $2.2 billion in assets under management (AUM) within three years and grown by over 600% in the past 18 months. Join us in our mission to scale further!

Join our dynamic team at natter as a Partner Manager, where you'll play a pivotal role in fostering relationships with our strategic partners. We’re looking for a passionate and driven individual to help us expand our reach and enhance our partnerships.

Join Titan as a Senior Wealth Advisor and be at the forefront of reshaping wealth management. In this pivotal role, you will collaborate closely with our Director of Wealth Advisory to bridge our Investment Management and Product teams, ensuring a seamless investment experience for our clients. Your primary focus will be on empowering clients with superior investment outcomes while enhancing their financial literacy. At Titan, we pride ourselves on challenging conventional investment paradigms and leveraging technology to revolutionize the advisor-client relationship. This is more than just a job; it's an opportunity to make a significant impact on our generation's financial future.

Role Overview Mercer Advisors is hiring a Senior Wealth Advisor in New York, NY. This role centers on guiding clients through their financial journeys with thoughtful advice and personalized planning. The Senior Wealth Advisor works directly with a varied group of clients, shaping investment strategies and crafting financial plans that reflect each client’s unique goals. What You Will Do Develop and maintain long-term relationships with clients Advise clients on investment options and financial planning Create tailored strategies to help clients pursue their financial objectives Support clients as they navigate complex financial decisions Who We’re Looking For Experience in wealth management or financial advising Strong commitment to client service Ability to communicate complex financial concepts clearly Proactive approach to building and sustaining client relationships

AvePoint is on the lookout for an experienced and strategic Senior Partner Development Manager (Sr. PDM) to enhance our partner ecosystem and drive growth through Managed Service Providers (MSPs). In this pivotal role, you will spearhead high-level partner strategies, onboard new MSPs, and nurture existing partnerships to unlock new revenue opportunities. Your efforts will be crucial in generating partner-sourced revenue, ensuring strategic alignment, and contributing to AvePoint's go-to-market initiatives.Key ResponsibilitiesIdentify, recruit, and strategically collaborate with MSPs to establish a strong partner-sourced pipeline and revenue stream.Develop and execute co-marketing initiatives with MSPs to elevate AvePoint's brand presence and product adoption in new markets.

Join Wise as a Senior Business Development Manager focusing on the banking sector and help us drive innovative solutions for our clients. In this strategic role, you will be responsible for identifying growth opportunities, building strong relationships with banking partners, and advancing our mission to make money flow as freely as possible.

Job DescriptionAs an SAP Banking Associate Partner, you will play a critical role in leading large-scale SAP engagements that drive technology, process, and organizational transformations. You will be responsible for ensuring the scope, quality, and financial performance of these initiatives. Your leadership will guide a diverse team, and you will manage relationships with client executives effectively. Additionally, you will spearhead the development of business cases and performance metrics.This role requires hands-on consulting within a complex, integrated environment that may span multiple functions and geographical locations. Candidates should possess experience in managing significant transformation initiatives across vendor landscapes. While this position is not sales-oriented, the ability to nurture senior client relationships and engage in business development activities is essential.Note: Candidates must reside in one of the 21 core cities and be prepared for 100% travel.

Join us at Engine by Starling, where we are dedicated to partnering with visionary banks worldwide eager to leverage our technology for rapid business growth.As a proud division of Starling Bank, our SaaS platform was initially designed to empower Starling's banking operations. Following two years of remarkable growth, we have now evolved into an independent entity.Starling has achieved phenomenal success, largely due to our commitment to building innovative technology from the ground up. Our advanced SaaS platform is now accessible to banks and financial institutions globally, providing them with cutting-edge digital features and streamlined back-office processes that have been pivotal to Starling's achievements.We are on a quest to collaborate with leading banks globally, seeking ambitious partners ready to build thriving businesses using our technology. We invite future leaders to join our dynamic team, fostering client relationships, and working closely with clients to identify their needs and how Engine's technology can fulfill them.About Engine by StarlingEngine by Starling is revolutionizing the banking sector with our state-of-the-art core banking software. Originally crafted to enhance Starling Bank, our cloud-native SaaS platform now empowers banks and financial institutions worldwide to modernize their operations and offer exceptional digital banking experiences.With headquarters in the UK and a growing global presence, we have established offices in New York, Toronto, Dublin, Dubai, and Sydney. Our recent investment in the US market marks a significant expansion, and we are eager to build an initial team to succeed in this market.This position is based in the New York metropolitan area, with a preference for candidates within commuting distance of our office. Additional East Coast locations may be considered. The role entails travel within the US and some international travel.About the RoleWe are seeking an early hire to join our North America Business Development team. You will collaborate closely with a lean, cross-functional Engine North America team, encompassing leadership, product, delivery, and compliance to generate, refine, and close business deals in the North American market.This role, operating out of our New York regional headquarters, is crucial to shaping Engine North America's growth trajectory. You will join a small, entrepreneurial team that thrives on the challenges of building and problem-solving in a competitive and regulated market.

Join our dynamic team at Entirehire as an SAP Banking Associate Partner. This pivotal role requires candidates to reside near a major U.S. airport, ensuring easy accessibility for client engagements and business travel. In this position, you will leverage your expertise in SAP banking solutions to drive innovation and deliver exceptional service to our clients.

Join our dynamic team at EntireHire as an SAP Banking Associate Partner! We are looking for a passionate professional who thrives in a fast-paced environment and has a deep understanding of SAP banking solutions. This role requires you to be located near a major U.S. airport, enabling frequent collaboration with clients and stakeholders across the country.Your expertise in SAP banking will be integral in helping our clients optimize their operations and achieve their business goals. If you are eager to make a significant impact and work with cutting-edge technology, we want to hear from you!

Blend360 is seeking a Marketing Program Manager to support its Wealth Management division in New York. This role centers on building and executing marketing programs that strengthen the firm’s wealth management offerings. Role overview The Marketing Program Manager will work with teams across the organization to shape and deliver marketing initiatives. The focus is on programs that reflect client needs and foster stronger customer engagement. What you will do Develop marketing programs tailored to the wealth management sector Collaborate with cross-functional teams to coordinate strategic marketing efforts Support initiatives that improve client experience and engagement Location This position is based in New York.