Director, Business Development (Financial Institutions Channel)

Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits. 

Nearly half of all working Americans are not saving enough for their future. Too often it’s because they are employed by a company that doesn’t offer a retirement plan. Human Interest is changing that by making it affordable and accessible for small and medium-sized businesses to offer employees a path to financial independence through retirement savings.

We’re a high-growth tech company changing the retirement industry. We’ve raised $500M and are backed by leading investors. Most recently, by funding from BlackRock as well as many other top investors: TPG (The Rise Fund) with SoftBank led our Series D, Glynn Capital, NewView Capital, USVP, Wing, Uncork, and others.

What you get to do every day

• Builds market position by identifying, developing and closing Business Development focused Broker Dealer partnership relationships in addition to managing active partners. 
• Identifies trendsetter ideas by researching industry and related events, publications and announcements within the market space to amplify Human Interest and drive and develop partnership opportunities.
• Work with the Human Interest cross-functional teams to develop the infrastructure and processes to facilitate these partnerships; including processes for escalations, integration scoping, reporting and rev share tracking.
• Provide clear and organized reporting regarding partner activities and results on a regular cadence.
• Curate stakeholder presentations and recommendations to partners including economic justifications, revenue share reports, and monthly summary reporting in line with agreed expectations.
• Owns strategy for our identified Broker Dealer opportunities; defining growth opportunities and driving these relationships forward with longevity top of mind.
• Tracks and build reporting for Key Strategic Broker Dealer Accts to understand areas of opportunity, immediate needs of the business and forecasted challenges. 
• Locates, proposes and pitches potential partnership and business opportunities by contacting, sourcing and prospecting potential partners. This will include RFPs and RFIs. 
• Closes new partnerships with providers commensurate with HI; coordinating requirements; developing and negotiating contracts; and integrating contract requirements with business operations, legal and compliance.
• Examines risks and potentials for business opportunities daily.
• Protects the organization's value by keeping information confidential.

What you will accomplish

• Build Broker Dealer Business Development partner channel from the ground up while successfully growing and managing existing activated accounts 
• Strong knowledge and understanding of the organization's products, services, customers, competitors and establish HI as the preferred partner within the market nationally.
• Be a transformational leader; Drive internal transformation to build Business Development partnership ecosystem to diversify the partner portfolio beyond payroll
• Partner internally with partner marketing director and other cross-functional teams to create and execute meaningful campaigns including related collateral and partner promotions
• Build joint business plans with our partners for initiatives, including end-to-end GTM plans as well as a robust set of KPIs, success metrics and joint accountability
• Partner with our legal team to renew and review partnership agreements and repeatable templates to scale to broader ecosystem partnerships
• Work with our CRO and senior-leadership team to manage executive-level contacts with key Broker Dealer Stakeholders, including executive relationship mapping, QBRs, and C-level stakeholder management
• Consistent exercise of independent judgment and discretion in matters o