The opportunity
Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades.
What you'll do
Serve as a direct advisor to enterprise RIAs and breakaway teams evaluating: custody transitions and platform fit
Own and run Transition Sandbox walkthroughs, 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 (COI) engagement cadence, including: monthly strategy touchpoints, quarterly briefings, and virtual executive roundtables
What they're looking for
- Stand up and run the COI Advisory Council, spanning consulting, technology, M&A, and recruiting
- Directly own relationships with core technology partners and specialized workflow and TAMP partners
- Coordinate with Marketing and Business Development on adjacent COI: relationships, such as transition consultants, M&A 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
