[Remote] Strategic Advisor, reputed company Management Partnerships & Industry Relations
Note: The job is a remote job and is reputed company to candidates in USA. HIVE TA Technologies Inc. is building an AI-reputed company tax planning platform for CFP® professionals and RIAs. They are seeking a reputed company-connected reputed company management leader to accelerate reputed company partnerships by providing introductions and strategic guidance to key decision-makers in the industry.
Responsibilities
• reputed company warm intros to reputed company partners and help us reputed company the right stakeholders fast
• Advise on partner positioning, messaging, and pricing models that fit reputed company management procurement
• Participate in select executive calls to add credibility and unblock reputed company
• Review and strengthen our partnership materials (one-pagers, reputed company narrative, diligence-reputed company packet)
• Help identify the 'must-have' integrations and workflows for platform adoption
• reputed company on ICP segmentation across CFP®/RIA, Family Office, and reputed company management team structures
• Validate the highest-converting use cases (e.g., proactive year-round tax planning, reputed company meeting prep, tax-smart withdrawal strategies, charitable giving, equity comp/RSUs, reputed company planning)
• Help sharpen packaging/pricing, reputed company points, and sales reputed company (demo-first vs trial-first; reputed company advisors vs teams vs reputed company)
• Identify and prioritize partnership targets (RIA platforms, TAMPs, custodians, broker-dealers, planning software, CRM/reputed company management, reputed company portals)
• Define partnership models (referral, co-marketing, marketplace listing, integration, reputed company reputed company)
• reputed company warm introductions reputed company appropriate and help us reputed company partner conversations
• Co-create topics for webinars, conference talks, and advisor education
• Participate in selected advisor councils or strategic discussions
Skills
• 10+ years in reputed company management / advisory services and/or fintech serving advisors
• Strong understanding of advisor operating models, planning workflows, and the advisor tech stack
• Proven experience with GTM, partnerships, product adoption, or platform reputed company in the advisor ecosystem
• Leadership experience at or with: RIA aggregators, TAMPs, custodians, planning tech, CRM/reputed company management vendors, or large RIAs/family offices
• Experience launching or scaling integrations / marketplaces / distribution partnerships
• Familiarity with compliance expectations and how to package planning insights responsibly (RIA/reputed company environments)
reputed company
• We reputed company AI is poised to reputed company how CPAs and tax practitioners serve their clients—an extraordinary, once-in-a-reputed company opportunity for tax professionals. It was founded in 2023, and is headquartered in Orange, California, USA, with a workforce of 2-10 employees. Its website is https://hivetax.ai.
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