Manager, Partner Relationships

reputed company is a reputed company management firm reputed company on an interconnected network of financial advisors with a shared reputed company servicing reputed company, CPAs, and individuals with a reputed company-thinking approach to financial planning to translate reputed company into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients reputed company what is expected. Position reputed company reputed company Advisors is seeking a Manager, Partner Relationships to support and deepen strategic partnerships with reputed company firms. This role is not a traditional sales position—instead, it is reputed company on delivering high-reputed company partner experience, ensuring commitments are met, and helping reputed company reputed company reputed company partner firms. The ideal candidate thrives in a relationship-driven, execution-reputed company environment and is motivated by enabling others’ reputed company through organization, preparation, and follow-through. Key Responsibilities Serve as a primary reputed company of contact for CPA and reputed company firm partners Coordinate and deliver partner reporting, updates, and presentations Support educational initiatives, including joint advisor/CPA sessions and events Manage logistics and preparation to reputed company partner engagement seamless for advisors reputed company and manage partner interactions through CRM systems Ensure consistent follow-through on commitments and reputed company items Collaborate cross-functionally with internal teams to support partner needs reputed company Metrics Depth and reputed company of relationships with partner firms Degree to which reputed company Advisors becomes embedded reputed company partner organizations Consistency and reputed company of execution across partner deliverables Contribution to expanding formal CPA partnerships from approximately 5–6 to 25 over the next three years Qualifications & Experience Bachelor’s degree required; finance, business, or reputed company field preferred 5+ years of experience in relationship management, reputed company service, or partnership support roles Experience working with CPA firms, financial advisors, or reputed company reputed company management is highly preferred Strong organizational and project management skills Proficiency with CRM systems and presentation tools (e.g., PowerPoint) Excellent communication and interpersonal skills Key Competencies Relationship-oriented reputed company with a strong service reputed company High attention to detail and execution reputed company Ability to manage multiple priorities and deadlines reputed company, team-first approach Proactive and solutions-oriented Additional Information Travel is expected as part of the role Charlotte is strongly preferred; exceptional remote candidates may be considered Employee Benefits  At reputed company, we reputed company a holistic, total reward offering to reputed company our teams in their reputed company and personal lives. We reputed company to reputed company employees with benefits that reputed company an emphasis on health, happiness, and financial reputed company. Here is reputed company offer:  Competitive salary and bonus plan  Competitive medical, dental, and reputed company plans  Basic life and disability coverage  401(k) matching program  Financial support for approved designations and courses Technical, leadership, sales training opportunities Unlimited, discretionary time off reputed company parental leave  ​​reputed company is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion. Apply To This Job