Creative Planning
Director, Strategic Alliance (Marketing)
Identify and pursue potential CPA partners that align with the organization's strategic
Clearly communicate the range of services Creative Planning offers CPA clients.
Build and maintain strong relationships with key stakeholders in partner organizations.
Lead negotiations for partnership agreements, ensuring favorable terms and alignment with the organization's long-term goals.
Monitor the performance and progress of partnerships
Ensure compliance with regulatory requirements and company policies in all partnership activities.
REQUIRED EXPERIENCE/QUALIFICATIONS:
Bachelor's degree, preferably in Business, Finance, or Accounting.
Strong understanding of complex financial topics and the ability to present them effectively to clients.
High attention to detail and the capability to perform precise, accurate work.
5+ years of experience in relationship management or new client acquisition, with a proven record of success.
Excellent communication skills, with the ability to convey information clearly and build strong relationships with both potential and existing clients.
Proven negotiation skills and a history of successfully closing deals.
Ability to streamline and improve existing processes and create new ones to enhance operational efficiency.
5 or more years of financial services or CPA experience.
TECHNICAL SKILLS:
Proficiency in MS Word, Excel and PowerPoint
Ability to adapt and integrate new technology quickly
Comfortable with Microsoft Teams and Zoom