Zocks | AI for Advisors · 5 months ago
Partnerships Manager - Independent Broker Dealers (IBDs)
United States
Full-time
Remote
Mid, Senior Level
$120K/yr - $130K/yr
5+ years expZocks is a company focused on transforming the future of Financial Services, and they are seeking a results-driven Partnerships Manager to lead business development efforts into the Independent Broker-Dealer (IBD) channel across the United States. The role involves identifying, negotiating, and launching strategic partnerships with IBD firms to drive distribution, product adoption, and long-term revenue growth.
Artificial Intelligence (AI)Enterprise SoftwareFinancial ServicesSoftware
No H1B
Responsibilities
Identify, engage, and close partnership opportunities with independent broker-dealer firms
Build and manage a robust pipeline of IBD targets across varying sizes and specialties
Lead contract negotiations, due diligence, onboarding, and go-to-market planning with partner firms
Serve as the primary point of contact for broker-dealer relationships, both during and after implementation
Collaborate with internal teams (product, marketing, compliance, legal) to ensure partner needs are met and go-to-market strategies are aligned
Develop customized pitches, proposals, and presentations to communicate value effectively
Track, analyze, and report on partnership performance metrics
Stay current on market trends, competitor strategies, regulatory changes, and the evolving needs of IBD firms
Qualification
Required
5–10+ years of experience in partnerships, business development, or distribution within the financial services or fintech industry
Proven experience working with or selling into independent broker-dealers
Deep understanding of broker-dealer business models, compliance requirements, and selling cycles
Excellent negotiation, communication, and interpersonal skills
Ability to work independently and cross-functionally in a fast-paced, entrepreneurial environment
Preferred
Strong network within the IBD community is highly preferred
Fintech platform sales (e.g., investment platforms, financial planning software, insurance tech, or alternative investments)
Asset managers or product distributors with broker-dealer channel experience
SaaS sales or distribution experience into financial advisor networks
Series 6, 7, or 65/66 licenses are a plus but not required
Company
Zocks | AI for Advisors
Zocks is the AI Assistant for financial services.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$19.3MKey Investors
Motive VenturesLightspeed Venture Partners
2025-03-06Series A· $13.8M
2024-02-15Seed· $5.5M
Leadership Team
Mark Gilbert
Co-Founder and CEO
Akos Ratku
Co-Founder, CTO
Recent News
2025-12-11
Business Wire
2025-12-02
2025-11-18
Company data provided by crunchbase