YCharts · 2 months ago
Director of Strategic Partnerships
Chicago, IL
Full-time
Hybrid
Director/Executive
$150K/yr - $205K/yr
7+ years expYCharts Inc empowers wealth managers to make smarter investment decisions through its SaaS platform. The Director of Strategic Partnerships will lead the growth and execution of key industry alliances, focusing on cultivating and expanding partnerships with independent broker-dealers, custodians, and third-party solution providers.
AnalyticsData VisualizationFinanceFinancial ServicesFinTechSoftwareStock Exchanges
Responsibilities
Develop and operationalize a unifying partnership strategy and framework aligned with revenue and go-to-market priorities. Cultivate executive-level influence to drive strategic alignment and measurable outcomes
Identify, evaluate, and develop strategic partnerships with key firms including large IBDs, custodians, and third-party tech providers & consultants
Own the full partnership lifecycle: sourcing, relationship building, negotiation, contracting, onboarding, and performance management
Build and maintain executive-level relationships with partner organizations to drive adoption and strategic alignment
Collaborate with internal teams—product, sales, marketing, and legal—to ensure seamless execution and value realization
Develop business cases and partnership proposals, including strategic rationale, revenue projections, tangible goals, partnership agreements, and GTM plans
Track and report on KPIs, analyze performance data, and identify ways to deepen engagement and expand each partnership’s impact
Represent the company externally at industry events, partner meetings, and conferences
Stay current on market trends, competitive shifts, and emerging partner models to inform long-term strategy
Qualification
Required
7+ years of experience in business development, strategic partnerships, or enterprise sales, ideally in fintech, wealth management, or SaaS
Deep understanding of the wealth management ecosystem, including IBDs, custodians, and advisor technology platforms
Strong negotiation and relationship management skills, with a track record of closing and scaling partnerships
Excellent cross-functional collaboration skills with the ability to influence across departments
Strategic thinker with strong analytical and communication capabilities
Comfortable working in a fast-paced, growth-oriented environment
Benefits
100% employer-paid health, dental, and vision insurance.
401(k) match to support your financial future.
Opportunities for internal mobility and cross-functional collaboration.
Flexible time off, vacation days, sick days, and a celebration day.
Paid parental leave to support work-life balance.
Professional development stipend to help you grow in your career.
Hybrid work schedule with flexibility to work both in-office and remotely.
Summer hours so you can enjoy more sunshine.
Recognition programs to celebrate contributions and milestones.
Modern, centrally located offices stocked with premium snacks, coffee, beverages and weekly lunch credits to fuel your day.
Regular team events, celebrations, and company-wide gatherings that keep our culture connected and collaborative.
Company
YCharts
YCharts is a financial software company providing investment research tools including stock charts, stock ratings, and economic indicators.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$14.65MKey Investors
Morningstar
2020-10-09Acquired
2015-05-18Series C· $6M
2013-05-09Series B· $3.9M
Leadership Team
Sean Brown
President and CEO
Nick Kocinski
CFO
Recent News
2025-09-23
2025-09-19
2025-09-15
Company data provided by crunchbase