IntePros · 3 hours ago
Director of Retirement Partnerships
Waltham, MA
Full-time
Hybrid
Director/Executive
$150K/yr - $180K/yr
7+ years expIntePros is partnering with a profitable, privately held financial technology company to identify a Director of Retirement Partnerships to lead the expansion of an advanced retirement income and decumulation platform. This role will own and grow strategic distribution partnerships with retirement plan recordkeepers, asset managers, and annuity providers, transforming partnerships into sustainable revenue engines.
ConsultingInformation TechnologyStaffing Agency
Hiring Manager
Ed Soucie ☁
Responsibilities
Own partnership strategy end to end: Identify, negotiate, and execute formal partnerships with retirement plan recordkeepers, wealth and retirement technology platforms, asset managers, and annuity providers
Drive partner enablement and revenue: Work closely with partner product, distribution, and leadership teams to ensure the platform is positioned to support their core business goals, including asset retention, rollover capture, and in-plan product adoption
Translate between business and technology: Serve as the bridge between internal technical teams and partner product organizations, assessing integration feasibility across recordkeeping systems, data feeds, and APIs
Build and manage a revenue-producing channel: Maintain pipeline visibility, forecast partner-driven revenue, and expand footprint within existing relationships
Operate as a true hunter: Leverage an existing industry network to open doors, advance conversations, and move partnerships from handshake to production
Qualification
Required
7+ years in the retirement, wealth management, or asset management ecosystem, with at least 3 years focused on strategic partnerships, institutional sales, or alliances
Established, active relationships with decision-makers at major retirement plan recordkeepers, asset managers, and annuity providers
Demonstrated success enabling partners and aligning solutions to their revenue models, whether AUM-based, SaaS, or product-driven
Comfortable discussing WealthTech architectures, integrations, APIs, and data security within financial services
Ability to present complex, quantitative value propositions to senior business and product leaders
Comfortable operating in a high-activity environment, including outbound engagement and industry travel
Benefits
Fully paid medical, dental, and vision insurance
Retirement plan with employer matching
Company-paid life and disability insurance
Paid time off and holidays
Supportive, collaborative culture with investment in professional development
Company
IntePros
IntePros is an established, woman-owned, privately-held technology and business services consulting agency committed to building long-term relationships and helping more companies leverage the power of a more diverse workforce.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Loren Kovalcik
CEO
Company data provided by crunchbase