Rise Financial Planning · 9 hours ago
Vice President Strategic Development
United States
Full-time
Remote
Director/Executive
20+ years expRise Financial Planning is a fintech-enabled financial planning and advisory firm dedicated to transforming how individuals and families access, understand, and optimize their long-term financial lives. The Vice President, Strategic Development will serve as a senior executive leader responsible for defining and executing corporate growth and partnership strategies, expanding Rise's footprint, and strengthening institutional relationships.
Financial Services
Responsibilities
Lead Rise Financial Planning’s strategic development initiatives aligned with corporate vision and expansion goals
Identify, evaluate, and execute new growth opportunities across partnerships, distribution, and market segments
Develop scalable frameworks for entering new client segments, geographic markets, and advisory channels
Support corporate planning through structured growth roadmaps and performance milestones
Build and manage strategic relationships with employers, professional networks, fintech platforms, and financial institutions
Develop partnership models that expand access to Rise’s financial planning and advisory solutions
Structure alliances that enable client acquisition, engagement, and long-term value creation
Represent Rise in high-level negotiations and strategic collaborations
Design and implement go-to-market strategies supporting new services, partnerships, and market initiatives
Collaborate with Marketing, Advisory, and Technology teams to ensure integrated client engagement approaches
Support expansion into new regions and client demographics through localized strategic initiatives
Align expansion efforts with regulatory, operational, and commercial considerations
Position Rise as a trusted fintech-enabled financial planning partner within employer, advisory, and financial ecosystems
Develop relationships with industry stakeholders, platforms, and service providers to enhance market presence
Identify opportunities for co-branded initiatives, ecosystem marketing, and integrated service offerings
Establish KPIs and dashboards to track strategic development performance and partnership outcomes
Use data, analytics, and market insights to guide decision-making and opportunity prioritization
Align strategic initiatives with revenue growth, client impact, and enterprise value creation
Support disciplined capital and resource allocation aligned with growth priorities
Build and lead a high-performing strategic development function
Foster cross-functional collaboration between strategy, marketing, advisory, and technology teams
Develop internal capabilities that support scalable partnerships and long-term growth
Champion a culture of accountability, innovation, and client-centric execution
Qualification
Required
20+ years of progressive experience in corporate strategy, business development, or executive leadership within financial services, fintech, wealth management, or advisory businesses
Proven success in building partnerships, distribution channels, and scalable growth initiatives
Strong understanding of financial planning models, fintech platforms, and advisory ecosystems
Experience working with executive leadership, institutional partners, and cross-functional teams
Exceptional strategic thinking, negotiation, communication, and execution skills
Bachelor's degree in Business, Finance, Economics, or related field required
Preferred
MBA or advanced degree preferred
Benefits
Competitive executive compensation with performance-based incentives.
Eligibility for equity participation and long-term incentive programs.
Comprehensive health, insurance, and retirement benefits.
Hybrid work model with Los Angeles headquarters.
Opportunities to represent Rise Financial Planning at financial services, fintech, and industry forums.
Company
Rise Financial Planning
At Rise we believe that at its core, Financial Planning should provide people with value.
0-1 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase