What are the responsibilities and job description for the Strategic Relationship Director position at Mohr Talent?
Director of Strategic Partnerships
We are looking for an experienced Director of Strategic Partnerships to manage and grow relationships with wealth management firms and Registered Investment Advisors (RIAs). In this role, you’ll drive growth, ensure operational success, and work closely with firm leadership to meet business goals. If you have a background in wealth management or RIAs, and experience in senior leadership, we want to hear from you.
Location : Western U.S. (including half of Texas) – 50% travel required.
Key Responsibilities :
- Build Strong Relationships : Act as the main point of contact for multiple wealth management and RIA firms. Work closely with leadership to ensure successful collaboration and communication.
- Drive Growth : Help partner firms grow by improving operations, attracting new clients, and boosting client retention to increase assets under management (AUM).
- Financial Oversight : Use your expertise to understand and analyze financial statements, including P&Ls, to guide firm performance and help them stay on track with budgets and goals.
- Firm Support : Ensure partner firms are satisfied with services and resources, addressing any concerns proactively.
- M&A & Succession Planning : Assist with firm integrations and succession planning, ensuring smooth transitions and long-term success.
- Travel & Engagement : Travel up to 50% to visit firms, build relationships, and provide in-person support.
Qualifications :
Why You’ll Love This Role :
Ideal Candidate :
MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military / veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at hr@themohrgrp.com
