Director of Advisor Relations

Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits. 

Nearly half of all working Americans are not saving enough for their future. Too often it’s because they are employed by a company that doesn’t offer a retirement plan. Human Interest is changing that by making it affordable and accessible for small and medium-sized businesses to offer employees a path to financial independence through retirement savings.

Why Partnerships @ Human Interest?

We are a rocket ship and Partnerships is a key initiative for the company this year. We're looking for a fast, creative, forward-thinking, meticulously organized, and self-motivated professional who lives by the 10X rule. You'll be ramping up our partner marketing programs to help us exponentially reach more small businesses across the United States through different partner types in Fintech: tech partners (payroll/HRIS), benefits brokers, financial advisors, CPAs, and consultants. This role requires a “jack-of-all-trades” mentality that is proactive and can create their own solutions when needed, and adapt to additional responsibilities which may span across partner marketing, partner operations, and sales enablement. And as we go 24,791 mph, you should be comfortable with change.

What you get to do every day

• Lead and motivate a team of highly experienced business development managers and help apply principles of sales and relationship management to effectively grow revenue with leading financial institutions.
• Own the business development and relationship management of the Financial Advisor channel by delivering on key metrics and KPIs for the team. Present results to leadership.
• Refine an existing go-to-market strategy and best practices for the Financial Advisor channel to help your team grow revenue.
• Leverage data to guide decision-making and territory management across the country.
• Collaborate with the National Accounts team to harmoniously go to market and effectively increase revenue for the channel. Create go-to-market plans for top national partners and develop accompanying marketing strategy including national events, marketing collateral, Public Relations, and paid advertising.
• Represent Human Interest to C-Suite executives at financial institutions to create long-lasting partnerships through effective communication of the Human Interest value proposition.
• Work cross-functionally between Partnerships, Sales, Marketing, and Product to anticipate emerging issues before they become problems. This role will be focused alongside our Sales, Product and Marketing teams to deliver high-producing partnerships, which continue to accelerate dramatic sales growth.
• Develop best-in-class training programs to effectively scale a rapidly growing team while emphasizing Human Interest’s core values.

What you bring to the role

• 10+ years of relevant experience in business development and relationship management, preferably in the financial services industry.
• 5+ years of experience building and managing a team in a rapidly growing environment.
• Demonstrated mastery of building a high-performing culture of revenue drivers where team members feel challenged, listened to, and rewarded. Strong alignment of their personal and professional goals, with a high level of transparency to ensure team alignment.
• Proven track record of delivering on key team metrics and growing revenue.
• Willingness to manage and solve operational issues by working cross-functionally with Sales, Product, Marketing, Legal, and Finance to resolve emerging issues before they become problems.
• Excellent interpersonal and cross-functional skills – you have the ability to think and communicate creatively, thoughtfully, and on your feet with diverse technical and non-technical team members.
• Strategic thinker and tactical executor – able to shift from big picture to detailed operations quickly and effectively.
• You care deeply about mentoring and growing individuals to create a culture of collaboration and inclusiveness.

Please feel free to apply to this position even if you do not meet 100% of the requirements listed above.

Why you will love working at Human Interest

Mission - Highly collaborative startup dedicated to supporting employee engagement and growth. It’s an opportunity to help solve one of the biggest unsolved problems in America: saving for retirement.

Culture - Our operating principles define how we come together as a team to do our work. They reflect Human Interest’s unique view on what’s important and what’s right. Documenting this core aspect of our culture helps employees make good decisions on their own. It also helps candidates considering career opportunities critically evaluate whether they will thrive at Human Interest. 

• Customer obsession
• Long-term orientation
• Autonomous and accountable teams
• An escalating bar for talent and performance 
• Fundamental optimism 

Read more

Compensation - The on-target earnings (OTE) range target for the role seniority described in this job description is $134,000 - $185,000. Final offer amounts depend on multiple factors including candidate experience and expertise, geographic location, compensation/equity mix, and market data. This position may also be eligible for additional incentives such as equity awards, short-term incentives, or sales compensation.

Benefits - 

• A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
• Top-of-the-line health plans, as well as dental and vision insurance
• Generous PTO and parental leave policies
• Lyra - Enhanced Mental Heath Support for Employees and dependents  
• Carrot - Fertility healthcare and family forming benefits
• Candidly - Student loan resource to help you and your family plan, borrow, and repay student debt
• Monthly work-from-home stipend; annual wellness stipend
• Employee Resource Groups including Veterans, Lift Ev’ry Voice, Pride, LatinX, Families, and Women in Tech
• Fun online and regional events and celebrations and department and company offsites
• The vast majority of our positions can be 100% remote
  

About Human Interest: 

We’re a high-growth, Series D-funded company that’s changing the retirement industry. Named one of America’s Best Startup Employers by Forbes, one of the Best Places to Work by Built In, and a Top Company by Y Combinator, we’ve raised $500M and are backed by leading investors, including Blackrock, TPG (The Rise Fund), SoftBank, Glynn Capital, NewView Capital, USVP, Wing, Uncork, and others.

Human Interest is an equal opportunity employer. All applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran or military status, pregnancy, or any other characteristics protected under federal, state, or local laws.

Human Interest employees must adhere to the Company’s security policies and Code of Ethics. 

Please note Human Interest does not accept unsolicited resumes from any source other than directly from candidates. We will not consider resumes from vendors including and without limitation search firms, staffing agencies, fee-based referral services, and recruiting agencies. Pursuant to the San Francisco Fair Chance Ordinance, we will consider employment-qualified applicants with arrest and conviction records. We comply with CCPA guidelines. See more: https://humaninterest.com/disclosures