Head of Business Development& Partnership - Wealth Management

Role OverviewThe Head of Wealth Business Development and Partnerships is responsible for expanding strong relationships with qualified product manufacturers and driving the client growth through partnerships. This role plays a critical part in expanding the wealth franchise by optimizing the firm’s partnerships with investment and product issuers, originating new partnership opportunities, and strengthening strategic alliances.Key Responsibilities1. Product Manufacturer & Issuer RelationshipsLead and manage relationships with product manufacturers and issuers — including fund managers, structured product issuers, and alternative investment providers.Negotiate commercial terms, distribution agreements, and product economics to ensure competitive offerings and attractive returns.Collaborate with the Product and Investment teams to identify product gaps and co-develop innovative investment solutions tailored to client needs.Monitor partner performance, product shelf quality, and market competitiveness across asset classes.Facilitate joint marketing, training, and client engagement initiatives with product partners.2. Business DevelopmentDevelop and execute strategies to grow client base within affluent and HNWI client segments.Build a strong pipeline of prospective clients, intermediaries, and referral sources to support AUM growth targets.Work with Product, Marketing, and Digital teams to create differentiated value propositions and go-to-market campaigns.Track business performance, pipeline conversion, and revenue contribution from new client initiatives.3. Strategic PartnershipsIdentify, negotiate, and manage partnerships that enhance client acquisition, distribution reach, and wealth ecosystem connectivity — including financial intermediaries, fintechs, family offices, and external asset managers.Develop and maintain referral and co-branded partnership programs to generate qualified leads and expand market coverage.Represent the Wealth business in partnership discussions, ensuring alignment with compliance, risk, and brand standards.4. Collaboration & LeadershipWork closely with internal stakeholders — including Client Advisory, Product & Investment, Marketing, and Compliance — to deliver cohesive growth initiatives.Provide market insights, competitive benchmarking, and partnership intelligence to support strategic decision-making.Build and lead a small team of business development and partnership managers.Assist Head of Wealth Management in designing and implementing wealth management internal work flows.Coordinate internal functions and external vendors in executing wealth management work flows.RequirementsBachelor’s degree in Business, Finance, or Economics.3-5 years of experience in brokerage or wealth management industry, with demonstrated expertise in business development and partnerships.Strong knowledge of wealth management products — including structured products, and hedge funds.Proven success in managing relationships with product manufacturers, issuers, and channel partners.Excellent negotiation, communication, and relationship management skills.Cross-functional collaboration and coordination skills.Strategic thinker with strong commercial and execution capabilities.