Director, New Partner Success (Pacific Time Zone)

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Director, New Partner Success (Pacific Time Zone) based in the United States.

This is a strategic relationship leadership role focused on guiding newly acquired firms through successful organizational transitions and long-term growth. The position serves as the primary partner for advisory firms joining a larger network, ensuring they achieve operational, cultural, and commercial success. You will manage a portfolio of firms, building trusted relationships with business owners and senior leaders while driving measurable outcomes. The role combines relationship management, business consulting, integration planning, and growth strategy. You will collaborate with cross-functional teams to identify opportunities, solve complex challenges, and create value throughout the partner lifecycle. This opportunity is ideal for a commercially minded professional who thrives in ambiguity and enjoys building scalable processes. The position offers the chance to make a meaningful impact while shaping the future of partner success initiatives.

Accountabilities:: The Director, New Partner Success will own the end-to-end success journey of newly integrated partner firms, acting as a trusted advisor and ensuring alignment between business goals, operational priorities, and long-term growth objectives. This role requires strong relationship management, strategic thinking, and the ability to drive outcomes across multiple stakeholders.

Participate in pre-acquisition diligence by assessing cultural alignment, operational readiness, integration complexity, and long-term partnership potential.

Support transition planning by developing firm-specific success plans, identifying retention risks, and establishing priorities before partnership completion.

Serve as the primary point of contact for assigned partner firms throughout the integration journey and beyond.

Build trusted relationships with firm principals, advisors, and leadership teams to understand goals, challenges, and growth opportunities.

Coordinate onboarding activities, introductions, operating routines, and integration milestones across internal teams and partner organizations.

Own post-transition value creation plans, including growth initiatives, business improvements, capability adoption, and synergy opportunities.

Monitor firm performance through key metrics related to growth, client retention, financial outcomes, engagement, and integration progress.

Identify risks proactively and lead resolution efforts before issues impact business performance or relationships.

Facilitate business reviews, gather partner feedback, and provide insights that improve future integration strategies.

Collaborate with leadership teams across operations, marketing, people, finance, and specialized advisory functions to deliver successful outcomes.

Develop reporting, processes, and playbooks that improve the scalability of partner success programs.

Contribute strategic insights from partner relationships to support broader organizational decisions and continuous improvement.

Requirements:

The ideal candidate is an experienced relationship leader with strong commercial instincts, operational discipline, and the ability to navigate complex business transitions. Success requires a combination of advisory industry knowledge, stakeholder management skills, and a builder mindset.

10+ years of experience in wealth management, financial services, management consulting, business operations, or senior relationship management roles.

Experience working directly with business owners, founders, executives, or senior professional stakeholders.

Strong understanding of advisory firms, professional services organizations, or similar client-focused businesses preferred.

Proven ability to drive commercial outcomes, manage strategic relationships, and influence decision-makers.

Experience with organizational change, mergers, acquisitions, integrations, or business transformations is highly valuable.

Exceptional communication skills with the ability to present clearly to executives and navigate sensitive conversations.

Strong emotional intelligence and the ability to build credibility quickly with experienced professionals.

Ability to manage multiple priorities, maintain structure, and execute effectively in an evolving environment.

Strategic mindset with the ability to connect individual business challenges to broader organizational opportunities.

Strong analytical skills and comfort working with business performance metrics and growth initiatives.

Ability to create processes, frameworks, and operating models in environments where solutions are still being developed.

Demonstrated ownership mindset, accountability, and willingness to operate independently.

Leadership experience or readiness to grow into people management responsibilities.

Benefits:

Competitive base salary range of $125,000–$150,000 USD , with eligibility for incentive compensation.

Fully remote work environment with preference for candidates located on the West Coast.

Comprehensive medical, dental, and vision insurance options.

Company-paid life insurance, accidental death and dismemberment insurance, and disability coverage.

Health Savings Account (HSA) contributions for eligible plans.

401(k) retirement plan with company matching options.

Paid parental leave and family support programs.

Generous paid time off and 14 company-paid holidays , including a full week off at Thanksgiving.

Employee Assistance Program and concierge support services.

Adoption assistance reimbursement program.

Pet insurance options.

Access to personalized financial planning and guidance services.

Opportunities for professional growth, leadership development, and career advancement.

Collaborative, flexible, and remote-friendly workplace culture.

How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best!  Why Apply Through Jobgether?    Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.     #LI-CL1