Regional Partnerships Director - Americas at Bridgewise

Job description

Description About Bridgewise Bridgewise is an AI-based actionable investment intelligence platform for retail investors and financial advisors (RMs). Our white-label solutions assist financial institutions to boost trading volume and activity, investors’ LTV, and financial advisors’ productivity and AUM growth. BridgeWise’s solutions fit into existing channels, are compliant, multilingual, and hyper-personalized. We serve over 110 financial institutions worldwide, including Fidelity, eTrade, Interactive Brokers and Rakuten Securities. We have offices in the US, Latin America, Europe, East Asia, and the Middle East. Join us to shape the future of how the world invests. We’re backed by world leading financial institutions. About the role: We are looking for a Regional Partnerships Director to own Bridgewise partnerships strategy across Americas building and closing the relationships with wealthtech platforms, data providers and channel distributors that drive growth in the region. Requirements • 8+ years of proven and successful experience in partnerships, business development or strategic alliances, including 4+ years in a senior/director-level role • Proven track record closing complex, multi-stakeholder technology partnership deals - ideally in fintech, wealthtech or financial data/analytics • Direct experience working with or selling into financial platforms (wealthtech platforms, retail banks, broker-dealers, custodians or advisor technology companies) • Experience structuring API/technology integration partnerships • Strategic thinker with strong commercial and negotiation skills - able to translate market opportunities into structured partnership programs and lead complex deal discussions at C-suite level • Outstanding interpersonal and communication skills, building credibility quickly with senior stakeholders • Comfortable operating with significant autonomy in a fast-moving startup environment • Familiarity with AI, investment research or financial data products is a strong advantage Responsibilities • Define and own BridgeWise's Americas partnership framework - partner categories, tiers, commercial models and success metrics • Identify, qualify and lead end-to-end negotiations for high-value strategic partnerships across Americas, from first conversation through signed agreement and integration scoping • Structure partnership deals across multiple commercial models: content licensing, white-label/OEM, API integration, co-sell and channel resale • Onboard and grow partners - building integration roadmaps, co-marketing plans and joint GTM motions, and identifying upsell/cross-sell opportunities within the existing portfolio • Serve as the primary relationship owner for BridgeWise's most strategic partners in the region • Collaborate closely with Sales, Product and Marketing to align on co-sell motions, integration capabilities and co-marketing activations • Represent BridgeWise at industry conferences and executive briefings across Americas • Report on partnership pipeline, revenue contribution and partner health metrics to leadership

Requirements

Must-haves

8+ years of proven and successful experience in partnerships, business development or strategic alliances, including 4+ years in a senior/director-level role
Proven track record closing complex, multi-stakeholder technology partnership deals - ideally in fintech, wealthtech or financial data/analytics
Direct experience working with or selling into financial platforms (wealthtech platforms, retail banks, broker-dealers, custodians or advisor technology companies)
Experience structuring API/technology integration partnerships
Strategic thinker with strong commercial and negotiation skills - able to translate market opportunities into structured partnership programs and lead complex deal discussions at C-suite level
Outstanding interpersonal and communication skills, building credibility quickly with senior stakeholders
Comfortable operating with significant autonomy in a fast-moving startup environment
Familiarity with AI, investment research or financial data products is a strong advantage
Define and own BridgeWise's Americas partnership framework - partner categories, tiers, commercial models and success metrics
Identify, qualify and lead end-to-end negotiations for high-value strategic partnerships across Americas, from first conversation through signed agreement and integration scoping
Structure partnership deals across multiple commercial models: content licensing, white-label/OEM, API integration, co-sell and channel resale
Onboard and grow partners - building integration roadmaps, co-marketing plans and joint GTM motions, and identifying upsell/cross-sell opportunities within the existing portfolio
Serve as the primary relationship owner for BridgeWise's most strategic partners in the region
Collaborate closely with Sales, Product and Marketing to align on co-sell motions, integration capabilities and co-marketing activations
Represent BridgeWise at industry conferences and executive briefings across Americas
Report on partnership pipeline, revenue contribution and partner health metrics to leadership

Nice-to-haves

None flagged.

Application prep

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Keywords to mirror

aiapi

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