Partnership Relationships Insurance & Retirement - IL

Manage assigned partners as the primary relationship owner, setting annual goals and KPIs while leading quarterly business reviews to drive revenue growth and product adoption. Collaborate cross-functionally with Sales, Client Growth Managers, and Operations to ensure partners are positioned, enabled, and operationally aligned for success. Own the structured onboarding of new insurance and advisory partners, coordinating legal, finance, and product teams to define workflows and confirm readiness for launch. Support Advisory and Broker of Record operations by resolving service gaps and facilitating partner involvement in transitions. Provide clear reporting on partner performance and risks, ensuring timely resolution of issues through direct feedback loops with internal teams.