Job Description

Job Title: Manager - Business Development & Partner RelationshipAbout The Policy Exchange:At The Policy Exchange, we believe in building more than just careers-we're creating opportunities for innovation and impact. We're an Insuretech startup on a mission to disrupt the financial services industry with innovative, insurance-backed products that truly make a difference in people's lives. We're looking for passionate, forward-thinking individuals who want to be part of a fast-paced, dynamic environment where every day brings new challenges and opportunities.Position Summary:- The Manager - Institutional Partnerships is a game-changer role for someone who's eager to take on responsibility, build strategic partnerships, and grow alongside a company that's on the rise. You'll be at the forefront of our business, working directly with insurance companies, wealth managers, and other financial institutions to drive growth and innovation. - This is more than just a job-it's an opportunity to do something extraordinary, learn from industry leaders, and make a real impact in the financial services world.This role requires a deep understanding of personal finance, insurance products, and the broader financial services landscape. The ideal candidate will have a proven track record in forging strong partnerships with insurance companies, mutual funds, RIAs, and other financial institutions.Key Responsibilities:- Strategic Partnership Development with Financial Institutes and Insurance companies: Identify, develop, and execute strategies to secure and grow institutional partnerships with a focus on insurance companies, wealth managers, RIAs, etc. to help grow and nurture distribution network.- Relationship Management: Build and maintain strong, long-term relationships with institutional clients to drive business growth and customer satisfaction.- Customized Solution Design: Collaborate with internal teams to develop tailored financial solutions that meet the specific needs of institutional clients, particularly in the insurance and personal finance sectors.- Deal Negotiation & Closure: Lead negotiations and successfully close deals with institutional partners, ensuring mutual benefits and long-term collaboration.- Market Intelligence: Monitor industry trends, regulatory changes, and competitive dynamics to identify new opportunities for growth and innovation.- Team Leadership & Mentorship: Provide guidance, mentorship, and support to junior team members, fostering a culture of continuous learning and development.- Regulatory Compliance: Ensure all institutional partnerships comply with relevant regulations and company policies.Qualifications:- Educational Background: Bachelor's degree in Finance, Business Administration, or a related field. An MBA is preferred.- Professional Experience: Minimum of 5 years of experience in institutional sales or business development within the financial services sector, with a strong emphasis on personal finance and insurance products.- Industry Network: Established network of contacts within the insurance and financial services industry, particularly with wealth managers, RIAs, and institutional investors.- Proven Success: Demonstrated success in developing and managing institutional relationships, with a strong focus on driving business growth.- Communication & Negotiation Skills: Exceptional communication, negotiation, and presentation skills, with the ability to influence stakeholders at all levels.- Independent & Strategic Thinker: Ability to work independently, think strategically, and drive key initiatives that align with the company's growth objectives.Skills:- Financial Product Knowledge: In-depth understanding of financial products and services, particularly in the insurance, wealth management, and personal finance sectors.- Understanding of Life Insurance products and industry- Analytical & Strategic Thinking: Strong analytical abilities, with the capacity to think strategically and anticipate market shifts.- Interpersonal Skills: Exceptional interpersonal and relationship-building skills, with a customer-centric approach.- Technical Proficiency: Proficiency in MS Office, CRM software, and other relevant tools.What We Offer:- Competitive salary.- Performance-based bonus- Opportunity to work with a leading financial services firm.- Professional growth and development opportunities.- Supportive and collaborative work environment. (ref:updazz.com)

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