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Adhesion Wealth Advisor Solutions

Strategic Partnerships Associate

Posted 26 Days Ago
Be an Early Applicant
Remote
Hiring Remotely in United States
104K-160K Annually
Junior
Remote
Hiring Remotely in United States
104K-160K Annually
Junior
Support the full strategic partnership lifecycle, including opportunity evaluation, business cases, financial analysis, deal execution, launches, partner relationship management, performance reporting, and optimization. Build cross-functional relationships, identify opportunities to expand or consolidate partnerships, coordinate stakeholders, and present recommendations to leadership while managing multiple initiatives and improving partnership processes.
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Who we are:

Shape a brighter financial future with us.

Together with our members, we’re changing the way people think about and interact with personal finance.

We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.

The role:

The Strategic Partnerships team helps identify, develop, and manage partnerships that support SoFi’s growth and deliver value to our members. As a Strategic Partnerships Associate, you will support the full partnership lifecycle—from evaluating new opportunities and building the business case through deal execution, launch, ongoing management, and performance optimization.

A key part of this role is developing a broad view of partnership activity across SoFi and helping connect the dots across business units. You will work collaboratively with teams across the company to identify where existing partner relationships can be expanded, where common needs can be addressed through a coordinated partnership approach, and where consolidating overlapping partner conversations or commercial agreements can create greater value and leverage for SoFi.

This role is well suited for someone who combines strong analytical and business judgment with relationship management and execution skills and who enjoys bringing together stakeholders, identifying connections across seemingly separate initiatives, and moving opportunities forward.

What you’ll do: 

  • Support the identification, evaluation, development, and execution of strategic partnership opportunities aligned with SoFi’s business priorities.
  • Build relationships across SoFi’s business units and functional teams to develop visibility into partnership needs, priorities, and existing relationships, and proactively connect opportunities across the organization.
  • Identify opportunities to expand existing partnerships across additional products, business units, or use cases, increasing the strategic and commercial value of key partner relationships.
  • Surface overlapping partnership needs or parallel partner conversations across teams and help coordinate a unified approach, reducing fragmentation and creating opportunities for stronger commercial terms, greater scale, and more strategic partner relationships.
  • Partner with business units, Finance, Legal, Procurement, and other stakeholders to evaluate opportunities to consolidate or coordinate commercial agreements where doing so can improve economics, simplify partner management, or increase SoFi’s negotiating leverage.
  • Build business cases and financial analyses to assess partnership opportunities, including market potential, economics, strategic fit, member value, and key risks.
  • Conduct market, competitive, and partner research to identify trends, potential partners, and opportunities for growth.
  • Support partnership discussions and deal processes, including preparing materials, evaluating commercial terms, coordinating diligence, and partnering with Legal and other stakeholders through execution.
  • Own or support relationships with external partners, serving as a day-to-day point of contact and building productive, collaborative working relationships.
  • Coordinate cross-functional workstreams with Product, Marketing, Finance, Legal, Operations, Risk, Compliance, and other stakeholders to launch and scale partnerships.
  • Develop and maintain reporting on partnership performance, establish relevant KPIs, analyze results, and identify opportunities to improve business and member outcomes.
  • Prepare clear, concise recommendations and presentations for internal stakeholders and leadership based on quantitative and qualitative analysis.
  • Manage multiple partnership initiatives simultaneously, maintaining clear timelines, deliverables, stakeholder communication, and follow-through.
  • Identify opportunities to improve partnership processes, operating models, and ways of working as the business scales.

What you’ll need:

  • Bachelor’s degree required.
  • 2+ years of experience in business development, strategic partnerships, or a related partnerships-focused role.
  • Strong analytical and problem-solving skills, with the ability to evaluate business opportunities, synthesize quantitative and qualitative information, and develop clear recommendations.
  • Strong written and verbal communication skills, with the ability to distill complex information into clear takeaways for internal and external stakeholders.
  • Demonstrated ability to build strong cross-functional relationships and influence without direct authority.
  • Strong business judgment and curiosity, with the ability to connect the dots across teams and initiatives and identify opportunities that may span multiple business units.
  • Strong project management and organizational skills, with the ability to manage multiple workstreams, stakeholders, and deadlines simultaneously.
  • High degree of ownership, attention to detail, and follow-through, with the ability to operate effectively in a fast-paced and evolving environment.

Nice to have:

  • Experience working in fintech, financial services, consumer technology, or another highly regulated industry.
  • Experience supporting or managing commercial partnerships, including partner evaluation, negotiation, contracting, launch, and ongoing performance management.
  • Experience building financial models, business cases, or partnership economics analyses.
  • Familiarity with consumer financial products and the broader fintech ecosystem.
  • Experience working across multiple business units to identify shared needs, consolidate vendor or partner relationships, or expand strategic relationships across an organization.
  • Experience working closely with Product, Marketing, Legal, Finance, Risk, Compliance, Procurement, or Operations teams to launch new products, programs, or partnerships.
  • Experience using data and reporting tools to measure partner performance and identify opportunities for optimization.
Compensation and Benefits
The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location. 
 
To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!
SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.The Company hires the best qualified candidate for the job, without regard to protected characteristics.Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.New York applicants: Notice of Employee RightsSoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email [email protected].Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
Internal Employees
If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.

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