The Company

YCharts empowers wealth managers to make smarter investment decisions and communicate with confidence. Our SaaS platform combines powerful research, proposal generation, and client communication tools that transform complex financial data into clear visuals and actionable insights.

For nearly a decade, YCharts has been recognized on the Inc. 5000 Fastest Growing Companies list — a testament to our sustained growth, strong culture, and industry-wide impact. Thousands of leading RIAs, asset managers, and broker-dealers use YCharts to turn data into decisions, insights into action, and client conversations into growth.

The Position:

We’re looking for a driven and relationship-oriented Director of Strategic Partnerships to lead the growth and execution of our key industry alliances. This role will focus on cultivating and expanding high-impact partnerships with independent broker-dealers (IBDs), custodians, and third-party solution providers. You’ll play a pivotal role in expanding our distribution, driving platform integrations, and unlocking co-marketing and co-selling opportunities that deliver long-term value.

Key Responsibilities:

• Develop and operationalize a unifying partnership strategy and framework aligned with revenue and go-to-market priorities. Cultivate executive-level influence to drive strategic alignment and measurable outcomes
• Identify, evaluate, and develop strategic partnerships with key firms including large IBDs, custodians, and third-party tech providers & consultants
• Own the full partnership lifecycle: sourcing, relationship building, negotiation, contracting, onboarding, and performance management
• Build and maintain executive-level relationships with partner organizations to drive adoption and strategic alignment
• Collaborate with internal teams—product, sales, marketing, and legal—to ensure seamless execution and value realization
• Develop business cases and partnership proposals, including strategic rationale, revenue projections, tangible goals, partnership agreements, and GTM plans
• Track and report on KPIs, analyze performance data, and identify ways to deepen engagement and expand each partnership’s impact
• Represent the company externally at industry events, partner meetings, and conferences
• Stay current on market trends, competitive shifts, and emerging partner models to inform long-term strategy

Qualifications:

• 7+ years of experience in business development, strategic partnerships, or enterprise sales, ideally in fintech, wealth management, or SaaS
• Deep understanding of the wealth management ecosystem, including IBDs, custodians, and advisor technology platforms
• Strong negotiation and relationship management skills, with a track record of closing and scaling partnerships
• Excellent cross-functional collaboration skills with the ability to influence across departments
• Strategic thinker with strong analytical and communication capabilities
• Comfortable working in a fast-paced, growth-oriented environment

Benefits & Perks:

• 100% employer-paid health, dental, and vision insurance.
• 401(k) match to support your financial future.
• Opportunities for internal mobility and cross-functional collaboration.
• Flexible time off, vacation days, sick days, and a celebration day.
• Paid parental leave to support work-life balance.
• Professional development stipend to help you grow in your career.
• Hybrid work schedule with flexibility to work both in-office and remotely.
• Summer hours so you can enjoy more sunshine.
• Recognition programs to celebrate contributions and milestones.
• Modern, centrally located offices stocked with premium snacks, coffee, beverages and weekly lunch credits to fuel your day.
• Regular team events, celebrations, and company-wide gatherings that keep our culture connected and collaborative.

Compensation:

At YCharts, we are committed to pay equity and transparency in all locations, including compliance with local pay disclosure requirements: the base salary for this role ranges from $150,000 - $205,000 with Total Cash Compensation ranging from $175,000 - $225,000 USD inclusive of bonuses and variable compensation. The starting salary will be determined based on skills and experience.

Why Join YCharts

YCharts is more than a fintech company—we’re a team driven by curiosity, collaboration, and people-first leadership. We believe innovation thrives in an environment where ideas are heard, growth is supported, and impact is measurable.

Our award-winning culture reflects that commitment:

• Inc. 5000 Fastest Growing Companies (nearly a decade running)
• Crain’s Best Places to Work in Chicago
• Inc. Best Places to Work
• Built In Chicago Best Places to Work
• American Banker Best Fintechs to Work For

At YCharts, you’ll do meaningful work, grow alongside a talented team, and see the results of your impact every day.

YCharts is an equal opportunity employer. We celebrate diversity and are committed to fostering an inclusive, equitable environment for all employees.

Be part of the team transforming how the wealth management industry makes and communicates investment decisions.