Director, Strategic Advisor Partnerships

Job Classification:
Sales - Sales The Director, Strategic Advisor Partnerships, is responsible for developing and managing strategic relationships with third-party organizations that influence financial advisor affiliation decisions. This role drives advisor growth by building partnerships that generate qualified opportunities across key recruiting segments, including experienced advisors, advisor teams, succession and acquisition candidates, breakaway advisors, and independent wealth management firms evaluating affiliation opportunities.

Through these relationships, the Director expands Prudential Advisors' access to advisor talent and strengthens the firm’s position as a destination of choice for growth‑oriented advisors.

Establish and nurture relationships with advisor recruiting firms, M&A consultants, succession planning organizations, custodial referral programs, practice management consultants, and wealth management industry influencers. Ensure Prudential is competitive and has key external vendors that drive quality lead flow to the central organization. Identify emerging advisor acquisition channels and develop strategies to increase Prudential Advisors’ visibility among target advisor populations. Develop partnership strategies that expand access to advisor talent and support sustainable growth.

Negotiate contracts with third‑party vendors and maintain pulse on competitor strategies for external sourcing, ensuring PA is in alignment to secure the top candidates.

Partner with Enterprise Vendor Governance, Legal, Compliance, and Procurement teams to evaluate, onboard, and manage strategic third‑party partnerships. Collaborate with Prudential Advisors Strategy and business leaders to align partnership priorities with advisor acquisition and growth objectives. Serve as the primary liaison between external partners and internal stakeholders, ensuring alignment and execution. Identify and implement partnership opportunities that expand advisor acquisition channels while maintaining appropriate governance and risk controls.

Act as subject matter expert for PA value proposition with external vendors. Sell PA as the "firm of choice" for transitioning advisors. Develop referral channels that generate opportunities with experienced financial advisors, advisor teams, and succession candidates. Act as the key point of contact representing Prudential Advisors with external vendors. Responsible for accepting/declining candidates and approving and paying invoices post‑hire. Identify and cultivate opportunities with intact advisor teams and independent wealth management firms and connecting those prospects directly to recruiters for engagement.

Generate qualified opportunities across key recruiting segments, including:
Experienced advisors with established books of business High‑performing advisor teams Advisors seeking succession or continuity solutions Independent advisors and RIAs evaluating affiliation opportunities Warehouse and regional firm advisors considering transition Growth‑oriented advisors seeking enhanced support, technology, and business development resources. Facilitate introductions between prospective advisors and field leadership. Partner with recruiting teams and business leaders to advance advisor opportunities through the affiliation process.

• Minimum 7 years of experience in relationship management, advisor recruiting, wealth management business development, strategic partnerships, or a related field.
• Established and verifiable network of relationships with third‑party organizations that influence advisor affiliation decisions, including…