Senior Partner Consultant; Remote

At the company, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.

Join a team that has received numerous awards for being a top place to work: the company awards and recognition

This role plays a critical part in supporting and strengthening the distribution partner relationships across markets by enabling end‑to‑end execution across the partner value chain.

The position enables partner and team success through high‑quality data preparation, reporting, operational coordination, partner communications, and sales support.

The role works cross‑functionally to ensure partners and internal relationship teams are equipped with accurate information, clear materials, and consistent processes that support sales, retention, and growth. It also helps identify operational gaps, improve consistency across accounts, and translate partner and field feedback into practical improvements.

With a broad view across partners and processes, this role improves execution quality, elevates partner experience, and increases efficiency for our teams.

• Support designated distribution partners across markets by preparing and compiling program data, growth measures, and performance metrics.
• Provide accurate reporting, dashboards, presentations, and data support for Relationship Managers and Sales teams.
• Develop and maintain high‑quality, client‑facing materials that elevate partner and field conversations.
• Support sales, retention, renewal, and growth activities through reliable preparation and execution support.

• Deliver clear, timely, and consistent partner communications in coordination with Relationship Managers and cross‑functional teams.
• Ensure partner materials are accurate, professional, and aligned to enterprise standards.
• Contribute to a strong, consistent partner experience through dependable follow‑through and communication across accounts.

• Maintain organized, accurate, and high‑quality documentation across partners, programs, and initiatives.
• Improve operational consistency across distribution partners by applying shared templates, tools, and processes.
• Identify errors, inefficiencies, or gaps in partner materials and workflows and recommend practical improvements.
• Support interim processes and operational workflows as needed to ensure continuity and execution quality.

• Maintain strong data hygiene and system accuracy to support reporting, insights, and partner performance tracking.
• Reduce errors and rework by ensuring partner‑facing and internal materials are thoroughly reviewed and validated.
• Enable faster preparation cycles and greater predictability through organized information management.

• Partner with Sales, Marketing, Operations, Enablement, and Analytics teams to support coordinated execution across the partner lifecycle.
• Translate partner and field feedback into actionable inputs that improve tools, materials, and processes over time.

• Bachelor's degree in Marketing, Business Administration, Insurance or related field or an equivalent trade‑off of related professional work experience.
• 5-7 years of experience
• Demonstrated knowledge of insurance products and services, with in-depth understanding of the new market partners, business, industry, and market preferred.
• Experience with designing and executing on new processes, artifacts, and templates.
• Ability to quickly identify, making recommended fixes, build, and execute solutions with cross functional teams
• Ability to manage multiple priorities, plan projects and maintain deadlines with strong organizational skills.
• Ability to comprehend and follow complex processes,…