Job Title: Manager - Business Development & Partner Relationship

About 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.