01Overview
This role is for one of the Weekday's clients
Salary range: Rs 1100000 - Rs 1700000 (ie INR 11-17 LPA)
Min Experience: 8 years
Location: Mumbai
JobType: full time
We are seeking a highly experienced Business Head Wealth Management Partnerships to lead the development and expansion of strategic distribution relationships within the wealth management ecosystem. This leadership role focuses on driving adoption of innovative fixed-income and structured investment solutions by partnering with private wealth platforms, family offices, investment advisors, and institutional distribution networks. The position requires a deep understanding of financial markets, wealth advisory frameworks, and investment product distribution across high-net-worth and institutional client segments.
Key Responsibilities
Develop and strengthen strategic partnerships with private wealth management firms, financial advisors, family offices, and institutional investment platforms
Drive revenue growth by managing and expanding distribution relationships across wealth management networks
Identify and onboard new institutional partners within the wealth and investment advisory ecosystem
Promote structured fixed-income and alternative investment solutions to distribution partners and advisory platforms
Educate partners on product structures, risk-return dynamics, and suitability for client portfolios
Collaborate with partners to integrate investment solutions into asset allocation strategies and advisory frameworks
Build strong relationships with senior stakeholders including CIOs, investment heads, and senior advisors
Act as a trusted advisor and key point of contact for partners throughout the investment lifecycle
Lead and mentor a team responsible for partner engagement, deal execution, and relationship management
Monitor performance across partner accounts and track progress against revenue and partnership goals
Ensure smooth transaction execution while maintaining operational efficiency and service standards
Identify potential operational or compliance risks and ensure adherence to relevant financial regulations
Analyze market trends and partner feedback to identify opportunities for product positioning and distribution expansion
What Makes You a Great Fit
Extensive experience in wealth management, institutional sales, or financial product distribution
Strong relationships across the private wealth ecosystem including HNI and UHNI clients, family offices, and advisory networks
Proven track record in building and managing distribution or channel partnerships within financial services
Deep understanding of alternative investments, structured products, and fixed-income solutions
Experience working with portfolio management services and alternative investment fund platforms
Strong ability to communicate complex financial products and investment strategies to advisory partners
Demonstrated leadership experience in managing teams and driving performance outcomes
Excellent stakeholder management and relationship-building capabilities
Strategic mindset with the ability to identify recent business opportunities and expand distribution channels
Strong analytical skills with the ability to assess market trends and partner performance
High level of professionalism and credibility when engaging with senior investment stakeholders .
