Full-time Business Development, Bridgewise

01About Bridgewise

Bridgewise is an AI-based actionable investment intelligence platform for retail investors and financial advisors (RMs). Our white-label solutions assist financial institutions to boost trading volume and activity, investors’ LTV, and financial advisors’ productivity and AUM growth. BridgeWise’s solutions fit into existing channels, are compliant, multilingual, and hyper-personalized. We serve over 110 financial institutions worldwide, including Fidelity, eTrade, Interactive Brokers and Rakuten Securities.

We have offices in the US, Latin America, Europe, East Asia, and the Middle East. Join us to shape the future of how the world invests. We’re backed by world leading financial institutions.

About the role:

We are looking for a Regional Partnerships Director to own Bridgewise partnerships strategy across Americas building and closing the relationships with wealthtech platforms, data providers and channel distributors that drive growth in the region.

02Requirements

• 8+ years of proven and successful experience in partnerships, business development or strategic alliances, including 4+ years in a senior/director-level role
• Proven track record closing complex, multi-stakeholder technology partnership deals - ideally in fintech, wealthtech or financial data/analytics

Direct experience working with or selling into financial platforms (wealthtech platforms, retail banks, broker-dealers, custodians or advisor technology companies)

03Experience structuring API/technology integration partnerships

Strategic thinker with strong commercial and negotiation skills - able to translate market opportunities into structured partnership programs and lead complex deal discussions at C-suite level

Outstanding interpersonal and communication skills, building credibility quickly with senior stakeholders

Comfortable operating with significant autonomy in a fast-moving startup environment

Familiarity with AI, investment research or financial data products is a strong advantage

04Responsibilities

• Define and own BridgeWise's Americas partnership framework - partner categories, tiers, commercial models and success metrics

Identify, qualify and lead end-to-end negotiations for high-value strategic partnerships across Americas, from first conversation through signed agreement and integration scoping

Structure partnership deals across multiple commercial models: content licensing, white-label/OEM, API integration, co-sell and channel resale

Onboard and grow partners - building integration roadmaps, co-marketing plans and joint GTM motions, and identifying upsell/cross-sell opportunities within the existing portfolio

Serve as the primary relationship owner for BridgeWise's most strategic partners in the region

Collaborate closely with Sales, Product and Marketing to align on co-sell motions, integration capabilities and co-marketing activations

Represent BridgeWise at industry conferences and executive briefings across Americas

Report on partnership pipeline, revenue contribution and partner health metrics to leadership

05Nice To Have

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