Relationship Manager in Wealth Management handling portfolios of high - net - worth clients at Deutsche Bank. Focus on client acquisition and retention with comprehensive financial services expertise.
About the role
- Partner Manager focusing on driving partner reach and growth at Caseware, a leading Fintech company in auditing software. Collaborates with teams to commercialize and integrate partners into the Caseware platform.
Responsibilities
- Own and expand Caseware’s technology partner relationships within our growing third-party ecosystem.
- Drive partner reach, delivering mutual growth, and ensuring the realization of value for all ecosystem participants.
- Define and operationalize the Partner Playbook - establishing the frameworks, processes, and success metrics that guide partner intake, evaluation, and certification.
- Collaborate closely with Senior Leadership, Engineering, Legal, and GTM teams to shape how partners commercialize, integrate, and scale on the Caseware platform.
Requirements
- 5+ years of experience in partnership management, business development, consulting or ecosystem strategy, ideally within SaaS or enterprise software.
- Demonstrated success in developing and scaling technology or platform partnerships.
- Strong commercial acumen with experience structuring deals, negotiating contracts, and driving revenue growth.
- Understanding of API-based integrations, marketplaces, and SaaS commercial models.
- Excellent relationship management, communication, and stakeholder alignment skills.
- Strong analytical and operational mindset; able to build frameworks and track performance metrics.
- Bachelor’s degree in Business, Technology, or related field; MBA is an asset.
Benefits
- Innovation is at our core. We work with cutting-edge technology in accounting and financial reporting.
- We offer flexible work options, remote opportunities, and generous time-off policies.
- We offer competitive compensation, including a competitive salary and comprehensive benefits such as health insurance and retirement plans.
- Recognition and rewards matter to us. We celebrate hard work through recognition programs, performance bonuses, and opportunities for career growth.
- We embrace global opportunities. Work on international projects and collaborate with a diverse, global team.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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