What this role is for.
Grow Westwind through real partnerships, not bought leads. You'll show accountants, consultants, brokers, and ISOs where we fit, get them comfortable making introductions, and keep them in the loop after they do.
What you'd actually do.
- Build and run a pipeline of referral and strategic partners.
- Teach partners what we fund, who qualifies, and how the process runs.
- Handle the introductions, and tell partners honestly where their deals stand.
- Build partner programs and materials that work more than once.
- Work with the advisory and operations teams so partners and their clients don't get dropped.
Experience and qualities.
- You've worked in partnerships, channel development, financial services, or consultative B2B sales.
- You build relationships first, but you can still read a deal.
- You can hold a real conversation about business finance with an accountant or a broker.
- You've built a book before, and you know it comes from following up for months, not days.
What we offer.
- Hybrid. Office days for working together, home days for heads-down work. The mix depends on your role and your team.
- Flexible hours. We care that clients are covered and you hit what you committed to. Nobody is counting your hours.
- Time off. Take what you need to rest, travel, and handle life. Plan it far enough ahead that your team is covered.
- Health coverage. If you're eligible, you get private health coverage. What's included depends on where you live, your role, and your employment arrangement.
- Career growth. Real ownership, direct feedback, more responsibility, and bigger deals as you're ready for them.
- People worth working with. Direct communication, mutual respect, and less hierarchy than you're used to in this industry.