Strategic Partner Associate

March 5, 2018




Finance and Investments




San Francisco


  • Engage, qualify, and develop partnerships with financial institutions, including banks, wealth managers, retirement platforms and brokerages.
  • Manage the overall pipeline; ensure that various internal stakeholders are up to speed on the latest discussions with each partner and update the status of each partner as necessary
  • Develop the business case for partnerships, including making projections about the economic success of a partnership.
  • Develop marketing materials to effectively convey SigFig’s value proposition. The marketing materials could include presentations, videos and brochures.
  • Work with our Partner Solutions team to develop implementation timelines.


  • Entrepreneurial Spirit — You constantly question how things can be done better, step up and take ownership, and above all else are able to execute.
  • Goal-orientation — You synthesize most important objectives, prioritize scarce resources, and ensure core goals are met in a high-quality way.
  • Communication Skills — You command the attention of the room with concise explanations of complex topics, with clear strategies for developing partnerships.
  • Marketing Savvy — You develop world class marketing materials that effectively outline our company, mission, and partnership opportunities.
  • Finance Experience — A big plus if you have the ability to speak fluently about banking, investing, portfolio construction, and more.

Fortune 1000 Company?


Job Type

Full Time

Career Level

Two plus years of experience

Travel Requirements


Contact Name

Carrie Lam

Contact Email