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Strategic Financial Partners Jobs in Raleigh, NC

Akoya External

Strategy & Partnerships Manager

Raleigh, NC · On-site

$80K - $80K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... strategic initiatives. You will also interface with external-facing financial institutions, fintech, and ecosystem partners. As a Strategy & Partnerships Manager , you will: * Own Discovery ...

Vulcan Elements

FP&A Associate

Benson, NC

As-needed analysis of key financial and strategic topics. This role partners closely with cross-functional teams to deliver accurate financial insights, execute on critical projects, and inform ...

Vulcan Elements

FP&A Associate

Durham, NC · On-site

As-needed analysis of key financial and strategic topics. This role partners closely with cross-functional teams to deliver accurate financial insights, execute on critical projects, and inform ...

Relay

Senior Financial Analyst

Raleigh, NC · On-site

$83K - $103K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

What you will do You'll work across the full breadth of strategic finance, from partnering with business leaders to the model and reporting that make good decisions possible. As a hands-on member of ...

Relay

Senior Financial Analyst

Raleigh, NC

$83K - $103K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

What you will do You'll work across the full breadth of strategic finance, from partnering with business leaders to the model and reporting that make good decisions possible. As a hands-on member of ...

Fujifilm

Commercial Finance Business Partner

Holly Springs, NC · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Finance Business Partner is a critical role that delivers strategic financial insight and ... Supports Global Commercial Partners in adhoc financial analysis * Assists in financial review of ...

New

Siemens Energy, Inc.

Controlling professional

Raleigh, NC · On-site

  • Medical

  • Retirement

  • PTO

... partnering, leadership, and process improvement skills with the ability to influence stakeholders, manage multiple priorities, and deliver strategic financial insights in a fast-paced environment

UNC-Chapel Hill

Financial Analyst

Chapel Hill, NC · Hybrid

... strategic and discretionary commitments within the division, exercising sound judgment in the coordination and use of funding sources. In partnership with the Divisional Finance Director, the ...

New

WiTH Collective

Strategic Partnership Advisor (Remote)

Cary, NC · On-site

$72 - $100/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... and financial health and to help them make the most of their future. * Comprehensive Benefits ... The Strategic Partnership Advisor is responsible for building partnerships with key clients ...

New

MetaMetrics, Inc

SVP, Finance

Durham, NC · On-site

Core Responsibilities Strategic Financial Leadership & Growth * Lead budgeting and forecasting ... In partnership with sales and product management, drive successful deal terms with customers that ...

MetaMetrics, Inc

SVP, Finance

Durham, NC · On-site +1

Core Responsibilities Strategic Financial Leadership & Growth * Lead budgeting and forecasting ... In partnership with sales and product management, drive successful deal terms with customers that ...

MetaMetrics Inc

SVP, Finance

Durham, NC · On-site +1

$215K - $240K/yr

Core Responsibilities Strategic Financial Leadership & Growth * Lead budgeting and forecasting ... In partnership with sales and product management, drive successful deal terms with customers that ...

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Strategic Financial Partners information

What is the difference between Strategic Financial Partners vs Financial Advisor?

AspectStrategic Financial PartnersFinancial Advisor
CredentialsCFP, CFA, CPACFP, ChFC, CPA
Work EnvironmentCorporate, consulting, or firm-basedIndependent or firm-based
Industry UsageFinancial services, consultingPersonal finance, investment management
Primary FocusStrategic planning, corporate financePersonal financial planning, investments

Strategic Financial Partners typically focus on corporate and strategic financial planning, often working within consulting or corporate environments. In contrast, Financial Advisors primarily assist individuals with personal financial planning and investment management. While both roles require similar certifications, their work settings and client focus differ significantly.

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The top searched job categories for Strategic Financial Partners jobs in Raleigh, NC are:

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Strategic Financial Partners jobs near you

Strategy & Partnerships Manager

Akoya External

Raleigh, NC • On-site

$80K - $80K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 19 days ago

Job description

The Role
Akoya is seeking a Strategy & Partnerships Manager to report to the Head of Corporate Strategy and Strategic Partnerships. This highly dynamic role is at the intersection of strategy, market and competitive intelligence, pricing, cost optimization, and channel partner development. This is an individual contributor role for an experienced professional with strong influence amongst internal colleagues and external clients and partners. The ideal candidate is equally comfortable planning and facilitating collaborative and productive working sessions with clients and partners as well as building a financial model or developing a presentation or white paper synthesizing market developments.
You will work closely across executives and departments, including Product Management, Growth, Customer Success, Marketing and Engineering, to advance Akoya's core strategic initiatives. You will also interface with external-facing financial institutions, fintech, and ecosystem partners.
As a Strategy & Partnerships Manager, you will:
  • Own Discovery & Evaluation of Key Initiative & Innovation Opportunities
  • Drive structured discovery for strategic initiatives, including customer research, value proposition development and use case documentation.
  • Develop and validate business cases grounded in forecasting benefit realization and initial effort and investment estimates
  • Develop pricing and monetization
  • Own and evolve product pricing models - continuously partner with customers and the Growth team to adjust to market input
  • Maintain cost optimization tracking to identify anomalies and partner with Product & Engineering on reduction opportunities
  • Market Analysis & Competitive Intelligence
  • Monitor market and competitive developments and share key highlights with colleagues for awareness and recommended actions
  • Conduct deep dives on emerging players in the ecosystem who may be potential partners
  • Contribute analytical materials for strategic planning and executive materials
  • Channel Partner Management
  • Own the end-to-end health of partner relationships (resellers, referrals), serving as the primary day-to-day point of contact for the partner
  • Ensure co-selling artifacts are available (pitch decks, tear sheets, demos) and continuously improve and evolve per partner feedback, collaborating with Marketing
  • Enable the partner's team through training and live deal support
  • Conduct monthly and quarterly partner business reviews to measure success, identify improvement areas, and surface feedback; prepare executive updates, including pipeline and financials

Required Experience & Skills
  • At least 3 years' experience in management consulting, product strategy or a closely related function, preferably serving the financial services and/or fintech sectors
  • Demonstrated ability to build financial models, business cases, and pricing analyses in Excel
  • Experience conducting and synthesizing market and competitive analysis, including maintaining structured frameworks and repeatable outputs
  • Experience managing or supporting external channel partnerships and ongoing relationship management
  • Genuine curiosity about fintech, open finance, and emerging technology; extreme comfort engaging in technical discussions with Product, Engineering, Solutions and Architecture colleagues
  • Demonstrated proficiency and motivation in leveraging generative AI tools (such as Claude) to enhance productivity, improve efficiency, and elevate the quality of work outcomes, with a commitment to continuous learning and sharing of best practices amongst team members

Preferred Experience/Skills
  • Background in commercialized API platforms, data networks, or banking technology infrastructure
  • Experience interpreting regulatory and compliance requirements in the design and development of solutions
  • Prior relationship management of channel partners in referral or reseller arrangements
  • Use of business tools such as Confluence, Jira, Figma, and BI reporting tools (such as QuickSight, Domo, PowerBI, etc)
  • Client-facing or internal experience with US Financial Institutions
  • Exposure to TCH, FDX, EWS, or other open finance or financial services industry payment or fraud consortiums

Additional Information
Our Commitment
Akoya is proud to be an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, or any other legally protected status. We're committed to building an inclusive, welcoming workplace where people feel supported, respected, and empowered to do their best work.
We know that experience can come from many different paths. We value diverse perspectives and encourage candidates from all backgrounds to apply, even if they don't meet all listed qualifications. If you're excited about this role but don't meet every single requirement, we still encourage you to apply. You may be the right candidate for this role or another opportunity at Akoya.
Where We Work
Akoya is remote-first, with this role open to candidates currently located within commuting distance of Boston, MA; New York, NY; and Raleigh, NC. For this role, Boston or New York is preferred. While our teams work primarily remote, we are building talent hubs in these locations to create opportunities for in-person collaboration, team connection, and professional development.
Compensation & Benefits
The expected annual base salary for this role is $130,000 to $150,000
The actual base salary offered considers the candidate's work location, relevant education, job-related knowledge, skills, and experience, among other factors. Base salary is one component of the total compensation package, which includes employer-subsidized medical, dental, and vision coverage, company-sponsored life insurance, 401(k) matching, flexible PTO, and paid parental leave. Some roles may be eligible for a performance-based bonus.
Candidates who receive offers must complete successful criminal background, drug, and credit screenings.
The actual base pay offered may take into account the candidate's work location, relevant education, job-related knowledge, skills, and experience, among other factors.
Hiring Range:
$130,000-$150,000 USD

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