Strategic Partnerships Advisor

Role Description

Clarke Institute of Wealth (CIW) is seeking a Strategic Partnerships Advisor to help expand our national reach through trusted institutional relationships.

This role focuses on identifying, cultivating, and developing partnerships with Fortune 500 organizations, Employee Resource Groups (ERGs), Learning & Development teams, professional associations, universities, conferences, and other mission-aligned organizations.

The ideal candidate already possesses an established professional network and enjoys opening doors, making introductions, and helping organizations discover meaningful educational programming.

This is a relationship-building role—not a traditional sales position.

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What Success Looks Like

Success is measured by the quality and depth of strategic relationships established rather than the volume of outreach.

Within the first 12 months, success may include:

• Introducing CIW to decision-makers within Fortune 500 organizations
• Establishing relationships with ERG and Learning & Development leaders
• Securing speaking opportunities and educational workshops
• Building partnerships with professional associations and universities
• Creating recurring institutional partnerships
• Helping position CIW as a trusted educational resource for professionals

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How This Role Fits Into CIW

The Strategic Partnerships Advisor works directly with the Founder to expand the organization's institutional footprint.

The Advisor opens doors and develops strategic relationships while the Founder delivers educational content, speaking engagements, workshops, and partnership presentations.

This role helps accelerate CIW's mission of helping professionals move from income to ownership through long-term investing and intentional wealth building.

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Responsibilities

• Identify organizations aligned with CIW's mission and educational programs
• Develop relationships with leaders across Fortune 500 companies, ERGs, Learning & Development teams, universities, conferences, and professional associations
• Facilitate introductions between CIW and prospective institutional partners
• Represent CIW in networking and partnership conversations
• Coordinate partnership opportunities with the Founder
• Assist in developing strategic outreach plans
• Identify conferences, speaking engagements, and educational opportunities
• Maintain a healthy pipeline of partnership opportunities
• Support proposal development and partnership discussions
• Provide strategic insight into partnership opportunities and market expansion
• Help establish long-term institutional relationships that create recurring engagement

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Qualifications

Required

• 10+ years of professional experience in business development, partnerships, corporate relations, learning and development, HR, community engagement, or executive leadership
• Established network within corporate, nonprofit, education, or professional organizations
• Exceptional relationship-building and communication skills
• Experience working with senior executives and organizational leaders
• Strong organizational and follow-through skills
• Ability to work independently in a flexible, entrepreneurial environment

Preferred

• Experience working with Fortune 500 organizations
• Existing relationships with ERGs, Learning & Development teams, HR leaders, or professional associations
• Background in corporate partnerships, sponsorships, strategic alliances, or community engagement
• Experience supporting speaking engagements, conferences, or educational programming
• Passion for financial education, leadership development, or professional advancement

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Ideal Candidate

The ideal candidate is a trusted connector who enjoys creating opportunities through relationships.

Rather than focusing on high-volume outreach, they leverage credibility, experience, and professional networks to introduce CIW to organizations that can benefit from its educational mission.

They are energized by helping build something meaningful and understand how strategic partnerships can create long-term impact for both organizations and the professionals they serve.

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How to Apply

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