Business development · Financial services · 2025
Secured strategic partnerships with Fortune 100 companies
Secured multi-year partnerships with JPMorgan, Merrill Lynch, Citi Wealth Management and Fidelity.
Background
The client needed institutional credibility and distribution that only comes from working with the largest names in financial services — but had no established path into those organizations.
The work
- Mapped decision-makers and entry points inside target Fortune 100 institutions
- Built the partnership case and materials that spoke to each institution’s priorities
- Managed multi-stage conversations from introduction through signed agreement
Outcomes
- Secured multi-year partnerships with JPMorgan, Merrill Lynch, Citi Wealth Management and Fidelity
- Institutional credibility that opened doors across the market
- A partnership playbook reusable for future institutional deals