Position: Partnership Coordinator
Department: Sales
Reports to: Head of Partnership
Role Overview
The Partnership Coordinator is responsible for supporting the growth, engagement, and performance of the company's Introducing Broker (IB) network. This role works closely with the Head of Partnerships (HoP), Business Development Managers (BDMs), and internal stakeholders to strengthen partner relationships, optimize IB performance, reactivate dormant partners, and ensure seamless operational support for partnership initiatives.
Key Responsibilities
IB Relationship Management
• Act as the primary support contact for assigned IBs, ensuring timely and professional communication.
• Maintain regular engagement with IBs to strengthen relationships and enhance partner satisfaction.
• Monitor partner feedback, concerns, and business needs, escalating issues when necessary.
• Coordinate with internal departments to ensure effective resolution of IB requests and inquiries.
• Maintain accurate and up-to-date records of partner communications, activities, and performance.
IB Offline Support
• Coordinate and support offline meetings, business networking sessions, and partner engagement activities.
• Assist BDMs in organizing partner visits, roadshows, seminars, and industry events.
• Ensure IBs receive relevant marketing materials, promotional assets, and sales support tools.
• Facilitate administrative and operational requirements related to partnership activities.
• Support event execution and follow-up activities to maximize partner engagement outcomes.
IB Optimization
• Analyze IB performance data to identify high-potential partners with growth opportunities.
• Monitor client acquisition, trading volume trends, and partner activity metrics regularly.
• Collaborate with the HoP and BDMs to develop tailored growth strategies and incentive proposals.
• Recommend campaigns, partnership programs, or business initiatives to increase IB productivity.
• Track optimization initiatives and measure effectiveness against predefined growth objectives.
IB Re-activation
• Identify previously high-performing IBs that have become dormant or significantly inactive.
• Conduct research and assessment to determine reactivation potential and engagement opportunities.
• Work closely with HoP and BDMs to develop targeted reactivation plans and commercial proposals.
• Re-establish relationships through regular outreach, meetings, and customized engagement strategies.
• Monitor reactivated IB performance and provide ongoing support to encourage sustainable growth.
Partnership Administration & Reporting
• Prepare regular reports on IB performance, engagement activities, optimization efforts, and reactivation progress.
• Ensure partnership records, agreements, and supporting documentation are properly maintained.
• Assist with commission-related queries and coordinate with relevant teams when required.
• Support the implementation of partnership campaigns, promotions, and strategic initiatives.
• Maintain compliance with internal policies and applicable regulatory requirements.
Requirements
Education & Experience
• Bachelor's degree in Business, Marketing, Finance, Economics, or a related field.
• Minimum 2–3 years of experience in Partnership, Business Development, Affiliate, or IB Support functions, preferably within the Forex, CFD, or Financial Services industry.
• Experience working with Introducing Brokers (IBs), Affiliates, or referral partner programs is highly desirable.
Skills & Competencies
• Strong relationship management and stakeholder engagement skills.
• Excellent communication and interpersonal abilities.
• Analytical mindset with the ability to interpret performance data and identify growth opportunities.
• Highly organized with strong attention to detail and follow-through.
• Proficient in Microsoft Office applications and CRM systems.
• Ability to work collaboratively across multiple teams in a fast-paced environment.
• Knowledge of Forex/CFD trading products and partnership business models is an advantage.
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