Fintech Partnership Senior Manager

Fintech Partnership Senior Manager

Requirements

• 5+ years experience in financial service partner, account, program or relationship management.
• 10+ years experience in financial services.
• Knowledgeable of fintech ecosystem.
• Knowledge of banking products, including credit, compliance, BSA and deposit & treasury products.
• Excellent written and verbal communication skills.
• Proficient with PowerPoint and Excel, and able to quickly learn other relevant business systems.
• Demonstrated ability to work as an individual while coordinating with departmental teams.
• Ability to manage multiple tasks/projects and deadlines simultaneously.
• Cooperative and professional attitude.
• Ability to effectively present information and respond to questions from customers/partners, management, internal stakeholders or vendors.
• Bachelor’s degree or equivalent experience.

Responsibilities

• Target, evaluate and build new relationships.
• Perform initial discovery and develop pre-flights and lead up-front diligence on prospective partnerships.
• Prepare and deliver client-facing proposals.
• Represent the Bank at events or as a panelist or presenter.
• Conceive and evaluate appropriate deal structures.
• Critically review and negotiate commercial terms and agreements.
• Prepare internal program recommendations.
• Develops and implements a relationship plan for each partner, consistent with our approval and business objectives, and proactively working to grow and strengthen our business relationships.
• Conduct regular meetings with partners to discuss results of activity, trends in errors, volume, new technology/enhancements, pricing changes, and monitoring results.
• Ensure that all deliverables are met to and from our partners.
• Monitor and evaluate the partner’s progress and strategy evolution, evaluating, documenting and implementing partnership changes, and ongoing relationship management with the partner.
• Leads regular internal partner meetings, developing the agenda, providing updated dashboards and progress reports, and maintaining notes and follow-up priorities and tasks for managing the partnership.
• Performs periodic reviews of all partners and program targets and obtains required approvals.
• Prepares recommendations of program changes, engaging applicable stakeholders.
• Prepares Board reports that include profitability data and KPI/KRI data.
• Will immediately escalate performance shortfalls or red flags.
• Other tasks as assigned by CBO.

Preferred Qualifications

No preferred qualifications provided.