Director, Financial Institution Partnerships - Northeast
Skills
- Proven bank sales experience in fintech, software, or asset management.
- Extensive contact list and network within Northeast banks and credit unions.
- Advanced knowledge of consumer credit products and investing markets.
- Deep understanding of bank/credit union decision frameworks (risk, capital, regulatory).
- Strong pipeline and deal-closing skills with measurable sales results.
- Excellent written and verbal communication and presentation skills.
- Familiarity with Salesforce or similar CRM systems.
Responsibilities
- Sell Upgrade’s unsecured consumer loans and subsequent products to banks and credit unions in the Northeast region.
- Develop and manage a full sales pipeline from lead generation to close and handoff to onboarding/execution teams.
- Represent Upgrade at regional conferences, including speaking engagements, to generate partnership leads.
- Build and maintain executive-level relationships (CLO/CFO/CEOs) at depositories and cultivate referral networks.
- Coordinate with onboarding, execution, and product teams to ensure smooth partnership launches and track performance.
- Document and track opportunities, strategies, and partner success metrics in CRM (Salesforce).
- Provide market feedback to inform product development and go-to-market strategy.
Education
- Bachelor’s degree in finance, business, economics, or related field (or equivalent experience).
- MBA or advanced degree preferred but not required.
Benefits
- Competitive base salary and equity/stock option plan
- 100% employer-paid medical, dental, and vision coverage
- Flexible PTO and paid parental leave
- Competitive 401(k) and RRSP program
- Professional growth and development opportunities
- Health & wellness initiatives
Average salary estimate
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Come join us if you like to tackle big problems and make a meaningful difference in people's lives. Our goal is to reduce or eliminate fees on everyday transactions and make credit more affordable for millions of families across America. We’ve alr...
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