Fortis Bank · 17 hours ago
Senior Manager, Strategic Partnerships
Fortis Bank is a full-service bank that provides loans, deposits, and cash management services to businesses. The Senior Manager, Strategic Partnerships is responsible for managing key client partnerships and leading innovative partner technology projects to enhance the partnership ecosystem framework.
Financial ServicesVenture Capital
Responsibilities
Lead the onboarding process for key banking partnerships and strategic relationships, including self-directed referral provider relationships, ensuring a smooth and positive onboarding experience from initial contact through contract execution
Partner closely with cross functional teams including Compliance, IT, Operations, and Finance to improve partner onboarding, programs, and processes that tailor to each partner’s unique needs, while ensuring compliance with banking regulations
Act as the primary point of contact for new and assigned partners during the onboarding phase, developing and maintaining strong relationships, ensuring their needs are met and expectations are exceeded
Identify opportunities to enhance partner satisfaction and loyalty through personalized service and executing customized referral agreements or disclosures
Coordinate strategic partnership efforts by developing detailed project plans, tracking schedules, resource plans, and status reports for each initiative via Smartsheet
Facilitate meetings both internally and externally, assign clear action items and follow ups
Map, design, and evaluate partnership integrations, technology enhancements, or process improvements along with the Partnerships Product Manager
Design problem solving approaches for complex projects and facilitate the approach through provider feedback, workshops, analysis tools, training and coordination
Prepare and present reports on onboarding progress, project health statuses, partner relationships, and outcomes to senior management
Monitor and analyze key partner metrics related to the partner experience, including onboarding, ongoing relationship management, and project milestones
Utilize data-driven insights to make recommendations for process improvements and strategic initiatives
Maintain standard operating procedures (”SOPs”), documentation within Confluence, and process maps for all activities within the Strategic Partnerships team
Support Strategic Partnerships leadership with coordinating partner events, including seminars, workshops, and appreciation events, to enhance partner relationships and promote the bank’s offerings
Facilitate event planning and implement strategies to maximize event attendance and engagement
Evaluate the success of events through client feedback and performance metrics and adjust future events accordingly
Qualification
Required
7-10 years of experience in business development, or strategic project management within financial services, fintech, or investment platform companies experience a plus
7-10 years of Business Relationship Management (BRM)
Understanding of software and fintech landscape
Excellent communication skills are required, including the ability to communicate and influence strategically and effectively
Results-driven mindset: track partnership initiatives and deliverables
Self-starter who aims for continuous improvement
Ability to act as the champion for the partner internally and develop strong relationships with key internal colleagues to ensure a proactive approach to closing deals
Analytical Thinking – Uses different techniques to identify possible solutions and plan next steps
Preferred
Bachelor's degree preferred
Ideally located in Denver, CO or Salt Lake City, Utah
Company
Fortis Bank
At Fortis Bank, we pride ourselves in being a partner to our clients by offering comprehensive banking solutions while building trusted, long-term relationships.
Funding
Current Stage
Growth StageRecent News
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