Director, Financial Institution Partnerships - Northeast
Job Description
- Salesforce specific CRM experience a plus
- 7+ years of experience in bank sales at a software, financial technology, or asset management firm, whole loan sales/trading
- Extensive contact list of bank clients and credit unions in the region
- Advanced knowledge of consumer credit products and general investing markets
- Strong understanding of how banks/credit unions operate and their decision-making framework: risk returns, capital requirements, loss provisions, regulatory considerations, etc.
- Proven measurable success in growing sales pipeline
- Superior written and verbal communication skills
- Good judgment and excellent interpersonal skills
- Ability to operate in a fast-paced environment and recognize and focus on critical issues
- Competitive salary and stock option plan
- 100% paid coverage of medical, dental and vision insurance
- Flexible PTO
- Competitive 401(k) and RRSP program
- Opportunities for professional growth and development
- Paid parental leave
- Health & wellness initiatives
About the Role:
The Director will be responsible for building the banking and credit union funding channel in their territory / selling Upgrade’s credit products including personal unsecured loans, card receivables, indirect auto, home improvement and potentially other consumer credit products to CLO/CFO/CEOs at depositories. This position reports to the VP, Head of Financial Institutions Group.
What You’ll Do:
- Present Upgrade’s unsecured consumer loans and any subsequent products that Upgrade develops to banks and credit unions in the Northeast region
- Represent upgrade at regional conferences including speaking engagements to generate bank/credit union partnership leads
- Manage pipeline from lead generation to closing
- Work closely with onboarding and execution team to move partnership relationship forward, track success strategies in CRM
What We Look For:
- 7+ years of experience in bank sales at a software, financial technology, or asset management firm, whole loan sales/trading
- Extensive contact list of bank clients and credit unions in the region
- Advanced knowledge of consumer credit products and general investing markets
- Strong understanding of how banks/credit unions operate and their decision-making framework: risk returns, capital requirements, loss provisions, regulatory considerations, etc.
- Proven measurable success in growing sales pipeline
- Superior written and verbal communication skills
- Good judgment and excellent interpersonal skills
- Ability to operate in a fast-paced environment and recognize and focus on critical issues
- Salesforce specific CRM experience a plus
What We Offer You:
- Competitive salary and stock option plan
- 100% paid coverage of medical, dental and vision insurance
- Flexible PTO
- Competitive 401(k) and RRSP program
- Opportunities for professional growth and development
- Paid parental leave
- Health & wellness initiatives
#LI-Remote #BI-Remote
For California residents: Upgrade's California Notice at Collection and Privacy Policy describes our practices regarding the collection, use, and disclosure of the personal information of job applicants.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Upgrade does not accept unsolicited resumes from staffing agencies, search firms, or any third parties. Any resume submitted to any employee of Upgrade without a prior written agreement in place will be considered the property of Upgrade, and Upgrade will not be obligated to pay any referral or placement fee. Agencies must obtain advance written approval from Upgrade's Talent Acquisition department to submit resumes and only in conjunction with a valid, fully executed agreement. English is required for all positions, as it involves interacting with staff at Upgrade's offices worldwide.
