Managing Director, Strategic Partnerships Business Development

Managing Director, Strategic Partnerships Business Development

The Managing Director, Strategic Partnerships Business Development is responsible for developing, managing, and expanding strategic partnerships that drive deposit growth and client acquisition across Fortis Bank's Self-Directed IRA (SDIRA) and specialty banking platforms. This individual will identify new partnership opportunities, deepen existing relationships, and work cross-functionally to deliver exceptional partner and client experiences.

The ideal candidate is a strategic thinker, relationship builder, and growth-oriented leader with experience in financial services, retirement solutions, business development, or partnership management.

Business Development

• Develop and maintain strong relationships with centers of influence (Wealth Management Consultants, CPA/Tax Advisors, Estate Planning & Trust Attorneys, SDIRA Custodians, Real Estate Professionals) and represent the bank through active market and community engagement.
• Ensure minimum SDIRA deposit annual production standards are being met or exceeded.
• Develop and maintain a robust pipeline, including accurate activity reporting and forecasting to support performance management and sales transparency.
• Collaborate with partners to identify new opportunities for growth and expansion, including both deposit and lending needs, to create long-term relationships for the Bank.
• Monitor industry trends and competitive developments to identify emerging opportunities.
• Operate within the bank's risk appetite, ensuring all prospecting, onboarding, and deal structures adhere to legal, compliance, and regulatory standards.

Relationship Management

• Create annual growth plans and business objectives for current strategic partner relationships.
• Conduct regular business reviews and partner relationship discussions.
• Work collaboratively with internal teams to resolve partner concerns and enhance their experience.
• Develop initiatives to increase partner engagement, retention, and growth.

• Bachelor's Degree required.
• Located in the Denver, CO or Salt Lake City, UT metropolitan areas.
• Minimum of 10-15 years of experience in a business development position required.
• Minimum of 5-7 years of experience in financial services, retirement services, fintech, or related industries preferred.
• Proven ability to proactively source, qualify, and advance new provider-client opportunities required.
• Deep understanding of financial solutions, including deposits, loans, and treasury management products required.
• Familiarity with Self-Directed IRAs, Solo
  401(k), IRA Checkbook Control, and Non-Recourse Loan structures preferred.
• Knowledge of working with custodians, trust companies, and/or estate planning/trust attorneys preferred.
• Knowledge of Salesforce or similar CRM required.
• Excellent relationship-building and communication skills.
• Strong organizational time management skills, problem solving skills, and the ability to quickly grasp concepts and processes with limited guidance from management.
• Must be able to work in a team environment with the ability to interact well, and in a positive manner, with co-workers and management.
• Strong written and verbal communication skills.
• A positive and collaborative approach with both peers and management.
• Versatility, flexibility, and a willingness to work on changing priorities with enthusiasm.

Reporting Structure

Reports to the Head of Strategic Partnerships

Office Requirements

This position offers a hybrid work schedule and is required to work in a Fortis Bank office location at least 4-5 days per week.

Travel Requirements

The position requires approximately 40% travel, primarily to meet with prospective and current partner-client relationships across the country.