Senior Partnership Development Officer

A leading financial services company is seeking a Senior Partnership Development Officer to drive membership growth. The role is responsible for managing multi-layer relationships, including executive-level engagement and partnership with senior leaders to cultivate strategic relationships and drive sustained outcomes. The ideal candidate has demonstrated success in establishing new relationships and strong business development experience.

• $115,000–$128,000 + bonus
• Medical, Dental, Vision Insurance
• 401K – company match

Location:

Houston, TX

Type of Position:
Direct Hire

• Manages an established portfolio primarily consisting of larger companies of ~5,000+ employees and complex organizational environments.
• Accountable for the highest portfolio impact expectations, including 1,000+ new memberships annually and +$8 million in deposit growth driven by sustained penetration and engagement within large partner populations. Ownership of membership, deposit, and loan portfolio performance to drive ROI for the Credit Union.
• Develops and executes partner engagement plans across multiple stakeholder groups, sites, or business units; ensures consistent execution through clear planning, material readiness, and branch coordination. Builds and manages an active pipeline of complex, large companies, cultivating relationships from prospect to partner.
• Cultivates relationships within complex organizations, establishing multi-layer contacts, and navigating organizational dynamics; develops executive-level relationships and facilitates cultivation with Credit Union senior leaders to drive results. Actively networks with external executives and leaders, and partners to drive new opportunities for growth.
• Continues selective acquisition of large, complex organizations, prioritizing opportunities with high impact and clear pathways to growth.
• Serves as an escalation point for complex relationship needs and partner challenges; supports resolution through research, internal coordination, and follow-through while protecting Credit Union objectives.
• Provides practical recommendations for targeted product or service enhancements based on large-company needs and uniqueness (without owning product/project delivery); communicates partner feedback to appropriate internal teams.
• Prepares routine portfolio updates and performance reporting; monitors trends, engagement levels, and relationship health to refine execution plans and sustain results.
• Provides non-supervisory coaching and knowledge-sharing to other partnership managers through best practices and support for complex partner scenarios.
• Represents the Credit Union at SEG events, conferences, and social and business gatherings to expand reach and strengthen executive presence within the market.
• Serves as a subject matter expert in NCUA regulatory requirements and processes for SEGs. May lead the approval and submission of new SEGs in compliance with NCUA and mentor others to build knowledge.

• 8+ years of sales experience required.
• 5+ years of related B2B, business development, and business relationship management experience required, including demonstrated success with complex and/or large corporate relationships.
• Bachelor's degree or equivalent combination of education and experience.
• Demonstrated ability to build relationships, conduct outreach, and execute sales and marketing activities.
• Persuasive, effective communication skills; ability to present products and services clearly in person and via digital channels.
• Ability to plan and execute onsite events and member acquisition activities.
• Proficient in Microsoft Office applications (Outlook, Word, Excel, PowerPoint).
• Excellent customer service skills; organized follow-up and time management.