Managing Director, Strategic Partnerships Business Development

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Fortis Bank Utah, Midvale, UT, US

6 days ago Requisition

Salary Range: $ To $ Annually

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.

Reports to the Head of Strategic Partnerships

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.

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

Fortis Bancorp is the $1.3 billion bank holding company for Fortis Bank. Fortis Bank is a full-service bank that provides loans, deposits, and cash management services to businesses and their principals, with branch locations in Colorado and Utah. More information about Fortis Bank is available at  .