Business Development Associate, Fintech Partnerships

Business Development Associate, Fintech Partnerships

HQ - Murray, UT 84107

Position Type

Full Time

Purpose:

Fin Wise Bank partners with innovative fintech companies to deliver card, payment and lending programs. The Business Development Associate plays a critical support role within the commissioned sales team, driving the front end of the partner pipeline — identifying prospective fintech partners, managing early-stage outreach, and keeping deals organized and moving through the sales process.

This is an entry-level position designed as the first step on a defined career path toward a Business Development leadership role (VP level). The person in this role will gain hands-on exposure to how bank-fintech partnerships are sourced, evaluated, and closed — including direct visibility into deal economics, partner due diligence, and relationship management in a regulated banking environment .

Tasks:

Lead Identification & Pipeline Development

• Working with the Business Development team, research and identify prospective fintech companies that align with Fin Wise's payments, lending, and card program partnership criteria.
• Maintain and update the CRM system (Hub Spot)/pipeline tracker with accurate, current prospect information. Create reports with actionable insights from the CRM system.
• Support qualification of inbound leads against baseline fit criteria (business model, target market, funding stage, etc.)

Initial Prospect Communication

• Conduct first-touch outreach to prospective partners via email, Linked In, and phone.
• Respond to inbound inquiries and route qualified prospects to the appropriate senior BD team member.
• Schedule and coordinate introductory calls and meetings between prospects and the commissioned sales team.
• Draft and send follow-up communications to keep prospects engaged between touchpoints.

Sales Process Support

• Organize and track active deals through each stage of the sales process, flagging stalled opportunities.
• Prepare meeting materials, briefing documents, and prospect summaries for the sales team ahead of calls.
• Coordinate internal scheduling across sales, compliance, and product stakeholders as deals progress.
• Maintain organized records of prospect communications, meeting notes, and next steps.
• Assist with light preliminary research on prospective partners (business model, market position, public information) to support the sales team's evaluation process.
• Draft preliminary program summaries and fund flow analyses.

Learning & Development

• Develop working knowledge of card, payment, and lending partnership fundamentals.
• Shadow senior BD team members on prospect and partner calls.
• Participate in internal training on Fin Wise's partnership structures, compliance considerations, and deal economics.
• Take on increasing ownership of prospect relationships as skills and industry knowledge develop.

Knowledge, Skills and Abilities:

• 2+ years of professional experience (sales, or client-facing roles are a plus.)
• Strong written and verbal communication skills.
• Highly organized, with the ability to track multiple prospects/deals simultaneously.
• Comfortable with outbound communication and prospect-facing interaction.
• Proficiency with standard office and CRM tools (e.g., Outlook, Hub Spot or similar).
• Self-motivated with a strong desire to learn a technical, regulated industry.
• Strong proficiency in Excel is a plus.

Required Education / Experience / License :

• BA/BS or equivalent professional experience.

Preferred Education /Experience / License:

• Knowledge of the fintech market beneficial.
• Sales experience is preferred.
• Sit or stand at a computer for extended periods of time and look at a computer screen for several hours a day.
• Effectively ommunicate with others in person, on the phone,…