Business Development Associate, Fintech Partnerships

Purpose:

FinWise 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 FinWise's payments, lending, and card program partnership criteria.
• Maintain and update the CRM system (HubSpot)/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, LinkedIn, 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 FinWise's partnership structures, compliance considerations, and deal economics.
• Take on increasing ownership of prospect relationships as skills and industry knowledge develop.