Job Description

Job Location: HQ - Murray, UT 84107

Position Type: Full TimePurpose:

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.

QualificationsKnowledge, 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, HubSpot 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.

Minimum Essential Requirements

• 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, through virtual meetings and email.
• Maintain confidentiality.
• Lift 20 lbs.
• Maintain regular and punctual attendance.
• Work overtime as needed.
• Some travel overnight to visit prospects, key partners, and industry trade shows as required.
• Work cooperatively with others.
• Comply with all company policies and procedures.

Background checks are required on all bank employees due to the accessibility of Personally Identifiable Private Information.

AAP/EEO Statement

FinWise is an equal opportunity employer and dedicated to diversity and inclusion in the workplace. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender identity, sexual orientation, age, marital status, pregnancy status, veteran status, or disability status.

FinWise provides reasonable accommodations to the known disabilities of individuals in compliance with the Americans with Disabilities Act. For accommodation information or if you need special accommodations to complete the application process, please contact the Human Resources Department at (801) 545 - 6041.

Qualified applicants with criminal history and conviction records will be considered in accordance with legal requirements.