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Responsibilities include but are not limited to:
- Lead assigned partner programs from commercial handoff through due diligence, contracting, implementation, launch readiness, and ongoing oversight.
- Serve as the primary day-to-day relationship manager for assigned partners, establishing governance routines, coordinating communications, and maintaining clear ownership of issues, decisions, and other open items.
- Coordinate partner due diligence across Financial Crimes Compliance, Regulatory Compliance, Privacy, Information Security, Financial/Credit, Third-Party Risk Management, and other applicable control functions; track document requests, questions, findings, approvals, and remediation items through completion.
- Develop and maintain integrated onboarding and program plans, including milestones, dependencies, risks, decisions, and escalation paths, while coordinating implementation activities that may run in parallel with due diligence and contracting.
- Partner with Product to translate approved program requirements into implementation plans and support testing, user acceptance testing, initial production validation, and go-live readiness.
- Coordinate with Operations, Risk, Compliance, Legal, Finance, Treasury, Technology, and other stakeholders to confirm that operational processes, controls, agreements, reporting, and support models are ready before launch.
- Lead ongoing relationship oversight for assigned programs, including recurring business reviews, performance monitoring, issue management, change requests, and escalation of material risks or service concerns.
- Monitor program performance and partner obligations using agreed metrics, including account and transaction activity, deposits, fee revenue, service levels, exceptions, incidents, complaints, and required reporting, as applicable to each program.
- Maintain complete and current program documentation, including governance materials, approvals, implementation records, risk decisions, issue logs, and partner communications.
- Identify opportunities to improve onboarding, operating processes, controls, partner experience, and scalability; contribute lessons learned and reusable standards as the Partner Banking portfolio grows.
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