Director Embedded Finance

Compeer Financial • Rochester, NY

36d • Hybrid

About The Position

This position leads and directs the efficient and effective sales development efforts of Agri-Access, focusing primarily on the development of business with embedders and digital/retail partners. Leads a team that targets high growth agriculture-related technology companies seeking to extend their product offering to financing or other financial services. Provides strategic direction and program alignment with Compeer’s enterprise strategies while guiding the establishment and growth of partner relationships to deliver innovative and valuable solutions to industry and client challenges. Works cross-functionally with Compeer leaders and team members on the acquisition, onboarding, training and business development of new and existing partners, balancing growth and profitability with the organization's risk tolerances. Offers overall guidance and oversight to shared services teams to ensure a cohesive and integrated approach to sales and service.

Requirements

• Bachelor’s degree in business administration, finance, economics, agribusiness or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
• Minimum 10 years of experience in a financial services environment with experience working with young or tech enabled companies.
• Minimum of five years of leadership and management experience.
• In-depth knowledge of federal and state (Illinois, Minnesota, and Wisconsin) laws, regulations and compliance requirements specific to the financial industry and Farm Credit.
• Strategic thinker with a focus on innovation.
• Proven leadership with demonstrated ability to evaluate, engage, motivate, mentor, train, delegate, reward and lead remote team members.
• Excellent listening, written and verbal communication skills, including the ability to communicate at all levels of the organization and with customers.
• Skilled in developing and maintaining interpersonal relationships.
• Demonstrated high level of integrity.
• Excellent problem solving, decision making and organizational skills.
• Strong analytical skills with attention to detail.
• Flexible and adaptable to changing situations.
• Ability to remain objective in balancing business needs and risk.
• Ability to work independently and collaboratively with other teams to achieve goals and represent the business.
• Strong computer skills, including MS Office applications and customer relationship management (CRM) programs.
• Valid driver’s license.
• Must be authorized to work for any employer in the United States.
• Compeer is unable to sponsor or take over sponsorship of an employment visa at this time.

Responsibilities

• Identifies, develops and implements all new business development strategies and tactics.
• Oversees strategies and programs to ensure strong, profitable working relationships are established and maintained.
• Establishes goals and objectives for new business development and profitability.
• Guides others towards achieving these goals and tracks overall performance and results.
• Manages existing and prospective high-profile client accounts.
• Collaborates with other leaders to identify, develop and implement highly effective marketing and brand management strategies and tactics.
• Coordinates marketing communications, advertising, CRM management and e-business.
• Works closely with Digital Marketing and Business technology to deliver product enhancements in concert with Compeer governance structures.
• Collaborates with other departments to lead the development of strategies and the delivery of services to digital partners.
• Actively engages in identifying, developing and implementing strategic priorities and plans for Agri-Access and Compeer.
• Represents Compeer in Company communications internally and externally.
• Proactively recognizes emerging trends in order to strategically position Compeer for long-term success.
• Collaborates with other lending partners, including Farm Credit, in order to position the business unit to offer products and services nationally if needed.
• Prepares action plans in response to reviews, audits and examinations.
• Champions the brand; serves as a role-model for the vision, mission and values of the organization.
• Communicates business expectations and goals to the team and is responsible for team results.
• Selects, develops, motivates, coaches, evaluates and rewards department team members and leaders.
• Promotes a positive work environment that leverages the talents and abilities of team members in achieving organizational and team goals.
• Assesses talent and determines the division of responsibilities and how the team should be organized.
• Determines and effectively communicates performance standards and development plans and assesses performance against standards.
• Drives continuous process improvement within the team.
• Works closely with the leaders in Credit and Operations to develop and implement credit products, programs and processes, ensuring the most efficient, effective delivery of credit and that products offered align to Compeer's risk tolerances.
• Coordinates with loan operations, legal, finance and related teams to facilitate the onboarding and ongoing training of both new and existing clients.
• Partners with technology and related governance structures to launch, maintain and implement credit and financial services delivery systems that add value to client platforms.

Benefits

• Hybrid model – up to 50% work from home
• Flexible schedules including ample flexibility in the summer months
• Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match)
• Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP
• Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off
• Learning and development programs
• Mentorship programs
• Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.)
• Professional membership/certification reimbursement and more!

What This Job Offers

• Job Type: Full-time
• Career Level: Director