Managing Director Strategic Banking Accounts

Monstro•New York, NY

7d•$450,000 - $550,000•Hybrid

About The Position

Monstro provides the AI-powered Financial Intelligence System for regulated financial institutions. It enables banks and wealth managers to deliver continuous, personalized, governed Financial Guidance to every client, not just the top tier, across their entire financial life: saving, borrowing, investing, planning, protecting, and preparing. Meaningful Financial Guidance has only ever been available to a small portion of people. We are changing that, through the institutions people already trust. Institutions already have the relationships, the data, and the context to understand each client; Monstro turns that understanding into guidance that helps each person understand, decide, and act. For clients, that means clearer decisions, proactive support when life changes, and a better view of their financial lives. For institutions, it means deeper relationships, more clients served consistently, and more of each client’s financial life managed in one place. What makes this possible is how the system is built. Governance is not an added feature; it is foundational. Every recommendation reflects the institution’s own views, policies, and permissions. Every output can be audited, traced, and reversed, and client data stays under the institution’s control. Generative AI is used to build and configure the system; at runtime, execution is deterministic, so every output can be explained and stood behind, not just trusted. We are building for a high-stakes industry where the work has real consequences. Guidance only matters if people can trust it and institutions can govern it. The challenge is to make Financial Guidance more personal and more available without making it less trusted: to build AI that institutions can audit, explain, and reverse, in a domain where being wrong carries real cost. That is what makes the problem hard, and the work meaningful. This is not a simple AI problem; it takes product judgment, technical depth, regulatory discipline, design quality, and a team that moves quickly without lowering the bar. Monstro is moving from vision to market: launching with financial institutions, growing the team, and building for the enterprise in one of the most regulated industries. You will be expected to think clearly, communicate directly, move with urgency, hold a high standard, and take responsibility for work that matters. We are an early team building something ambitious, and what you do here will shape both the product and the company.

Requirements

A senior individual contributor, not a sales manager.
Personally carried a number and closed $3M–$5M ACV deals (contributing to $10M+ multi-year platform commitments) into Tier-1 or large regional financial institutions.
Demonstrated repeatable sales motion. You can walk through how you build pipeline from cold, how you qualify, how you advance, and how you close — with specifics, not slogans.
Closed deals in accounts where you had no pre-existing relationship at the start of the cycle.
Operator mindset. You are energized by ambiguity.
Sold at an early-stage or new-category company before — ideally where the deck, the case studies, and the pricing model didn't fully exist yet — and you helped build them.
Write your own follow-ups, run your own discovery, and don't wait for enablement to ship.
Financial services depth. Real working knowledge of bank infrastructure, operational realities, security posture, and regulatory regimes.
Personally walked deals through bank procurement, InfoSec, and risk review, and lived to tell about it — and you can talk about compressing that process, not just enduring it.
Executive credibility. You hold your own in C-suite engagements with CEOs, Presidents, CIOs, CTOs, Chief Digital Officers, Chief Risk Officers, and Heads of Wealth or Trust at US middle-market and regional financial institutions.
Translate technical and regulatory value into commercial outcomes the executive cares about.
Technical literacy. Comfortable engaging substantively on cloud, data architecture, APIs, AI governance, and security frameworks.
Can hold a technical conversation without a sales engineer in the room.
Data-driven self-management. You run your own pipeline like an operator runs a P&L: clean stages, honest forecasts, weekly inspection, and ruthless prioritization of where your time goes.
Comfortable building the playbook, not just executing one. You are excited about helping shape narrative, pricing, segmentation, and motion alongside leadership — and producing the artifacts that the next ten sellers will use.
US travel readiness. Willing to travel substantially across the US to lead executive engagements and deal orchestration as the pipeline demands.

Nice To Haves

Former bank-side leadership experience is a significant plus, but only if you have subsequently proven you can originate, negotiate, and close enterprise technology deals from a cold start.

Responsibilities

Personally close platform deals
Own a quota. Personally lead pursuit and close of $10M+ platform commitments with US middle-market and regional financial institutions.
Run the full cycle: prospecting and pipeline development, discovery, technical evaluation, security and procurement review, commercial negotiation, and close.
Maintain a clean, honest forecast. Inspect your own pipeline before anyone else has to.
Build pipeline through a repeatable motion
Generate qualified pipeline through deliberate outbound, executive briefings, partner channels, events, and targeted content — not solely through your personal network.
Use existing relationships as accelerants; build new ones from cold where they don't exist. Demonstrate that you can produce pipeline in accounts where you start with zero warmth.
Maintain disciplined account plans with named economic buyers, identified internal champions, documented compelling events, and mutual close plans.
Help define the strategic GTM motion
Translate every deal into reusable assets: ICP and account segmentation, qualification criteria, discovery frameworks, objection libraries, ROI models, security and compliance response templates, and competitive playbooks.
Partner with the CEO and Product leadership on pricing, packaging, and positioning. Bring the institutional buyer's voice into the building.
Help establish the forecasting cadence, pipeline review rhythm, and deal-stage definitions that the strategic organization will run on.
Drive expansion inside closed accounts
Convert initial platform deployments into broader adoption — additional divisions, additional use cases, deeper integration — through coordinated expansion plans with Customer Success and Product.
Build the early reference base. Your first wins create the proof points for the next ten.
Navigate regulated procurement at scale
Drive InfoSec, regulatory, legal, and procurement processes in parallel with commercial negotiation. Anticipate the gates; don't get caught by them.
Coordinate Legal, Security, and Compliance internally to clear approvals on first submission wherever possible.
Multi-thread deliberately: build simultaneous relationships across risk, technology, and business-line stakeholders so no single gatekeeper can stall a deal, rather than relying on one champion to carry it alone.
Represent Monstro externally
Be a credible voice with strategic buyers — executive briefings, industry forums, selective public speaking, and customer references that compound pipeline.
Scale the team, when the deals justify it
As closed revenue and pipeline justify it, help recruit additional strategic AEs and supporting roles — initially as a player-coach, and over time, potentially as a sales leader. Team-building is earned by sold pipeline, not the other way around.