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Website FinWiseBank FinWise Bank

People Moving Forward


The Strategic Partner Onboarding Specialist is directly responsible for the onboarding of new strategic partnerships and the administration of sustainable changes to existing strategic partnerships.  This role is responsible for enforcing bank-approved requirements and guidelines for ensuring the successful onboarding of new strategic partners.  From gathering requirements to project completion, this position is responsible for assisting with the internal coordination of interpreting and approving documents and information submitted to meet bank requirements and guidelines, while ensuring an outstanding customer experience for the strategic partner.


  • Ensures the banks requirements are met to successfully onboard and modify strategic partnerships, while working with partners, project management, program management and business stakeholders to create an excellent customer experience
  • Once a new strategic partnership or change to an existing strategic partnership has been approved by the Project Steering Working Committee, lead the requirements-gathering and internal education required to plan the action steps needed to onboard the new partner or sustainable change in a safe and sound manner
  • Assist in the preparation of risk assessments for strategic partnership
  • Ensure bank criteria are satisfied in accordance with established policies and procedures, and the bank’s defined risk appetite
  • Engage the business and partners to identify problems and challenges, and to define and prioritize requirements
  • Work with Program Management and Project Management to maintain urgency to ensure the company’s major initiatives with strategic partners are on track despite changing requirements and priorities
  • Work with Program Management and Project Management to gather requirements, create and maintain product backlogs and dive into technical details to understand the nuances and complexities of each requirement and backlog item
  • Create detailed user stories and acceptance criteria to ensure each requirement is broken down enough to convey the exact business need
  • Ensure strategic partner work item acceptance criteria for all bank requirements is met, and the fact that it was (or was not) met is clearly documented and communicated
  • Create transparency and clear communication between the bank and the strategic partner by practicing active listening, asking for clarification as needed, and documenting and sharing conversation results with appropriate parties
  • Serve as the liaison between program management, external strategic partners, and internal business advisors during a project
  • Work with the business and Stakeholders to understand the business needs and vision
  • Be an enabler of the Agile process among our teams, coach us into stronger communication and provide exceptional customer service


Knowledge, Skills and Abilities:

  • Can lead requirements-gathering meetings, articulating complex processes and requirements with ease
  • Builds relationships with employees, internal stakeholders, managers, and strategic partners with a foundation of trust
  • Capable of seeing the big picture while executing on the small details of a plan
  • Thinks “outside the box”
  • Understands the fundamentals of risk, compliance, IT and treasury needs when it comes to managing strategic partnerships
  • Ability to solve complex problems in accordance with established policies and procedures
  • Knowledge and understanding of banking technologies, products, and regulations
  • Must have active listening skills
  • Skill in coordinating with others
  • Requires strong skills in attention to detail and the ability to thoroughly complete work tasks
  • Must have the ability to communicate clearly, both orally and in writing
  • Capable of using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems
  • Ability to interact with both internal and external personnel professionally in difficult situations
  • Ability to share knowledge and train others
  • Ability to give and receive constructive feedback

Required Education / Experience / License:

  • At least a high school diploma or equivalent
  • Must be at least 18 years of age at time of hire
  • Minimum 2-years of experience working in a customer-facing and/or business environment

Preferred Education /Experience / License:

  • Five years or more experience in analytical or related work
  • Customer service experience
  • Bachelor’s Degree in business-related field
  • Foundational understanding of banking regulations
  • Experience with project management systems such as Azure DevOps and Trello

Minimum Essential Requirements:

  • Excellent project management skills
  • Must be PC proficient and able to thrive in a fast-paced setting
  • Must be proficient in Microsoft Excel, PowerPoint, Word, and Outlook
  • Ability to sit or stand at a computer for and look at a computer screen for extended periods

Background check are required on all bank employees due to 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 Department of Human Resource Management at (801) 545 – 6050.


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

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