Regional Director

Modernfi

New York, NY

On-siteCareer-pivot friendly

Who this role is best for

Best suited to relationship-focused professionals with financial industry experience working in a startup environment.

Best fit for

Candidates with a background in client relationship management within financial services
— “experience in a revenue-generating function”
Professionals who thrive in close-knit teams and enjoy shaping strategic direction
— “shape ModernFi's strategic direction during a period of rapid growth”
Individuals who can manage multiple priorities and build long-term partnerships
— “manage multiple clients and work streams simultaneously”

Things to consider

Travel is expected as the role requires in-person meetings with key partners
— “Energized by meeting with key partners in person (and willingness to travel accordingly)”
The role demands a high level of organization and data-driven approach
— “High level of organization and professionalism, and comfort with data-driven marketing practices”

How to stand out

Highlight experience in transitioning clients from sales to active platform usage
— “Lead the institution activation process, ensuring a smooth transition from sales to active usage”
Showcase your ability to identify upsell opportunities aligned with client goals
— “Identify and communicate upsell opportunities based on client's strategic growth goals”
Emphasize your track record in gathering and acting on client feedback
— “Gather and communicate client feedback on the product to drive platform improvements”

Pace · SteadyCollaboration · HighAutonomy · HighDecision Impact · TeamLevel · Senior

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

smooth client activation
increased product utilization
positive client feedback

Typical background

5+ years in relationship managementexperience in financial services

Skills & requirements

Required

Client Relationship ManagementProduct Adoption SupportStrategic PartnershipCross-functional CoordinationProblem-solving

Preferred

Financial Systems KnowledgeBanking Technology Understanding

Stack & domain

CommunicationProblem-solvingFinanceBanking

About the role

Original posting from Modernfi via Ashby

THE OPPORTUNITY
ModernFi is seeking a Regional Director to own the client relationships across the full institution journey, from activation through long-term growth. You will play a crucial role in ensuring client satisfaction, driving product adoption, and fostering long-term relationships with our clients. As the relationship owner for your portfolio, you will ensure clients understand and realize the full value of our platform, surfacing opportunities tied to their growth goals and delivering client feedback to our product teams.
Your work will directly strengthen how financial institutions across the county operate, improving the financial health of millions of Americans. This role offers the opportunity to drive revenue, deepen client success, influence product development, and shape ModernFi's strategic direction during a period of rapid growth.
At ModernFi, your work will directly fuel our vision and mission to serve as systemically important financial infrastructure that drives the American economy and to empower our partner financial institutions to grow and better serve their communities.
THE ROLE
RESPONSIBILITIES
Lead the institution activation process, ensuring a smooth transition from sales to active usage of ModernFi's platform
Be a strategic partner to our clients, ensuring they understand and can effectively utilize all platform features
Oversee joint marketing activations with clients, coordinating between internal teams (Institution Success, Marketing, Sales) and client stakeholders
Provide ongoing support to clients, addressing inquiries and resolving issues promptly
Regularly check in on client usage, identify patterns, and proactively suggest ways to increase platform utilization
Develop and maintain strong, long-lasting client relationships, serving as the primary point of contact
Work closely with founding team and the Institution Success team to develop strategies for increasing client engagement and usage
Identify and communicate upsell opportunities based on client's strategic growth goals
Gather and communicate client feedback on the product to drive platform improvements
ABOUT YOU
Energized by collaborating with clients and experience in a revenue-generating function
5+ years of experience in relationship management, account management or similar roles
Excellent communication and interpersonal skills for client-facing and internal interactions
Energized by meeting with key partners in person (and willingness to travel accordingly)
Proven ability to manage multiple clients and work streams simultaneously
Strong problem-solving skills and attention to detail
High level of organization and professionalism, and comfort with data-driven marketing practices
Ability to handle nebulous problems and shifting priorities with flexibility, patience, and skill
Excited by the prospect of life- and career-changing work in a startup environment
High EQ, trustworthy, and calm under pressure
Strong understanding of financial systems, markets, technology, and banking
ABOUT US
The caliber and character of the ModernFi team set us apart.
We value competence and drive over experience, and look for compassionate people with diverse backgrounds. We appreciate technical ability, dedication, and humble confidence. Above all, we value respect — for our colleagues, our clients, our partners, and ourselves.
Our team pushes each other to be better every day, supports each other when things go wrong, and grows together on this journey. Because we are a close-knit team, we are selective and considerate with every hire.
The people at ModernFi could be doing anything in the world, yet they choose to be here.
BENEFITS
Top-of-market comp, equity from day one
Health, dental, vision. 100% employee covered
401(k) with a broad fund selection
Unlimited PTO
Fully paid parental leave
$100 monthly wellness stipend
Dinner in the office
Relocation to New York
Uncapped equipment
Quarterly team outings
THE PROCESS
If you’d like to learn more, please email us at careers@modernfi.com. Our process is focused on cultural and personality fit. We are excited to get to know you, learn about what motivates you, and ensure that we can accelerate your personal and professional growth.

Source: Modernfi careers (Ashby)