Business Development and Strategy Associate

DR Bank; New York (NY); On-site; USD 135,000 - 165,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Flexible spending account

Health insurance

Life insurance

Paid time off

Vision insurance

Job summary

DR Bank in New York, NY seeks a Business Development and Strategy Associate to join our BD team. You will identify, evaluate, develop, and execute strategic opportunities across banking, fintech, consumer lending, and specialty finance ecosystems.

You will blend business development with financial analysis, fintech market research, relationship and pipeline management, and executive reporting to provide clear visibility to senior management and the Board.

Qualifications

• 2–5 years of relevant professional fintech or banking experience.
• Experience evaluating consumer or small-business lending platforms is a plus.
• Ability to build financial models and present to senior leaders.
• Experience with managing a BD pipeline.
• Familiarity with partnership economics, funding costs, and credit performance is beneficial.

Responsibilities

• Develop and maintain fintech and banking partnerships across ecosystems.
• Build and maintain financial models to evaluate partnerships and transactions.
• Manage the BD pipeline across opportunities and provide updates to leadership.
• Prepare materials for senior management and Board-level discussions.
• Coordinate with Finance, Credit, Risk, Compliance, Legal, Operations, and Technology.
• Ensure compliance with regulatory standards and internal controls.

Skills

Fintech business development

Relationship building

Financial analysis

Pipeline management

Executive reporting

Job description

Business Development and Strategy Associate

Posted: October 30, 2026

New York, NY

We are seeking a highly motivated Business Development and Strategy Associate to join our Business Development team. The Associate will work closely with senior members of the team to identify, evaluate, develop, and execute strategic opportunities across the banking, fintech, consumer lending, and specialty finance ecosystem.

This role combines business development, financial analysis, fintech market research, relationship management, pipeline management, and executive reporting. The ideal candidate will be analytical and execution oriented, with an interest in how banks and fintech companies partner to originate, fund, purchase, and manage consumer and small-business credit products and embedded banking.

The associate will play a central role in managing the Bank’s BD pipeline, developing relationships across the fintech ecosystem, evaluating the economics and risks of potential partnerships, and providing senior management and the Board with clear visibility into business development activities and opportunities.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES:

• Fintech Business Development & Relationship Building
  • Develop and maintain relationships across the fintech, banking, lending, payments, and specialty finance ecosystems.
  • Identify emerging fintech companies, lending platforms, and business models that could represent attractive partnership opportunities.
  • Participate in introductory calls, management meetings, conferences, diligence sessions, and partnership negotiations.
  • Develop a detailed understanding of prospective partners’ products, customers, technology, funding models, credit performance, and strategic objectives.
  • Monitor developments in consumer lending, embedded finance, bank-fintech partnerships, payments, and other relevant areas of financial technology.
• Financial Analysis & Opportunity Evaluation – Build and maintain financial models used to evaluate potential partnerships and transactions, analyzing partnership economics, including origination volumes, loan yields, fees, funding costs, credit losses, servicing costs, capital requirements, and expected returns, as applicable.
• Pipeline Management – Maintain and actively manage the Business Development pipeline across prospective and active opportunities.
• Management & Board Reporting – Prepare materials for senior management and Board-level discussions regarding the Business Development pipeline and strategic initiatives.
• Cross-Functional Execution – Coordinate closely with Finance, Credit, Risk, Compliance, Legal, Operations, and Technology in evaluating and executing fintech partnerships.
• Compliance – Adheres to compliance procedures and internal/operational risk controls in accordance with any and all applicable regulatory standards, requirements, and policies.

KNOWLEDGE, SKILLS and ABILITIES:

• 2–5 years of relevant professional experience in fintech, banking, investment banking, consulting, corporate development, private credit, specialty finance, consulting, or a related field.
• Experience evaluating consumer or small-business lending businesses, fintech platforms, bank partnerships, or specialty finance companies is a plus.
• Familiarity with lending concepts such as credit performance, loan-level economics, funding costs, securitization, loan purchases, forward-flow arrangements, and portfolio performance is beneficial.
• Experience building financial models and preparing materials for senior management, investment committees, credit committees, or Boards is preferred.
• Existing relationships within the fintech, banking, lending, or investment community are a plus.

EDUCATION/EXPERIENCE REQUIREMENTS:

Required Years of Work Experience: 2-5 years of relevant professional experience

Preferred Education/Experiences:

Job Type: Full-time

Pay: $150,000 annually

• 401(k)
• 401(k) matching
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday