Regional Director
About the job
- At least 5 years of experience in relationship management, account management, or similar roles.
- Experience in a revenue-generating function and willingness to travel to meet key partners in person.
- Ability to manage multiple clients and work streams simultaneously.
- Comfort with data-driven marketing practices.
- Strong understanding of financial systems, markets, technology, and banking.
- Ability to handle ambiguous problems and shifting priorities.
- Strong communication and interpersonal skills for client-facing and internal interactions.
- Strong problem-solving skills and attention to detail.
- High organization and professionalism.
- Lead institution activation, ensuring a smooth transition from sales to active platform usage.
- Serve as a strategic partner to clients, helping them understand and effectively use platform features.
- Oversee joint marketing activations, coordinating internal teams and client stakeholders.
- Provide ongoing client support, address inquiries, and resolve issues promptly.
- Monitor client usage, identify patterns, and suggest ways to increase platform utilization.
- Develop and maintain long-lasting client relationships as the primary point of contact.
- Work with the founding team and Institution Success team to develop client engagement and usage strategies.
- Identify and communicate upsell opportunities aligned with clients' strategic growth goals.
- Gather and communicate client feedback to drive product improvements.
About the company
ModernFi helps banks and financial institutions manage funding and balance sheets. It provides advisory services and allocates funds to FDIC-member banks, guiding funding markets and asset-liability management. The process involves offering insights, controls, processes, monitoring, and educational materials to help clients conduct due diligence and manage third-party risks, while charging consulting, management, and performance-based fees. ModernFi is not a bank and does not offer deposits; instead, it works with FDIC-insured banks to support their funding needs. The company differentiates itself by focusing on specialized funding-market strategies for institutional clients and by combining advisory services with fund allocation to optimize balance sheets and regulatory compliance. Its goal is to simplify complex funding and ALM topics for banks, helping them improve financial health while managing risk.
Company Size
51-200
Company Stage
Series B
Total Funding
$57.7M
Headquarters
New York City, New York
Founded
2022
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Simplify's Take
What believers are saying
- The July 2026 portal upgrade improves speed, mobile support, and white-label adoption.
- Gale Simons-Poole joined July 2026, strengthening regulatory relationships and enterprise risk programs.
- The September 2025 Series B raised over $60 million, funding expansion and compliance.
What critics are saying
- ModernFi depends on reciprocal-deposit regulation; NCUA or OCC shifts can shrink demand fast.
- Banking incumbents like Q2 can bundle similar sweep tools and squeeze ModernFi's pricing.
- Any deposit-network control failure would trigger regulatory scrutiny and destroy trust across 146 credit unions.
What makes ModernFi unique
- ModernFi CUSO serves 146 credit unions across 41 states as of August 2026.
- NCUA confirmed reciprocal deposits are permissible for federally insured credit unions on March 18, 2026.
- ModernFi launched branded portals and white-labeling for banks and credit unions in July 2026.
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Benefits
- Health Insurance
- Dental Insurance
- Vision Insurance
- Unlimited Paid Time Off
- Company Equity