M&A Director leading high - impact mergers and acquisitions at financial data provider. Driving strategic growth and managing complex transactions with board - level stakeholders.
About the role
- Director of Credit Union System Relations leading strategic partnerships for TruStage financial services. Overseeing team dynamics and cultivating key relationships within the credit union ecosystem.
Responsibilities
- Lead and develop the Credit Union System Relations team to foster strong, strategic partnerships between TruStage and credit union leagues, associations, and system partners.
- Champion a culture of accountability and growth by setting clear goals, providing ongoing coaching and mentorship, and empowering team members to achieve high performance.
- Ensure alignment with organizational priorities while cultivating a collaborative and inclusive team environment
- Pursue and negotiate partnership agreements and strategies for key national credit union associations including America’s Credit Unions, CUES, CSS, AACUC, Inclusiv, DCUC, NLCUP, NASCUS and NACUSO.
- Support senior leadership during negotiations of multi-year state league agreements ensuring they are reflective of the evolving marketplace and TruStage priorities.
- Oversee the execution of performance and relationship agreements.
- Collaborate with Sales leadership, Sales Executives, and Corporate & Legislative Affairs to ensure effective relationships and that league performance goals are achieved.
- Lead league relationship strategy with AACUL leadership, negotiating TruStage agreements—including sponsorships, marketing, and speaker placements—to drive partnership outcomes.
- Oversee partnership divestitures and resolve marketplace conflicts to protect brand reputation.
- Direct interaction with association and league CEOs and senior leadership teams to influence, grow and nurture mutually beneficially relationships through regular communications, collaboration sessions, and attendance at national and state meetings and events.
- Collaborate with Senior Leaders, Sales, Meetings and Events, Marketing Strategy and Media, Communications, Business Office and TruStage Ventures to determine league and association event and meeting strategies, presence, and attendance by company representatives.
- Send leads to sales teams following discussions with credit union leaders at events.
- Facilitate opportunities to differentiate TruStage from competitor’s through financial and strategic support.
- Partner with marketing to execute effective storytelling, through earned, owned and paid media.
- Develop business and marketing intelligence from associations and competitors then disseminate intelligence to TruStage leaders and other associations. Includes development of annual top 30 competitor list.
- Accountable for effective collaboration with internal stakeholders to ensure execution of system partnership strategies.
- Leverage league and association relationships to help TruStage achieve favorable regulatory outcomes.
Requirements
- Bachelor’s Degree in Business and/or Marketing, with a Master’s Degree in Business desirable.
- 10 years of sales and sales management success in a B2B sales channel with a minimum of 5 years in the financial services industry.
- Prior people leadership experience preferred
- Strong business acumen and a measurement-forward mindset is preferred.
- Demonstrated ability to effectively develop and manage marketing plans.
- Demonstrated strong customer orientation.
- Excellent leadership and persuasion skills, with success ability to influence.
- Excellent communication, presentation, and public speaking skills.
- Demonstrated self-starter and ability to work remotely with virtual tools.
- Demonstrated strong written and verbal communication skills.
- Strong project management skills.
- Demonstrated ability to work in a matrix management and team environment.
- Ability to travel 40% of time.
Benefits
- medical
- dental
- vision
- employee assistance program
- life insurance
- disability plans
- parental leave
- paid time off
- 401k
- tuition reimbursement
- flexible workplace
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