Role description
Director of Banking & Credit Union Partnerships
DocuGuardianRemote | Commission-Based | Potential Equity Opportunity
We Are Looking for a Rainmaker, Not a Cold Caller
DocuGuardian is seeking an experienced banking or credit union professional with a deep network of industry relationships.
If your phone contains CEOs, Presidents, Chief Retail Officers, Wealth Management leaders, and Innovation executives who would take your call today, we want to talk.
This is not a traditional sales role.
We are looking for someone who has spent years building trust within the banking and credit union industry and can help open doors to meaningful partnership conversations.
About DocuGuardian
DocuGuardian is the Intelligent Legacy Hub that helps families organize, protect, and understand their most important life information.
As over $84 trillion transfers between generations, financial institutions face a growing challenge: retaining relationships and assets when wealth changes hands.
DocuGuardian helps banks and credit unions strengthen member and customer relationships by providing families with a secure, governed platform for organizing life-critical information while creating opportunities for deeper engagement across generations.
Our platform is live, SOC 2 Type I certified, and already being deployed through institutional partnerships.
Why This Opportunity Matters
Community financial institutions are under increasing pressure to:
- Retain deposits across generations
- Differentiate beyond rates and products
- Increase member engagement
- Support financial wellness initiatives
- Build stronger household relationships
DocuGuardian provides a simple, high-value solution that can be offered as:
- Member benefit
- Wealth management enhancement
- Financial wellness offering
- Employee benefit
- Community engagement initiative
What You'll Do
Your primary responsibility is opening doors and helping advance strategic opportunities.
You will:
- Introduce DocuGuardian to banking and credit union decision-makers
- Leverage your existing industry relationships
- Participate in sales discussions and strategy
- Help qualify opportunities
- Assist with partnership development
- Support proposal and contract discussions
Founders remain actively involved in demonstrations, solution design, and closing activities.
This is a highly collaborative business development role, not a high-volume cold-calling position.
Ideal Background
We are particularly interested in candidates with experience in:
- Community banking
- Credit unions
- Wealth management
- Financial services consulting
- Core banking vendors
- Fintech partnerships
- Banking associations
Compensation
- Commission-based compensation
- Significant upside for successful partnerships
- Potential equity participation for exceptional candidates
- Flexible, remote arrangement
What Matters Most
We care less about sales certifications and more about relationships.
Send an email (lori@docuguardian.com) telling us:
- How long you've worked in banking or credit unions
- What roles you've held
- Approximately how many senior industry leaders know you personally
- The types of institutions you know best
- Why you believe DocuGuardian could create value for financial institutions
One Final Question
If we gave you a phone today, how many banking or credit union executives could you call that would actually answer?
That's the person we're looking for.