Managing Director Strategic Banking Accounts

About Monstro

Monstro provides the AI-powered Financial Intelligence System for regulated financial institutions. It enables banks and wealth managers to deliver continuous, personalized, governed Financial Guidance to every client, not just the top tier, across their entire financial life: saving, borrowing, investing, planning, protecting, and preparing.

Meaningful Financial Guidance has only ever been available to a small portion of people. We are changing that, through the institutions people already trust. Institutions already have the relationships, the data, and the context to understand each client; Monstro turns that understanding into guidance that helps each person understand, decide, and act. For clients, that means clearer decisions, proactive support when life changes, and a better view of their financial lives. For institutions, it means deeper relationships, more clients served consistently, and more of each client’s financial life managed in one place.

What makes this possible is how the system is built. Governance is not an added feature; it is foundational. Every recommendation reflects the institution’s own views, policies, and permissions. Every output can be audited, traced, and reversed, and client data stays under the institution’s control. Generative AI is used to build and configure the system; at runtime, execution is deterministic, so every output can be explained and stood behind, not just trusted.

The Work

We are building for a high-stakes industry where the work has real consequences. Guidance only matters if people can trust it and institutions can govern it. The challenge is to make Financial Guidance more personal and more available without making it less trusted: to build AI that institutions can audit, explain, and reverse, in a domain where being wrong carries real cost. That is what makes the problem hard, and the work meaningful. This is not a simple AI problem; it takes product judgment, technical depth, regulatory discipline, design quality, and a team that moves quickly without lowering the bar.

Monstro is moving from vision to market: launching with financial institutions, growing the team, and building for the enterprise in one of the most regulated industries. You will be expected to think clearly, communicate directly, move with urgency, hold a high standard, and take responsibility for work that matters. We are an early team building something ambitious, and what you do here will shape both the product and the company.

About the Role

We are hiring a Managing Director of Strategic Banking Accounts to lead our expansion into the largest financial institutions in the U.S. This is a senior individual contributor role — a quota-carrying operator-seller who personally closes platform deals and helps define the strategic GTM motion as it scales. It is not a sales management role at the outset.

This role is built for an established banking commercial operator who brings deep, current executive relationships within the top 5–100 U.S. banks. You must have working fluency in how procurement, security, risk, and compliance operate at national scale, and the ability to navigate the executive buying process of a large regional or national institution. We are looking for a true, hands-on operator who treats cycle length as something to compress, not a constant to accept.

A warm bank network is a real accelerant here — but it's a complement to active, current selling, not a substitute for it. (See "What This Role Is Not" below for the full picture.)

Why This Role Matters

This is one of the first hires in Monstro's Strategic Accounts build-out, focused exclusively on the top 5–100 U.S. banks. These large regional and national institutions need governed financial intelligence to maintain decision relevance. The first wave of $10M+ platform commitments defines Monstro as the strategic standard for the industry. This hire's early wins define the playbook for the national accounts organization.

The specific value this role brings is institutional navigation: the ability to get a deal through a bank — past procurement, InfoSec, risk, and compliance — without becoming captive to the bank's own pace and process. Beyond near-term bookings, this hire surfaces strategic requirements back to Product, simplifies large-deal complexity, and writes the first version of the repeatable platform motion — qualification, pricing, security posture, deployment shape, expansion patterns. Done well, the artifacts produced in the first 12 months become the foundation of the strategic organization that grows from here.

What You'll Do

Personally close platform deals

Own a quota. Personally lead pursuit and close of $10M+ platform commitments with US middle-market and regional financial institutions.

Run the full cycle: prospecting and pipeline development, discovery, technical evaluation, security and procurement review, commercial negotiation, and close.

Maintain a clean, honest forecast. Inspect your own pipeline before anyone else has to.

Build pipeline through a repeatable motion

Generate qualified pipeline through deliberate outbound, executive briefings, partner channels, events, and targeted content — not solely through your personal network.

Use existing relationships as accelerants; build new ones from cold where they don't exist. Demonstrate that you can produce pipeline in accounts where you start with zero warmth.

Maintain disciplined account plans with named economic buyers, identified internal champions, documented compelling events, and mutual close plans.

Help define the strategic GTM motion

Translate every deal into reusable assets: ICP and account segmentation, qualification criteria, discovery frameworks, objection libraries, ROI models, security and compliance response templates, and competitive playbooks.

Partner with the CEO and Product leadership on pricing, packaging, and positioning. Bring the institutional buyer's voice into the building.

Help establish the forecasting cadence, pipeline review rhythm, and deal-stage definitions that the strategic organization will run on.

Drive expansion inside closed accounts

Convert initial platform deployments into broader adoption — additional divisions, additional use cases, deeper integration — through coordinated expansion plans with Customer Success and Product.

Build the early reference base. Your first wins create the proof points for the next ten.

Navigate regulated procurement at scale

Drive InfoSec, regulatory, legal, and procurement processes in parallel with commercial negotiation. Anticipate the gates; don't get caught by them.

Coordinate Legal, Security, and Compliance internally to clear approvals on first submission wherever possible.

Multi-thread deliberately: build simultaneous relationships across risk, technology, and business-line stakeholders so no single gatekeeper can stall a deal, rather than relying on one champion to carry it alone.

Represent Monstro externally

Be a credible voice with strategic buyers — executive briefings, industry forums, selective public speaking, and customer references that compound pipeline.

Scale the team, when the deals justify it

As closed revenue and pipeline justify it, help recruit additional strategic AEs and supporting roles — initially as a player-coach, and over time, potentially as a sales leader. Team-building is earned by sold pipeline, not the other way around.

The Profile We're Looking For

Primary value: Institutional credibility and navigation — the ability to get a deal through a bank's process, not just to a bank's door.

You bring deep bank credibility : current executive relationships, and a working fluency in how procurement, security, risk, compliance, and the executive buying process actually operate inside a bank — fluency specific enough that you can describe the mechanics (how a vendor risk assessment gets triaged, what InfoSec wants to s