Investor Coverage Sales Advisor – Innovation Banking

First Citizens Bank; San Francisco (CA); Hybrid; USD 54,000 - 72,000; Full time

Job summary

First Citizens Bank seeks a Sales Advisor to support Investor Coverage within Innovation Banking. The role involves onboarding clients, preparing reports, tracking KPI trends, and assisting sales teams for meetings.

The position focuses on data management, relationship-building with clients and industry contacts, and coordinating pre/post-event follow-ups, with a hybrid work model in San Francisco.

Qualifications

• Bachelor's degree or equivalent experience.
• High School Diploma or GED plus 5 years admin experience.
• Experience supporting investor coverage or sales ops is a plus.

Responsibilities

• Supports team in achieving core KPIs and builds/maintains dashboards.
• Assists with client onboarding, due diligence, and information requests.
• Manages data sources/CRM to identify top clients and opportunities.
• Supports new business development opportunities and strategic initiatives.
• Maps client events and maintains relationships with stakeholders.

Skills

Administrative experience

Data analysis

Education

Bachelor's degree

High School Diploma or GED

Tools

Pitchbook

Outreach.IO

Job description

First Citizens Bank seeks a Sales Advisor to support Investor Coverage within Innovation Banking. The role involves onboarding clients, preparing reports, tracking KPI trends, and assisting sales teams for meetings.

The position focuses on data management, relationship-building with clients and industry contacts, and coordinating pre/post-event follow-ups, with a hybrid work model in San Francisco.