Life Sciences & Healthcare Sales Advisor - Hybrid

First Citizens Innovation Banking; Boston (MA); Hybrid; USD 41,000 - 53,000; Full time

Job summary

First Citizens Innovation Bank is seeking a Sales Advisor to support the Relationship Management Life Sciences and Healthcare Innovation Banking team. The role combines client onboarding, data management, and cross-functional collaboration to drive KPIs.

The position emphasizes building client relationships, identifying opportunities, and coordinating events and activities with RM teams. It is a hybrid role with offices in Boston and New York.

Qualifications

• Bachelor's Degree OR High School Diploma or GED/Equivalent with 2 years of administrative or professional experience.
• Strong ability to onboard clients and manage regulatory/completeness requests.
• Familiarity with CRM systems and data analytics for client opportunities.

Responsibilities

• Assist RM teams with client onboarding and ongoing maintenance, including due diligence and regulatory information requests.
• Manage data sources/CRM to identify top clients and prospects; summarize meeting notes and client interactions.
• Support new business development opportunities; maintain understanding of SVB products to meet client needs.
• Build and maintain client relationships, network with industry contacts for insights and best practices.
• Manage time, own processes, escalate issues, and adapt to changing requirements.

Skills

Client onboarding

Data management

Relationship management

Sales support

Event coordination

Time management

Education

Bachelor's degree

High school diploma or GED

Tools

Pitchbook

Outreach.IO

Job description

First Citizens Innovation Bank is seeking a Sales Advisor to support the Relationship Management Life Sciences and Healthcare Innovation Banking team. The role combines client onboarding, data management, and cross-functional collaboration to drive KPIs.

The position emphasizes building client relationships, identifying opportunities, and coordinating events and activities with RM teams. It is a hybrid role with offices in Boston and New York.