Sales Advisor, Life Sciences & Healthcare - Innovation Banking

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

Overview This is a hybrid role with the expectation that time working will regularly take place inside and outside of our Boston or New York office.

Overview This is a hybrid role with the expectation that time working will regularly take place inside and outside of our Boston or New York office. At First Citizens Bank, we believe meaningful careers are built through meaningful relationships. For more than 125 years, we've supported our clients, communities and colleagues through a culture rooted in connection, collaboration and long-term success. At First Citizens Innovation Bank, formerly Silicon Valley Bank, you’ll do more than support innovative companies, you’ll help shape their success. With more than 40 years of experience serving the innovation economy, our teams work closely with clients across technology, life sciences, healthcare, venture capital, private equity, and other innovation-driven sectors providing specialized banking solutions, industry insights, and meaningful connections that help businesses scale and thrive. We combine deep expertise, lasting relationships and meaningful opportunities to help our clients, communities and associates move forward together. Find out more at First Citizens Innovation Banking. The Sales Advisor is responsible for supporting the Relationship Management Life Sciences and Healthcare Innovation Banking team in key initiatives and client onboarding. This includes report preparation, guiding clients through the onboarding process, tracking prospect/client use trends, and assisting sales teams in preparing for client/prospect meetings. The Life Sciences & Healthcare Innovation Banking team serves the innovation economy by partnering with entrepreneurs, startups, and growth-stage, venture-backed companies. The team provides banking, lending, treasury management, and strategic advisory solutions that help innovative organizations scale, accelerate growth, and achieve long-term success. Responsibilities & Qualifications Supports team in achieving core KPIs. Build/maintains dashboards; provides updates against KPIs. Responsible for, data quality, dashboards, pipeline maintenance, for Series A client acquisition/market share goals. Liaise with sales ops and CRM data stewards. Supports the production of client facing events hosted by RM team. Coordinates pre and post event follow-up. Sales campaign coordination.

• Client Support – Assist RM teams with client onboarding and ongoing maintenance, including engaging with clients on due diligence, regulatory and information completeness requests.
• Data Management and Analysis - Manage data sources/CRM to identify top clients and prospects. Determine potential cross-sell opportunities and pain-points in the sales process. Input meeting notes by presenting & aggregating relevant information for calls/visits & attend client mtgs to take detailed notes.
• Business Development Support - Assist RM teams with new business development opportunities and strategic initiatives. Develop and maintain good understanding of SVB's products to anticipate client needs.
• Relationship Management - Map strong client events and network with industry contacts to gain competitive insights and best practices. Maintain relationships with clients and other external stakeholders professionally.
• Administrative and Process Management - Manage time effectively and prioritize tasks. Take ownership of and drive processes, escalating issues when necessary. Adapt to changing demands and requirements.

Basic Qualifications Bachelor's Degree OR High School Diploma or GED/Equivalent and 2 years' experience of administrative or other professional experience.

Preferred Qualifications

• 2+ years of administrative or other professional experience
• Expert in Pitchbook and Outreach.IO, team’s primary resource in assisting teams with these tools
• Bachelor's Degree

Additional Information For Boston, the base pay for this position is relative to your experience but the range is generally $30.00-$38.74 per hour. For New York, the base pay for this position is relative to your experience but the range is generally $30.40-$40.50 per hour. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.