Director Global Fund Banking Relationship Mgmt at First Citizens Bank | California | Rezi

Director Global Fund Banking Relationship Mgmt at First Citizens Bank

Director Global Fund Banking Relationship Mgmt

First Citizens Bank · California

1 months ago

Director Global Fund Banking Relationship Mgmt

First Citizens Bank · California

a month ago
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About the Role

GFB Relationship Management roles are responsible for cultivating, acquiring, growing, and maintaining Private Equity and Venture Capital client relationships. This involves building deep relationships with influential individuals, cross-selling the SVB platform of products, and orchestrating cross-functional teams to optimize the client experience.

Responsibilities

  • Maintain and expand existing relationships in the venture capital space.
  • Provide advisory and consulting guidance to key venture firm relationships across multiple geographic markets.
  • Collaborate internally with key constituents and product delivery channels.
  • Manage a portfolio of clients and influential relationships.
  • Build and grow relationships and drive new business opportunities.
  • Understand the capital structure of private market investment firms (Private Equity and Venture Capital).
  • Maintain general management responsibility of the client portfolio and ensure planning for client business needs.
  • Act as a brand ambassador for SVB and manage assigned client relationships in conjunction with the Credit Solutions team.
  • Evaluate client relationships to ensure SVB has relationships with decision makers, with increased focus on moving beyond CFO where appropriate.
  • Ensure planning for the lifecycle of firm needs and identify potential solutions.
  • Seek opportunities to represent SVB at events, speaking panels, and interviews.
  • Establish a plan to cover referral sources and regularly meet with service providers to build and maintain a referral network.
  • Curate events that bring clients together and build a sense of community.
  • Independently prospect and develop new client relationships, ensuring key prospects in the target market are identified and covered.
  • Position the entire SVB platform of products, including debt, treasury, foreign exchange, and private bank.
  • Ensure employees are motivated and feel a sense of value at work.
  • Play an active role in coaching and personal development.

Requirements

  • Bachelor's Degree and 6 years of Sales or Relationship Management experience in the private funds space OR High School Diploma or GED and 10 years of experience.
  • Direct experience working with Venture Capital firm CFO's, covering and delivering financial products to small ($100M) and large ($1B=) fund sizes.
  • Proven track record of developing and maintaining effective relationships in the venture and private equity markets.
  • Proven ability to maintain an extensive network of business relationships, including the executive management of clients, prospects, referral sources, and other influential relationships in the market, with an emphasis in the venture capital space.
  • Adept at building, managing, and scaling a book of business.

Skills

  • Relationship Management
  • Sales
  • Private Funds
  • Venture Capital
  • Private Equity
  • Capital Structure
  • Cross-selling
  • Business Development
  • Networking
  • Coaching
  • Personal Development

Location

  • Nor Cal

Work Type

  • Hybrid

Experience Level

  • 6 years of Sales or Relationship Management experience in the private funds space
  • 10 years of experience

Education Level

  • Bachelor's Degree
  • High School Diploma or GED

Salary/Compensations

  • $268,200 - $357,600 annually

Benefits

  • Competitive, thoughtfully designed, and quality benefits program.
  • More information can be found at https://jobs.firstcitizens.com/benefits.

About the Company

  • Together, Silicon Valley Bank and First Citizens offer you the strength and stability of a diversified financial institution with a 125-year tradition of service and the personalized approach of a nimble financial partner.
  • First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts.
  • Headquartered in Raleigh, N.C., First Citizens has built a unique legacy of strength, stability and long-term thinking that has spanned generations.
  • First Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial finance expertise delivering best-in-class lending, leasing and other financial services coast to coast.
  • Other specialty groups include syndications, TMT, Commercial Real Estate, Energy, Healthcare, Equipment Finance, and Sponsor Finance.
  • Parent company First Citizens BancShares, Inc. (NASDAQ: FCNCA) is a top 20 U.S. financial institution with more than $200 billion in assets.