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SVB - Relationship Manager I, Investor Coverage and Business Development

AT First Citizens Bank
First Citizens Bank

SVB - Relationship Manager I, Investor Coverage and Business Development

San Francisco, CA

Overview

Join SVB, a division of First Citizen's Bank, as a part of the Investor Coverage and Business Development group in the Bay Area. As trusted advisors, building a supportive ecosystem for the investor community and their portfolio companies is the primary focus of our team.

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 banking expertise delivering best-in-class lending, leasing and other financial services coast to coast. Parent company First Citizens BancShares, Inc. (NASDAQ: FCNCA) is a top 20 U.S. financial institution with more than $200 billion in assets.

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The Vice President I role, Venture Capital Relationship Management is part of the Investor Coverage and Business Development group in NYC. As trusted advisors, building a supportive ecosystem for the investor community and their portfolio companies is the primary focus of our team. The primary responsibility of the Vice President I role is to assist the management of an assigned client portfolio supporting Directors and Managing Directors across the team.

Responsibilities

Key responsibilities:
  • Support the VCRM team in managing a large national portfolio of investor and firm relationships, including investor meeting and portfolio review preparation.
  • Assist Directors and MDs in developing unique events and programming to help clients succeed and enhance SVB's brand image as the leading bank for technology companies.
  • Drive the "Next Gen" strategy and build relationships with pre-partner investors at key VC firms in the New York market
  • Assist team with quarterly and monthly reporting deadlines.
  • Support the team in tracking and analyzing key internal metrics.
  • Analyze and manage internal and external data sources to identify top clients and prospects, predict fundraising needs, and extract industry trends.
  • Be seen as an internal thought-leader on the VC ecosystem by staying up to date on relevant tech news and investment trends.
  • Start to develop a network of VC and relevant ecosystem partners and leverage these relationships.
Qualifications

  • Bachelor's degree with a minimum of 4 years of experience working in the tech ecosystem, consulting, or financial services OR High School diploma or GED with 8 years of credit analysis and portfolio management experience.
Preferred Qualifications
  • Knowledge of the venture industry, technology sectors, business models, and fundraising trends
  • Familiarity with the Fortune 500 landscape, including an understanding of corporate functions
  • Excellent verbal, written, analytical, and communication skills
  • High proficiency in Microsoft Office; Tableau preferred but not necessary
  • Ability to work independently and in a team environment to complete assigned tasks and take on new initiatives
  • Must be organized, detail-oriented, and able to work on multiple tasks at any given time
  • Focused on SVB's Values, Success Drivers and Corporate Goals


Knowledge of banking products and operations, along with technology sector (Fintech, Consumer, Enterprise, Hardware) experience is a bonus
The base pay for this position is generally between $117,832 - $176,748 per year. 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.

First Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: https://jobs.firstcitizens.com/benefits.

Client-provided location(s): San Francisco, CA, USA
Job ID: FCB-25635-en-us
Employment Type: Full Time

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • HSA
    • HSA With Employer Contribution
    • Fitness Subsidies
    • Mental Health Benefits
    • Virtual Fitness Classes
  • Parental Benefits

    • Family Support Resources
    • Non-Birth Parent or Paternity Leave
    • Birth Parent or Maternity Leave
    • Adoption Leave
    • Fertility Benefits
  • Office Life and Perks

    • Commuter Benefits Program
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Volunteer Time Off
    • Leave of Absence
  • Financial and Retirement

    • 401(K)
    • 401(K) With Company Matching
    • Financial Counseling
    • Profit Sharing
  • Professional Development

    • Access to Online Courses
    • Internship Program
    • Leadership Training Program
    • Promote From Within
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)

Company Videos

Hear directly from employees about what it is like to work at First Citizens Bank.