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Relationship Management Operations- Venture Practice

First Citizens Bank
United States, California, Menlo Park
2770 Sand Hill Road (Show on map)
Apr 24, 2025
Overview

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.


Responsibilities

This role within the Global Fund Banking team will work directly with the Relationship Management team and report directly to the Head of the group, and support their efforts in managing client relationship and new business development. The team is responsible for new business development and expansion of existing relationships, as well as, delivering a wide range of banking solutions for Venture Capital Firms.

Key job functions include but are not limited to maintaining CRM and client interfacing systems like Outreach.io, and ensuring client list and contacts are kept up to date. The VP will help the RMs in their sales process with clients and prospects, including meeting prep, managing client follow-up, and updating management information systems.

The role will also involve interfacing and partnering with other cross-functional teams at the Bank, including Portfolio Management, Sales Operations, Relationship Advisors, FX, etc.


Qualifications

Bachelor's Degree with 2-4 years of sales and relationship support experience, or High School Diploma/GED with 6-8 years of experience.

Preferred Skills:

  • Revenue or Sales Operations experience in a Venture environment
  • Working in a team environment and ability to work with various stakeholders.
  • Interest and understanding of the Venture Capital ecosystem.
  • Private fund structure and formation understanding is a plus
  • Ability to think like an owner, with a solid growth mindset.
  • Attention to detail.
  • Good systems aptitude, with prior experience with Tableau, Outreach.io, and MicrosoftCRM ability to drive efficiencies and scale.
  • Ability to multi-task and work independently in a dynamic environment.
  • Is a problem solver - intellectual curiosity and solutions oriented are key traits we're seeking.

The base pay for this position is relative to your experience but the range is generally $150,000 - $185,000 annually. 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.

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