SVB - Vice President I, Technology Relationship Banking

First Citizens Bank
Richardson, United States
Permanent
Full-time

Responsibilities

  • Develop strong relationships with pre-Series A founders, clients, prospects and partners. Early stage constituencies include accelerators / incubators, law firms, universities, industry groups, early stage investors (angel groups, VCs etc), and 3rd party firms who may add value to portfolio clients by augmenting SVB products and services or by offering adjacent solutions.
  • Assist Managing Director with new business development opportunities, events, and strategic initiatives. Represents SVB at events in market.
  • Lead client onboarding journey, collaborating with Managing Director and Product Advisor to understand client's strategy and financial needs.

Post-onboarding, proactively engages client to review services and ensure client understanding and utilization.

  • Analyze and manage data sources to identify top clients and prospects. Determine potential cross-sell opportunities, predict fundraising needs and extrapolate industry trends;
  • Develop and maintain deep understanding of SVB's products and anticipate clients' needs for these products;

The VP should approach each client engagement, electronic or live, as an opportunity to advise clients and to improve their business standing through that advice.

We strive to establish ourselves as trusted advisors more than 'bankers'. The VP will engage and build relationships with key client stakeholders to remain well-informed of industry developments and able to respond to changing circumstances while appropriately balancing client and SVB needs.

Qualifications

High School or GED plus 6-8 years of Relationship Management experience OR Bachelor's degree plus 2-4 years of Relationship Management experience.

Preferred Qualifications

  • An individual who is energized by developing new client relationships and creatingmunity and ecosystem. Highly skilled relationship-builder who can effectively interact with a variety of different personalities and backgrounds
  • Possess a strong network in the tech startup ecosystem
  • Self-starter who thrives on orchestrating a unique and seamless client experience;
  • Someone who knows their way around a set of financial statements, as a means to understand and anticipate apany's capital needs;
  • Ability to manage time and prioritize
  • Highly resourceful with strong problem solving skills
  • Strongmunication, negotiation, marketing and closing skills.
  • Strong understanding of various technology verticals, business models, and theponents of the innovation economy / start-up landscape
  • Strong understanding of the business trends impacting the Innovation Economy

LI-BB1 Job ID 23514

30+ days ago
Related jobs
Promoted
Hispanic Technology Executive Council
Irving, Texas

Manage relationships with key contacts at career centers. Desire to be in a service-oriented environment with enthusiasm and high level of interest in Recruiting and Program Management. Intellectual curiosity and a desire to learn about financial services and talent development. Strong relationship ...

Promoted
Relate Search
TX, United States

Are you an accomplished IT executive ready to lead the digital transformation of a global organization? Our client, a leading telecommunications company, is seeking a Senior Vice President of Global IT to define and drive their technology strategy, leveraging innovation and cutting-edge solutions to...

Promoted
Hispanic Technology Executive Council
Irving, Texas

Familiarize with AWS cloud, prepare to migrate applications, services, and data to AWS. Familiarity with AWS cloud, prepare to migrate applications, services, and data to AWS. ...

Goldman Sachs
Dallas, Texas

The Repurchase Vice President will be responsible for overseeing the management and optimization of highly time-sensitive recovery, repurchase and contractual obligation activity to support the firm’s Residential Mortgage Trading Desks for varied asset classes including agency/non-agency new origina...

Promoted
Hispanic Technology Executive Council
Irving, Texas

Within the Enterprise Excellence organization under COO, Citi has established Global Business Services to simplify the bank by breaking down silos and driving ownership end-to-end by business service, where each business service provides a specific product or outcome to an external end-user (e. Corp...

Goldman Sachs
Dallas, Texas

Agency Loan Servicing interacts with Investment Grade & Leverage Finance Bankers, Credit, Legal, Loan Negotiation Group, various Middle Office teams and Bank Debt Portfolio Group to service facilities where Goldman Sachs is named Administrative Agent. Timely and effective communication as well as hi...

Bank of America
Plano, Texas

Perform data cleansing and analysis of large data sets in multiple formats (Relational database, Object Oriented Database, HDFS and Webservices) and experience with job schedulers & jiras. ...

JPMorgan Chase Bank, N.A.
Plano, Texas

As a Vice President within Global Technology Transformation, you will be responsible execution and day to day management of strategic technology transformation programs. JPMorgan Chase is seeking a Vice President to join our Technology Transformation Program team within Corporate Finance. Our histor...

JPMorgan Chase & Co.
TX, United States

You will cultivate strong relationships with both your clients and with internal stakeholders by working closely with coverage partners that own the broader client relationship, to ensure efforts, communication, and focus are coordinated and consistently. Additionally, it is important to align with ...

Goldman Sachs
Dallas, Texas

Demonstrated client service focus and ability to build relationships successfully. Founded in 1869, we are a leading global investment banking, securities and investment management firm. ...