---
title: Sr. Sales Advisor Corporate Finance, Innovation Banking
description: First Citizens Bank is hiring for the Sr. Sales Advisor Corporate Finance, Innovation
  Banking role. See the full description and apply.
type: job
url: https://www.foundrole.com/jobs/sr-sales-advisor-corporate-finance-innovation-banking-at-first-citizens-bank-01a0dbb2-2319-7716-94a3-ec12cb71d2ef
date: 2026-09-28T14:22:05Z
og_description: Join First Citizens Bank as Sr. Sales Advisor Corporate Finance, Innovation Banking
  in San Francisco, CA. Pays $38.9–$52.34 per hour.
og_image: https://www.foundrole.com/og/v7n7ga.png
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---

| | |
|---|---|
| **Company** | First Citizens Bank |
| **Location** | San Francisco, CA (Hybrid) |
| **Salary** | $38.9/hr - $52.34/hr |
| **Type** | Full Time |
| **Posted** | Sep 25, 2026 |
## Description

**Overview**  

This is a hybrid role with the expectation that time working will regularly take place inside and outside of our San Francisco office.

**The Sales Advisor** is responsible for supporting the **Corporate Finance** **Relationship Management team in Innovation Banking** 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.

**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 and Communication – 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.

Bachelor's Degree and 1 year of administrative or other professional experience OR High School Diploma or GED and 5 years 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**  

The base pay for this position is relative to your experience but the range is generally $38.90-$52.34/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>.
## Skills

- Outreach
- Due Diligence
- Data Management
- Pitch Books
- Customer Onboarding
- Customer Relationship Management
- Cross-Selling
- Client Support
- Business Development
- Presentation Skills
- Meeting Minutes
- Sales Process
- Maintenance
- Relationship Management
- Communication
- Process Management

## How to Apply

[Apply for this position](https://www.foundrole.com/jobs/sr-sales-advisor-corporate-finance-innovation-banking-at-first-citizens-bank-01a0dbb2-2319-7716-94a3-ec12cb71d2ef?utm_source=ai_markdown)

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