Advisor, Startup Banking - San Francisco
$83k - $115kRho Inc
Account Executive
Rho is the modern banking platform built for startups. Open accounts in minutes, issue cards, manage expenses, pay bills, and close the books all in one connected platform backed by real human support.
About the Role
We're looking for an Account Executive to research, identify, and acquire new clients through self-generated leads and establishing active partnerships on a local and national level. You will work with Rho leaders and team members across the organization to deliver on our mission of making finance frictionless for organizations by promoting and implementing Rho's differentiated technology to mid-market clients.
Responsibilities
- Generate new business opportunities by identifying and prospecting potential middle-market businesses.
- Build and maintain strong relationships with existing and prospective clients to maximize account retention and identify upselling or cross-selling opportunities.
- Conduct market research and analysis to identify industry trends, competitive positioning, and potential target clients for effective business development strategies.
- Collaborate with internal stakeholders across Product, Client Success, and Sales Development, to educate the team on banking products and align them with the specific needs and preferences of middle-market businesses.
- Monitor and report on sales activities, market trends, and competitor activities, providing insights and recommendations for continuous improvement and competitive advantage.
- Foster strong collaboration with internal teams to ensure a smooth and efficient sales cycle from initial client engagement through to deal closure and onboarding new clients, while ensuring client satisfaction and long-term relationship building.
- Develop and deliver persuasive sales presentations, proposals, and product demonstrations to potential clients, highlighting the value proposition and benefits of the banking products offered.
- Actively participate in networking events, conferences, and industry forums to expand professional networks, enhance the organization's visibility, and identify new business opportunities.
Qualifications
- 2+ years of experience as a full-cycle sales professional; B2B sales and experience selling business banking/credit card products
- B2B sales background with track record of selling to SMBs/Middle-Market (company revenues $20m+)
- Posses deep local market network; experienced in cold calling and hunting new business
- Understands how to sell into traditional and non-traditional companies
- Experience working in complex sales processes involving multiple stakeholders that are part of the C-Suite
- A passion for networking, building relationships, and being part of a team
- Excellent written and verbal communication skills
- Proficient with sales tools including Salesforce and LinkedIn Sales Navigator
Our people are our most valuable asset. The budgeted base salary for this role is $83,000 - $115,000 with an OTE of $126,000 - $220,000. Base salary may vary depending on relevant experience, skills, and business needs. In addition to base pay, Rho offers equity, healthcare benefits and paid time off.
Diversity is a core value at Rho. We're passionate about building and sustaining an inclusive and equitable environment for all those involved with our mission, including employees, contractors, candidates, customers and vendors. We believe every member of the Rho community enriches our ability to provide a broad range of ways to understand and engage with the market, identify problems, and drive solutions that align with our mission. We welcome all qualified applications and support each of our Rho'ers with ongoing professional growth opportunities.
Rho- ...Category Client Advisory Business Unit Consumer & Community Banking Posting Date 05/07/2026, 08:48 PM Locations 560 Mission St, San Francisco, CA, 94105, US Job Schedule Full time Job Description J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan...SuggestedFull time
$75k - $160k
...capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled... ..., philanthropic planning and private banking and lending services. As client needs evolve... ..., the expected base salary for this San Francisco, California, United States-based...SuggestedFull timeTemporary workPart time$250k
...Job ID: 96027628288Posted: 2026-07-13Location: San Francisco, California, United StatesSalary: $250 000,00 - $500 000,00Category: Private... ...technical approaches and strategies for the area. Citi Private Bank’s objective is to further enhance its ability to build relationships...SuggestedFull timeLocal area$200k - $300k
## Citi Private Bank - UHNW BankerApplyremote type: Hybridlocations: San Francisco California United Statestime type: Full timeposted on: Posted Todayjob requisition... ...financial implications.* Serve as a trusted advisor to clients who frequently seek strategic advice...SuggestedFull time- ...1834, Hingham Institution for Savings is one of America’s oldest banks. The Bank provides commercial mortgage and relationship banking services in Boston, Nantucket, Washington, D.C. and the San Francisco Bay Area. Publicly-traded but family-run since 1993, our objective...SuggestedRemote work
$25 - $26.77 per hour
...Bank Of America Job OpportunityAt Bank of America, we are guided by a common purpose to help make financial lives better through... ...of America)Hours Per Week: 40Pay Transparency detailsUS - CA - San Francisco - 1640 Van Ness Ave - VAN NESS FINANCIAL CENTER (CA5127), US -...Hourly payWork at officeFlexible hoursWeekend workDay shift$28.85 - $33.65 per hour
...; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose... ...an impact. As a Financial Solutions Advisor Stage I (FSA I), your journey begins... ...Week 40 Pay Transparency Details US - CA - San Francisco - 1640 Van Ness Ave - VAN NESS FINANCIAL...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift$100k - $170k
...-Stage Capital, Investment Associate - San Francisco location_on San Francisco, CA, United States... ..., endowments, foundations, financial advisors and individuals. External Investing... ...2-3+ years of experience in investment banking, management consulting, venture capital...Full timeTemporary workPart timeWork at office- ...the outdated credit system and expand access to modern banking.Headquartered in San Francisco, TomoCredit is led by one of Inc.’s Top Female Founders... ...QualificationsAbility to adapt and thrive in a fast-paced startup environment.Hands-on experience editing videos for...Full timeWork at officeFlexible hours
- Bank of America - Guided by a purpose to help make financial lives better, we drive Responsible... ...requirements. As a Financial Solutions Advisor Stage I (FSA I) , you will begin your... ...Technology, and Sales - Banking. Location San Francisco, CA. #J-18808-Ljbffr Bank of AmericaFull timeInternshipWork at officeImmediate startRelocationMonday to FridayShift workDay shift
$231.66k - $289.58k
...Credit Risk# Director, Credit Risk#### San Francisco, California, United States**Why join us... ...By combining global corporate cards and banking with intuitive spend management, bill... ...customer base continues to grow across startups, commercial businesses, middle-market companies...Work at officeRemote workWork from home$250k
...financial implications. Serve as a trusted advisor to clients who frequently seek strategic... ...‑term connections to the Citi Private Bank. Effectively manage client... ...Type Full time Primary Location San Francisco, California, United States Salary Range...Full time$250k
## Managing Director, Private Banker, Downtown San FranciscoApplylocations: San Francisco California United Statestime type: Full timeposted on: Posted Todayjob... ...in line with the fundamental interests of the Private Bank.* Help team members acquire the experience to establish...Full time$90k
...experience in investor relations, equity research, investment banking, consulting, corporate finance, or a related field Undergraduate... ...with the requirements of state and local laws, including the San Francisco Fair Chance Ordinance, Cook County Ordinance, NYC Fair Chance...Full timeWork at officeLocal areaRemote workNight shift$80k - $90k
...Merrill Wealth Management Financial Advisor Merrill Wealth Management is a leading provider... ...insights of Merrill coupled with the banking convenience of Bank of America.... ...Pay Transparency details US - CA - San Francisco - 555 California St - Bofa Center - 555...Interim roleWork at officeLocal areaImmediate startShift workDay shift$23 - $31 per hour
...building relationships with customers by supporting everyday banking needs through in?branch interactions, scheduled conversations,... ...for Visa sponsorship Posting Location(s): ~2595 Mission St SAN FRANCISCO, CA 94110 United States of America ~557 Castro St SAN...Work experience placementFlexible hours$23 - $31 per hour
...will build relationships with customers by supporting everyday banking needs through in-branch interactions, scheduled conversations,... ...for Visa sponsorship Posting Location(s): ~3027 16th St. San Francisco, CA 94103 ~2300 16th St. San Francisco, CA 94103 ~1726...Full timePart timeWork experience placementMonday to FridayFlexible hours$150k - $160k
...Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 188... ...experienced Associate (1st or 2nd year) to join our team in San Francisco. Associates serve as critical members of the team. You will participate...Immediate startMonday to Friday$175k - $250k
Commercial Banking Relationship Manager - San Francisco, Walnut Creek, San Jose, CA Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships...Work experience placementWork at officeLocal areaFlexible hours$75k - $160k
...capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled... ..., philanthropic planning and private banking and lending services. As client needs evolve... ..., the expected base salary for this San Francisco, California, United States-based...Full timeTemporary workPart timeWork at office$24.92 - $30.46 per hour
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial... ...Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background...Temporary workLocal area$37.56 - $45.9 per hour
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial... ...Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background...Temporary workWork experience placementLocal area$250k
.... Qualifications 0-2 years of relevant experience Previous banking, retail, or sales experience preferred Knowledge of Smart Banking... ...Family Branch Sales Time Type Full time Primary Location San Francisco California United States Primary Location Full Time Salary...Full timeMonday to Friday$100k - $225k
...1834, Hingham Institution for Savings is one of America’s oldest banks. The Bank provides commercial mortgage and relationship banking services in Boston, Nantucket, Washington, D.C. and the San Francisco Bay Area. Publicly‑traded but family‑run since 1993, our objective...Temporary workWork at officeRemote work$85k - $270k
YOUR IMPACTAs a Family Office Advisor, you will be instrumental in shaping the financial... ...financial planning, investment management, banking, and comprehensive advice to a wide... ...Range The expected base salary for this San Francisco, California, United States-based position...Full timeTemporary workPart timeWork at office- Join our team at J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and... ...spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial...Work at officeLocal area
- ...operational marketing and administrative support to Private Client Advisors within Wealth Management.Job responsibilitiesSupport Advisors... ...DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS,...
$75k - $125k
...strategic clients. You will work with advisors to cultivate deep, enduring relationships... ...planning, investment management, banking, and comprehensive advice to a wide range... ...Range The expected base salary for this San Francisco, California, United States-based position...Full timeTemporary workPart timeApprenticeshipWork experience placementWork at office- ...Private Credit Direct Counsel represents a well-regarded Am Law firm seeking a mid-level Finance Associate to join its market-leading Banking & Private Credit practice, with a focus on growth debt. This is a high-impact opportunity to work on cutting-edge financings for...Private practice
- WIND Ventures is located in San Francisco, CA and is the strategic venture capital arm for COPEC - a leading energy, e-mobility and retail... ...to join the successful pioneering firm bridging global startups to the appealing LatAm growth markets. Since 2019, WIND Ventures...Full time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Advisor, Startup Banking - San Francisco. Be the first to apply!
- hvac comfort advisor San Francisco, CA
- advisor San Francisco, CA
- college advisor San Francisco, CA
- charitable advisors San Francisco, CA
- innovation advisor San Francisco, CA
- comfort advisor San Francisco, CA
- at home advisor San Francisco, CA
- service advisor assistant service manager San Francisco, CA
- care advisor San Francisco, CA
- trade advisor San Francisco, CA



