Advisor, Startup Banking - San Francisco
$83k - $115kUnder Technologies, Inc.
Advisor, Startup Banking - San Francisco About Us Rho is the modern banking platform built for the AI era. Startups and growth-stage companies can 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 Executiveto 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. #J-18808-Ljbffr Under Technologies, Inc.
$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$245k - $285k
...Remote-Friendly (Travel-Required) | San Francisco, CA | Seattle, WA | New York City, NY About Anthropic Anthropic’s mission is to create... ...Anthropic recruiters will never ask for money, fees, or banking information before your first day. If you're ever unsure about...SuggestedContract workFor contractorsFor subcontractorWork at officeRemote workVisa sponsorshipFlexible hours$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...SuggestedWork at officeRemote work
- ...Relationship Banker - San Francisco Financial Market San Francisco, California;San Francisco, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge ( **Bank of America employees are required to meet all** **posting eligibility...SuggestedWork at officeFlexible hoursShift workWeekend 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$25 - $26.77 per hour
...Bank Of America Job Opportunity At Bank of America, we are guided by a common purpose to help make financial lives better through... ...Hours Per Week: 40 Pay Transparency details US - CA - San Francisco - 1640 Van Ness Ave - VAN NESS FINANCIAL CENTER (CA5127), US -...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$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$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 Primary Location...Full time- ...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
$175k - $250k
Associates at California Bank & Trust work in a relationship-centered culture where they... ...Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register... ...Banking Relationship Manager in San Francisco, Walnut Creek, San Jose, CA. Essential Functions...Work experience placementWork at officeFlexible hours$29.08 - $35.54 per hour
About U.S. Bank At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and... ...Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts...Temporary workLocal area$29.08 - $35.54 per hour
...Relationship Banker At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better... ...Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts...Temporary workLocal area$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$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... ...RangeThe expected base salary for this San Francisco, California, United States-based position...Full timeTemporary workPart timeWork at office$83k - $115k
Rho is seeking an Advisor for Startup Banking in San Francisco to identify, research, and acquire mid-market clients. You will generate opportunities, build relationships, and collaborate with Product, Client Success, and Sales teams to tailor banking solutions for growing...$250k
...transparency. Qualifications 0-2 years of relevant experience Previous banking, retail, or sales experience preferred Knowledge of Smart... ...Branch Sales Time Type Full time Primary Location South San Francisco California United States Primary Location Full Time Salary Range...Full time$199.9k - $249.9k
Mercury is revolutionizing finance for startups by building a complete, user-friendly banking* stack. We prioritize creating a secure and seamless experience... ...in New York City, Los Angeles, Seattle, or the San Francisco Bay Area:$199,900—$249,900 USDUS employees outside...$150k - $200k
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from...Temporary workWorldwide$154.2k - $192.8k
...building a complete financial stack for startups, and Risk is how we protect our customers... ...from zero to one. You'll lead Mercury's Bank Charter Readiness work across Fraud,... ...York City, Los Angeles, Seattle, or the San Francisco Bay Area:$154,200—$192,800 USDUS employees...Immediate start- ...operational marketing and administrative support to Private Client Advisors within Wealth Management. Job responsibilities... ...DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING...
- ..., you’ll tackle complex, high‑visibility problems with exceptional teammates and grow your career as we build the future of global banking. If that sounds like you, let’s build what’s next. The Product team at Airwallex is a group of passionate builders and problem‑solvers...Worldwide
$115.4k - $129.8k
...building a complete finance stack for startups. Since we launched Mercury in 2019, our... ...product knowledge, user support, and the US banking* systemPartner in Leadership: Work hand... ...City, Los Angeles, Seattle, or the San Francisco Bay Area:$115,400—$129,800 USDUS employees...Odd job- ...prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$275k
...Investment Banking - Banker - Tech - VP - New York or San Francisco Country: United States of America It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization...Hourly payFull timeContract workWork experience placementWork at officeShift work$160k - $210k
...environment, with 3-4 days per week onsite at Redwood Materials’ San Francisco location. Essential Duties and Responsibilities Planning &... ...function At least 2 years of foundational experience in investment banking, management consulting, or a similarly rigorous analytical...Full timeWork at office3 days per week$37.56 - $45.9 per hour
...Job Description 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 decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared...Temporary workWork experience placement$80k - $100k
Private Banker, PBO - 101 California Street At Citizens Private Bank, as a Private Banker, you will have the opportunity to work in service... .... Maintain and deepen client relationships acting as a trusted advisor. Manage relationships in partnership with the RMs, BBs, and PBs....Work at officeLocal areaFlexible hours- Eastdil Secured Savills is seeking an Associate to join our Hospitality team in San Francisco. The role involves working with senior team members on presentations, financial analysis, underwriting, and transaction execution for hospitality transactions. This position offers...
- ...As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring...Immediate startAfternoon shift
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