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Hybrid Investor Coverage & Business Development Pro

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: First Citizens
Full Time position
Listed on 2026-08-31
Job specializations:
  • Sales
    Business Development, CRM Systems & Management
Salary/Wage Range or Industry Benchmark: 54000 - 72000 USD Yearly USD 54000.00 72000.00 YEAR
Job Description & How to Apply Below

First Citizens is seeking a Sales Advisor to support the Investor Coverage & Business Development team in onboarding clients, conducting prospect research, and content creation. The role involves pre/post event support, KPI reporting, and maintaining data quality in CRM systems.

Responsibilities include coordinating with sales ops, managing prospect data, and assisting with outreach campaigns to drive new business opportunities.

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