- Страна
- США
- Зарплата
- 194 360 $ – 242 950 $
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Manager, Business Banking Relationship Management
Отличная позиция в одной из самых успешных финтех-компаний мира с конкурентной зарплатой (OTE до $242k) и возможностью получения опционов. Роль предлагает реальное влияние на продукт и работу с топовыми клиентами рынка.
Сложность вакансии
Высокая сложность обусловлена необходимостью наличия действующих лицензий Series 7 и 63, а также управленческого опыта в специфической нише финтеха и бизнес-банкинга. Роль требует сочетания стратегического лидерства и глубоких знаний казначейских продуктов.
Анализ зарплаты
Предлагаемый совокупный доход (OTE) в размере $194k - $243k находится на верхнем уровне рыночных значений для Сан-Франциско. Это соответствует премиальному сегменту финтех-индустрии, где базовые оклады дополняются значительными бонусами за результат.
Сопроводительное письмо
I am writing to express my strong interest in the Manager, Business Banking Relationship Management position at Brex. With over five years of experience in financial services and a proven track record of leading high-performing sales teams, I am confident in my ability to scale your Banking Relationship Management team and drive significant AUM growth. My background aligns perfectly with Brex’s mission to empower companies with integrated, AI-driven spend platforms.
In my previous roles, I have successfully coached teams to exceed revenue targets by fostering a consultative, customer-first approach. I possess a deep understanding of treasury and cash management products, and I am currently active with Series 7 and 63 licenses. I am particularly drawn to Brex’s fast-paced, innovative culture and am eager to leverage my expertise in pipeline management and cross-functional collaboration to enhance the customer experience and influence the product roadmap.
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Описание вакансии
Why join us
Brex is the AI-powered spend platform. We help companies spend with confidence with integrated corporate cards, banking, and global payments, plus intuitive software for travel and expenses. Tens of thousands of companies from startups to enterprises — including DoorDash, Flexport, and Compass — use Brex to proactively control spend, reduce costs, and increase efficiency on a global scale.
Working at Brex allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We’re committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career.
Sales at Brex
Sales is the growth engine at Brex. We bring in new customers, expand existing relationships, and drive the company’s bottom line. With unlimited territories and uncapped opportunity, your ambition sets the ceiling. We win together, celebrate often, and reward performance. If you want to sell a category-defining product with real ownership, this is your team.
What you’ll do
The Manager of Business Banking Relationship Management will lead and scale a high-performing team of Banking Relationship Managers focused on driving adoption of Brex’s business account suite, including checking, treasury, and sweep products. The Banking Relationship Management team is critical to growing Assets Under Management (AUM), expanding customer relationships, and maximizing long-term revenue across Brex’s customer base.
As a people leader, you will coach, develop, and motivate a team that partners directly with Founders, CFOs, Controllers, and other senior finance leaders. You will combine strategic leadership with hands-on deal support, operational rigor, and cross-functional collaboration to ensure your team consistently exceeds targets while delivering an exceptional customer experience. This role is ideal for a leader who thrives in fast-paced fintech or banking environments, brings strong financial services expertise, and is passionate about building teams that operate as trusted financial advisors to customers.
Responsibilities
- Manage, coach, and mentor a team of Banking Relationship Managers to consistently meet and exceed AUM and revenue targets
- Foster a culture of accountability, continuous improvement, and customer-first selling
- Conduct regular 1:1s, deal reviews, pipeline inspections, and performance coaching
- Own team performance against core banking metrics, including product adoption, AUM growth, and upsell conversion
- Own weekly forecasting, pipeline health, and performance reporting for your team
- Use data to identify trends, risks, and opportunities, and translate insights into action plans
- Work closely with Account Executives, Relationship Managers, Customer Success, Product, and Risk teams to drive seamless customer experiences
- Partner with Enablement to support onboarding, ongoing training, and licensing requirements
- Provide feedback from the field to influence product roadmap and banking strategy
- Partner with leadership to refine processes, coverage models, and go-to-market strategies
- Recruit, hire, and onboard new Banking Relationship Managers as the team grows
- Contribute to building scalable playbooks, best practices, and enablement programs for the Banking organization
Requirements
- 5+ years of experience in financial services, fintech, banking, or related sales roles
- 2+ years of experience managing and developing high-performing sales or banking teams
- Active Series 7 and Series 63 (or ability to obtain/reactivate)
- Strong understanding of business banking products (checking, treasury, cash management, sweep programs, etc.)
- Proven ability to coach consultative, outbound and inbound sellers to exceed goals
- Experience owning forecasts, pipelines, and performance management
- Excellent communication skills with the ability to influence senior finance and executive stakeholders
- Highly organized, data-driven, and comfortable operating in fast-growth environments
Bonus points
- Bachelor’s degree in business, finance, or a related field
- Familiarity with credit card management, encompassing a deep understanding of limits, rewards, and underwriting
- Keen awareness of the competitive landscape, industry trends, and market dynamics
- Familiarity with sales tools such as Gong, Salesforce, Outreach, etc.
- Prior experience scaling a new or evolving team
Compensation
The expected OTE range for this role is $194,360 - $242,950. The starting wage will depend on a number of factors including the candidate’s location, skills, experience, market demands, and internal pay parity. The OTE figure listed here includes base salary and commissions, which may or may not be earned depending on performance. Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package.
Please be aware, job-seekers may be at risk of targeting by malicious actors looking for personal data. Brex recruiters will only reach out via LinkedIn or email with a brex.com domain. Any outreach claiming to be from Brex via other sources should be ignored.
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Навыки
- Relationship Management
- Salesforce
- Financial Services
- Outreach
- Treasury Management
- Coaching
- Gong
- Banking
- Series 7
- Series 63
Возможные вопросы на собеседовании
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Опишите ваш подход к коучингу сотрудника, который не выполняет план по привлечению AUM. Какие конкретные шаги вы предпримете?
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Оценка способности работать в динамичной среде и взаимодействовать с другими отделами.
Приведите пример, когда вам пришлось сотрудничать с отделами рисков или продукта для закрытия сложной сделки. Как вы разрешали возможные конфликты интересов?
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- Страна
- США
- Зарплата
- 194 360 $ – 242 950 $