VP, Head of Financial Institutions

San Francisco
Investor
Full-time

Come drive the transformation of financial services, solve big problems and make a meaningful difference in people’s lives. 

Upgrade, Inc. is a new consumer credit platform that combines personal loans with tools that help consumers understand, monitor and improve their credit. The company raised $60 million in its first capital raise in March 2017, which remains the largest Series A round ever raised by a fintech company. While the founding team is very accomplished and the business model has been proven, we are still in the early days of this new platform and there is still an opportunity to have a significant impact.
 
We are looking for new team members who get excited about designing and implementing new and better solutions for the greater benefit of consumers to join a team of 175 talented and passionate fintech engineers, product, credit, finance, legal, compliance, design, operations and marketing professionals. 
 
We are looking for a Head of Financial Institutions for our Investor team in our San Francisco office.
 
Description:
The Head of the Financial Institutions team will be responsible for building the bank and credit union channel and selling Upgrade’s loan product on a forward flow basis to banks and credit unions. This position reports into the EVP, Head of Investor Group.
 
Responsibilities:
Build and grow the Financial Institutions sales team
Present Upgrade’s unsecured consumer loans and any subsequent products that Upgrade develops to C-level executives at domestic banks and credit unions
Develop best-in-class investor experience and document investor operations procedures
Work with product managers and engineers to ensure integrity of investor data reports
Manage the on-boarding of new investors including account opening and documentation review
 
Skills:
10+ years of experience in investor operations at a financial technology or asset management firm
Strong C-level relationships with major bank and credit unions
Superior written and verbal communication skills
Good judgment and excellent interpersonal skills
Highly organized, detail-oriented and a strong client service orientation
Ability to operate in a fast-paced environment and recognize and focus on critical issues
 
Benefits / Perks:
Great OPEN office location! / Recently renovated and opened office space
Conveniently located in San Francisco Financial District
Competitive compensation package
Comprehensive benefits package: Medical, dental, & vision
Paid time off
Kitchen stocked with beverages, snacks & treats
 
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status