VP, Head of Financial Institutions
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 last year, 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 well established, we are still in the early days of this new platform and there is still an opportunity to have a very significant impact.
Upgrade has been named a 'Best Place to Work in the Bay Area' by the San Francisco Business Times and Silicon Valley Business Journal. The Company was also recently named the #1 Personal Loan option in Q4 2017 by LendingTree customers.
We are looking for new team members who get excited about creating, designing and implementing new and better solutions to join a team of just over 250 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.
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.
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
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