Manager, Business Banking Relationship Management

Brex Brex · Fintech · San Francisco, CA · Sales

Manager of Business Banking Relationship Management at Brex, a fintech company. This role focuses on leading a team to drive adoption of Brex's business account suite, grow Assets Under Management (AUM), and expand customer relationships. It involves coaching, performance management, forecasting, and cross-functional collaboration to achieve revenue targets. The role requires experience in financial services, sales team management, and knowledge of business banking products. Active Series 7 and Series 63 licenses are required.

What you'd actually do

  1. Manage, coach, and mentor a team of Banking Relationship Managers to consistently meet and exceed AUM and revenue targets
  2. Foster a culture of accountability, continuous improvement, and customer-first selling
  3. Conduct regular 1:1s, deal reviews, pipeline inspections, and performance coaching
  4. Own team performance against core banking metrics, including product adoption, AUM growth, and upsell conversion
  5. Own weekly forecasting, pipeline health, and performance reporting for your team

Skills

Required

  • Financial services experience
  • Fintech experience
  • Banking experience
  • Sales experience
  • Sales team management
  • Business banking products knowledge
  • Forecasting
  • Pipeline management
  • Performance management
  • Communication skills
  • Influencing skills
  • Organization skills
  • Data-driven approach
  • Fast-growth environment experience
  • Series 7 license
  • Series 63 license

Nice to have

  • Bachelor's degree in business, finance, or a related field
  • Credit card management familiarity
  • Competitive landscape awareness
  • Sales tools familiarity (Gong, Salesforce, Outreach)
  • Experience scaling a new or evolving team

What the JD emphasized

  • 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)