Almfirst
The role serves as a relationship manager for premier financial institution clients, providing investment and balance sheet strategy advice. It involves developing and communicating proactive portfolio recommendations, collaborating with internal teams, and maintaining ongoing client engagement while traveling extensively.
ALM First is a strategic financial advisory firm that partners with banks and credit unions to strengthen balance-sheet management and risk-adjusted performance. They provide tailored advisory services — including asset‑liability management, interest‑rate and liquidity risk guidance, capital planning, and regulatory support — built around practical modeling and implementation. Positioned as a trusted partner, ALM First emphasizes long‑term relationships, pragmatic recommendations, and hands‑on support to help clients achieve more resilient financial outcomes.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Almfirst.
Almfirst didn’t post a salary, so this is our estimate from similar listings.
3% below the average for this role