Alan & Grant
This role focuses on proactive sales, referral development, and cross-selling to drive deposit mobilization and income generation for a financial institution. The position involves managing customer relationships, ensuring compliance with KYC and AML policies, and promoting digital channel adoption. The incumbent will also monitor portfolio quality and gather market intelligence to support product development.
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 Alan & Grant.
Alan & Grant didn’t post a salary, so this is our estimate from similar listings.
Right around the average for this role
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