Head of Private Wealth Management Technology Platforms and Engineering

ID
2020-10144
Job Locations
US-CA-San Francisco
Category
Information Services

 

Overview

 

At First Republic, we care about our people. Founded in 1985, we offer extraordinary client service in private banking, private business banking and private wealth management. We believe that personal connections are everything and our success is driven by the relationships we form with our colleagues and clients. You’ll always feel empowered and valued here. Incredible teams doing exceptional work, every day.

First Republic Private Wealth Management (PWM) is a financial advisor firm based in San Francisco, California. Acquired by First Republic Bank in 1999, the firm has grown to employ nearly 300 advisors and hold over $100 billion in assets under management. The firm offers investment management services, financial planning services and insurance to its clients. The Private Wealth Management business offers services to individuals, trusts, pensions, defined contribution plans, profit-sharing plans, banks, corporations and other business entities.

 

In Technology, we support First Republic’s employees and clients through the acquisition, integration and management of the Bank’s information technology systems and services. We drive innovation and explore emerging technologies so our people can be productive and focus on what matters most —providing extraordinary service.

 

The First Republic Bank’s Head of Private Wealth Management(PWM) Technology Platforms and Engineering is responsible for owning and managing PWM’s Application/Platform portfolio.  In addition, the candidate is responsible for the definition, coordination and governance of architecture, engineering, frameworks and platforms, data and tech design standards across PWM technology portfolio in alignment with enterprise strategy.

This role reports into the PWM’s Business Technology Partner (Head of PWM Technology). The candidate will partner with First Republic Bank’s broader information services teams to deliver a seamless end-to-end experience for various PWM line of businesses.

 

Candidate should have history of managing and owning Wealth management technology applications/solutions. Oversees and manages a global team of application developers, solution architects, engineers and QA team to rapidly deliver effective solutions to meet the growing needs of the business. The candidate in this role will be involved from inception of ideas till execution and delivery, and in this capacity will work with the tech teams in guiding them through best technology practices.

This individual must possess excellent analytical and communication skills with the ability to reach senior business and technology colleagues. Must be able to influence project direction and make pragmatic decisions to optimize the balance between strategic value, time to market, cost and risk. Maximize leverage by identifying shared services, overlapping capabilities and convergence to standards in order to improve efficiency and quality, and reduce time to value. The candidate will have a broad background in application, data and business aligned delivery experiences. The candidate would be expected to work independently to solve complex problems, and still be technical to possess the soft skills work with a variety of business & tech partners.

 

In the capacity of PWM Technology Head of Engineering, the candidate should:

  • Partner with PWM business representatives and transformation leads to develop application portfolio requirements.
  • Help gain consensus on business and technical decision and ensure that appropriate resources are employed to deliver high quality and rapid results.
  • Provide leadership and guidance to PWM application technologists, solution architects, engineers and QA resources.
  • Work with business and transformation partners to make effective decisions by assessing quality vs time-to-market tradeoffs.
  • Interact with executive management, business operations, business product management, and multiple technical teams to own and deliver end-to-end wealth banking solutions.
  • Own and manage ongoing roadmaps and implementation plans.
  • Foster teamwork, communication, collaboration while managing competing priorities. Coach and mentor others helping them develop their careers.
  • Guide other developers and engineers, resolving challenges and ensuring program success.

 

Key Responsibilities

  • Build and foster strong relationships with PWM business teams
  • Build deep and trusted relationships with peer group and enterprise teams involved in sales enablement and efficiency, and data programs
  • Work towards delivery of architecture and technology design that PWM’s target architectures and roadmaps in support of FRB’s PWM business objectives
  • Work with PWM Technology team to drive towards modern delivery processes and platforms
  • Ensure alignment between Technology & Business strategies
  • Develop, maintain and drive adoption of reference architecture across PWM Technology, while maximizing and leverage enterprise-wide standards, practices and shared services.
  • Build & execute the right transparency and governance model to share progress, successes and challenges
  • Ensure alignment between Technology & Business strategies
  • Review investment spend to ensure alignment with target state and roadmaps.
  • Mediate conflicting priorities to drive optimal solutions.
  • Identify duplication of efforts, functional and technical redundancy, and opportunities for shared services. Represent PWM Technology with peer teams – Infrastructure and CTO teams.

Qualifications

  • Minimum 10-12+ years of managing Wealth management (or capital markets in general) applications, and directing architecture, engineering, data and development experiences.
  • Ability to take ownership of the E2E delivery cycle starting with requirements and all the way through implementation
  • Ability to function in a fast-paced environment with shifting priorities and tight deadline
  • Strong technology foundation allowing for a continuous grounding of the business needs against a potential solution
  • Experienced with Cloud native development environment
  • Experience with SDLC methodologies like Agile & TDD, and software tools and automation of development pipeline activities
  • Significant experience working with enterprise architecture patterns and solid working knowledge of enterprise architecture best practice
  • Prior experience of working with growing front-office sales teams
  • Strong interpersonal skills to interact with customers, senior level personnel, subordinates, and team members
  • Good leadership skills to guide and mentor the work of less experienced personnel
  • Ability to work independently and as part of a global team
  • Ability to influence sr. executive stakeholders
  • Ability to work with a team of SMEs to assess needs, understand requirements, and syndicate solutions
  • Act as a trusted advisor to peers and LOB partners
  • Excellent verbal and written communication skills
  • Bachelor's degree or equivalent experience; or advanced degree preferred

Are you willing to go the extra mile because you love what you do and how you can contribute as a team? Do you want the freedom to grow and the opportunity to take charge of your own career?  If so, then come join us.
 
We want hardworking team players. You’ll have the independence to learn, lead and drive change. A culture of extraordinary service, empowerment and stability — that’s the First Republic way.
 
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records, to the extent consistent with applicable federal and/or state law.

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