Director, Business Strategy & Operations

Job Locations
US-CA-San Francisco


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

In Data & Client Insights, we are responsible for delivering accurate data reporting to help promote data fluency, improve client service, and inform business decisions across the enterprise. We aim to maximize the value of the Bank’s data to capitalize on competitive opportunities in increasingly sophisticated ways.


The Director, Business Strategy & Operations will work directly with the Deputy Chief Operating Officer (Dy. COO) & Chief Data Officer (CDO), and will be responsible for key strategy and planning initiatives. Qualified candidates will have experience crafting a narrative and translating it to white papers, PowerPoint slides and other forms of communication.


What you’ll do as a Director, Business Strategy & Operations:

  • Organize and facilitate key Departmental priorities
  • Perform quantitative and qualitative analysis, including mining and analyzing data, setting-up financial models, and performing market and competitive research
  • Communicate and summarize of Bank’s Data Analytics and Operations strategy
  • Provide regular project updates and briefing materials for Executive Leadership
  • Keynote addresses at Sales Conferences, Leadership Academy, Training Programs, etc.
  • Presentation decks for Board & Committees, recurring strategic analytics projects, and various studies
  • Narrative drafting, exhibit creation for Bank’s annual business plan
  • Preparation for Bank’s quarterly earnings calls
  • Coordination and execution of special projects: Lead the execution of various projects on behalf of the Dy. COO & CDO as they arise, and translate his goals into actionable business priorities and work streams for the team to execute.
  • Perform other duties & responsibilities as required or assigned

Position will work closely with the following:

  • Enterprise Data
  • Continuous Process Improvement
  • Operations Groups
    • Loan
    • Deposit
    • Wealth Management
  • Information Services
  • Digital Channels

Responsibilities include the following:  1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank. 


You could be a great fit if you have:

  • 3-5 years of experience at a top-tier management consulting firm
  • Proactive, self-directed leader mindset with ability to successfully operate at multiple levels of management
  • Strong analytical and financial modeling skills, with ability to collect, organize, analyze large sets of data efficiently and effectively, draw appropriate conclusions, and make value-added recommendations (adv. Excel, and modest SQL/ Python highly desired)
  • Ability to maintain knowledge on the latest Data and Technology and best practices
  • Demonstrated track record as an outstanding problem-solver and strategic thinker
  • Excellent writing skills
  • Advanced PowerPoint skills
  • Extremely strong attention to detail
  • A high level of organization - administrative aspect of this role requires organizing research, support documentation, version control, etc.
  • Flexibility in a fast-paced, ever changing environment
  • Experience working an iterative working culture, or are comfortable doing so

Job Demands:

  • Must be able to review and analyze data reports and manuals; must be computer proficient.
  • Must be able to communicate effectively via telephone and in person.

Own your work and your career - apply now

Are you willing to take initiative and make decisions? 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 hard working 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.


This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned to meet the ongoing needs of the organization. The Company is an equal opportunity employer. In this regard, the Company makes reasonable accommodations for qualified applicants and employees with disabilities in order to enable them to perform all essential job functions, unless doing so creates an undue hardship.


First Republic is subject to federal laws that restrict the employment of individuals with certain types of criminal histories, including FDIA Section 19 and FINRA. To the extent not inconsistent with our obligations under those federal laws and regulations, First Republic will consider qualified candidates with criminal histories in a manner consistent with the Los Angeles and San Francisco ban-the-box laws.


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