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 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 Client Lifecycle Management (CLM) Platform Director is responsible for defining and owning end-to-end CRM platform and experiences in support of enabling various LOB teams to build on the platform. This role reports into the VP of Enterprise Platforms. The candidate will partner with First Republic Bank’s various LOB technology teams to deliver a seamless end-to-end experience for FRB Clients.
Candidate must demonstrate a proven history of designing and managing a strategic Customer Relationship Management (CRM) platform, preferably using Salesforce as a platform of choice. Oversees and manages a global team of Salesforce Platform resources to rapidly deliver effective platform to meet the growing needs of the business. Initially focus will be to deliver scalable platform to onboard various LOBs, with an opportunity to define and contribute towards firm wide efforts. 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 delivered via a strategic CRM platform. 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 Client Lifecycle Management (CLM) Platform Director, the candidate should:
You could be a great fit if you have:
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. Come join us!
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.