PWM Digital Product Lead

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

The Digital Channels team is responsible for client focused digital experiences that support our Consumer Private Banking, Corporate, and Private Wealth Management(PWM) businesses. We are seeking a dynamic, organized leader to play a key role in supporting these efforts amidst the rapidly changing digital servicing and sales landscape.


First Republic Bank is looking for someone to join our Digital Channels team and set the vision for our private wealth management experience. We pride ourselves on innovation, execution and ownership with executive leadership that has a passion for the client experience. This role reports directly to our new Head of PWM & Personal Finance Management(PFM) Digital Product and will be responsible for owning the PWM strategy, product planning, team management and leadership throughout the product lifecycle.


In this role, you will partner closely with other lines of business and cross-functional teams within First Republic from concept to delivery of new functionality across multiple digital platforms.

This role is for someone who is a dynamic, organized, collaborative product leader who can set a vision, and play a key role in advancing these efforts with key partners amidst a rapidly changing digital servicing and sales landscape.


This person should be client/user-obsessed, be strongly familiar with the needs of private wealth clients and be able to imagine a digital to human experience that goes beyond today’s basic banking apps.


What you’ll do as a PWM Digital Product Lead:

  • Manage all aspects of the product life cycle, including strategy, business vision, roadmap generation, user story creation, sprint planning and release management
  • Develop a deep understanding of clients’ digital needs, and strong understanding of the applicable services offered by the bank, and related technical infrastructure and processes
  • Accurately solicit and represent the “voice of the customer”
  • Establish OKRs and develop a thoughtful roadmap that achieves these objectives and aligns with the Bank’s broader goals and strategy
  • Stay apprised of industry trends and shifts in the competitive landscape; incorporate relevant products into our digital ecosystem from pilots/POCs, launch into production
  • Work as an effective liaison between the business, operations, technology and other key stakeholders to ensure that client needs are being addressed
  • Work closely with key internal business partners including Marketing, UX, Business, Technology and Operations to manage the cross-channel client experience


You would be a great fit if you are:

  • Experienced with digital product management, specifically in [consumer banking and wealth management]
  • A strategic thinker and a problem solver with a hands–on, can-do attitude and ability to execute methodically
  • Customer-Obsessed. You are deeply empathetic, constantly putting yourself in the shoes of our clients and bankers
  • An individual with high emotional intelligence. You excel at creating relationships and know how to collaborate to drive alignment and change
  • Capable of understanding and discussing complex technical and operational concepts, managing tradeoffs and evaluating new ideas with internal and external partners
  • An excellent and thoughtful communicator with the ability to craft and present insights and influence a diverse set of stakeholders
  • Analytical with a data-driven mindset
  • Proven track record of effecting change by taking ownership and successfully delivering results in a fast-paced, dynamic environment
  • 8-10 years of experience in product management demonstrating your ability to deliver client-centric digital products.
  • Minimum of 5 years of experience in Financial services or Fintech
  • BA/BS degree; Master’s degree or MBA would be a plus
  • Thorough understanding of agile development methodologies and software development lifecycle

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.
  • Must be able to travel as position requires.

Own your work and your career — apply now

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.


We believe that a diverse range of backgrounds and ideas has and will continue to be fundamental to the future success of First Republic.


If you are curious to learn more about this opportunity, we'd love to hear from you.


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.


For New York City-based roles: Mayor Bill de Blasio announced that, effective December 27, 2021, all private sector employers in New York City will be required to ensure that their employees are vaccinated against COVID-19 to attend work in the office. Reasonable Medical or Religious Accommodations may be requested if applicable to you. Please view New York’s Guidance on Accommodations for Workers for more information.


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