Director, Trading & Portfolio Analytics Technology

Job Locations
US-CA-San Francisco
Information Services


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 Director of Trading & Portfolio Analytics Technology manages the team maintaining day-to-day operations of investment technology, as well as evolving along with the changing needs of the business.  


What you’ll do as a Director, Trading & Portfolio Analytics Technology:


  • You’ll work with core business owners and users across the spectrum of the Private Wealth team and be the liaison between technology teams (internal and vendor) and business during trading hours. Other major duties include managing data reporting and analysis projects, working with audit department and related requests, supporting custodial system, and designing/testing of Business Continuity Plans (BCP).  The position must have strong broker dealer and RIA experience of 12 or more years in supporting applications and project management.
  • Ability to collaborate with cross functional teams and having subject matter expertise in Private Wealth Management workflows is key requirement.  Responsible for all upgrades and system enhancements for existing and currently deployed applications within PWM Technology Support environment.
  • This role requires understanding of trading systems, portfolio analytics tools and custodian platforms such as Vestmark, Charles River, SS&C (Global Wealth Platform) or Envestnet (Folio Dynamix). Strong working knowledge of custodian systems such as Pershing NetX360, Schwab and Fidelity.
  • The person in this role will work closely with business leaders across Trading, Operations, Compliance and Supervision to deliver exceptional business solutions based on roadmap provided by product partners.


You could be a great fit if you have:


  • Strong knowledge and background in implementing and managing portfolio analytics tool and order management solutions is highly desired.
  • Must have the ability to interact with senior executive leadership and present thought leadership in clear and concise manner.
  • Having strong communication skills is an absolute must have for this role. There are many situations which will require strong leadership to provide necessary direction to team members while balancing the message with business leaders. The person in role should be able to bring in diverse and competing ideas in thoughtful manner to create consensus around end solutions.
  • Degree in Finance and/or Technology.


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.



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 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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