Vice President, Client Lifecycle Management Platform Owner

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

At First Republic Bank, 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 Owner is responsible for defining and owning end-to-end CRM platform and experiences in support of enabling various LOB teams on the platform.


First Republic Bank’s Salesforce Product Owner is responsible for the “what and why” of our process. This person will work closely with customers and stakeholders across all LOBs within the bank to ensure we are getting a good return on our Salesforce investment, defining and owning the end-to-end Salesforce product roadmap. This role will include both tactical and strategic responsibilities as we build out a CRM Center of Excellence to help drive the strategic vision to create a 360-degree view of our customers across the entire organization. This highly collaborative role will work within the business teams to plan and drive the execution of enhancements to drive business results and achieve First Republic Bank’s strategic objectives.


Working as the business / product counterpart to the technology-focused CLM Platform Technology Manager, and partner with Lines of Business aligned Salesforce Product Owners  will partner with First Republic’s various technology leaders to deliver a seamless end-to-end experience for First Republic clients. The successful candidate must demonstrate a proven history of designing and managing a strategic Customer Relationship Management (CRM) platform, with deep expertise of the Salesforce product. Initially, the focus will be to deliver a scalable platform to onboard various LOBs, with an opportunity to define and contribute towards firm wide efforts. Salesforce will become one of the few core platforms utilized across the entire enterprise and this is one of the bank’s most critical and highly visible programs. The candidate in this role will drive the product strategy through deep and detailed interactions with business leaders across the bank, working closely with technology leadership to ensure the technical solutions are well aligned to the expectations and needs of the business.


This individual must possess excellent analytical and communication skills with the ability to reach senior business and technology colleagues. S/he must be able to influence project direction and make pragmatic decisions to optimize the balance between strategic value, time to market, cost and risk.


What you’ll do as a Vice President, Client Lifecycle Management Platform Owner:

  • Assume oversight of the Salesforce product and add-ons, acting as the enterprise Product Owner for all things Salesforce, establishing a multiyear roadmap which drives the product vision
  • Evangelize defined vision constantly to ensure stakeholder alignment, providing context and understanding on the direction for the product
  • Lead development of the product roadmap, establish common business requirements and functional needs across the various LOBs
  • Understand the nuances of how the product will be used by various LOBs
  • Prioritize the product backlog and communicate the highest value work
  • Gather, document and translate business requirements into technical requirements (language/stories/roadmaps/solutions)
  • Drive continual product improvements and inform the product roadmap with new ideas based on ongoing user requests, competitive capabilities, and Salesforce innovations
  • Evangelize the Salesforce product and its capabilities across the enterprise
  • Help gain consensus on business and technical decisions and ensure that appropriate resources are employed to deliver high quality and rapid results.
  • Focus on maximizing Salesforce configurations and minimizing custom development
  • Align with various enterprise initiatives to align the Salesforce platform to conform to various regulatory and audit obligations.
  • Communicate regularly with Senior Management and Executive teams as well as key stakeholders to ensure functionality meets business needs and to manage and develop future releases tied to the roadmap
  • Assist with enterprise-wide preparation and testing ahead of Salesforce platform and related add-ons/integration releases and updates, endeavoring to be ahead of any potential issues prior to the release
  • Foster teamwork, communication, collaboration while managing competing priorities. Coach and mentor others helping them develop their careers.
  • Mediate conflicting priorities to drive optimal solutions.


You could be a great fit if you have:

  • Minimum 12-15+ years of Salesforce Product Ownership within an equally complex organization (ideally with one Salesforce instance across multiple business units)
  • Deep experience of the Salesforce platform (Salesforce FSC, Lightning, Sales & Service Clouds, CPQ, and Communities)
  • Demonstrable skills across Product Management, Business Analysis and Project Management disciplines
  • Strong business judgment and decision-making skills; ability to identify, prioritize, and articulate highest impact initiatives
  • High comfort level driving change, both working in a fluid high growth environment and in driving change through a combination of consensus building and justification of best practices
  • Experience with SDLC methodologies like Agile & TDD
  • Ability to function in a fast-paced environment with shifting priorities and tight deadline
  • 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

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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