Senior Director, Solutions Delivery Portfolio Manager

Job Locations
US-CA-San Francisco


At First Republic, we care about our people. We offer extraordinary client service in private banking, private business banking, and private wealth management. Founded in 1985, 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 at First Republic. 


Incredible teams doing exceptional work, every day.

The Financial Crimes Risk Management group consists of anti-money laundering, economic sanctions, foreign corruption, fraud, and corporate security.  Our program is designed to ensure protection of our clients, the U. S. financial system, and our country from illicit actors who exploit banking services with nefarious and criminal intent.  Our fraud group protects our clients and Bank from losses while the Bank’s physical security team protects our clients, visitors, employees and Bank’s monetary and physical assets.


Aligned to our department, the Senior Director, CSI Solutions Delivery Portfolio Manager will lead a team of professionals to execute a roadmap and business as usual (BAU) activities. In close partnership with our business stakeholders and Regulatory Corporate Technology, will be responsible to provide strategic direction and tactical execution of all work under the portfolio.


What you'll do as a Senior Director, Solutions Delivery Portfolio Manager:

  • Provide oversight over all Solutions Delivery activities for aligned department and programs. 
  • Ensure all stakeholders across the enterprise are included and aware of activities and impacts.
  • Ensure communication channels are effective and underlying work is meeting Project Management Office (PMO) and Solutions Delivery standards.
  • Establish continuous improvement work items to continue forward movement toward maturity and efficiency standards consistent with all Solutions Delivery methodologies and processes.
  • Act as champion for business owner(s) requirements across technology forums
  • Accountable for quality and timeliness of the delivery of agreed upon work efforts

Bring tremendous value to the supported departments as a key partner with aligned stakeholders:

  • Provide tactical and strategic services
    • Central Point of Contact to create and manage non-operational work queue
      • Manage system items, process engineering items, audit findings, Disaster Recovery (DR) and Business Continuity Plan (BC) etc.
      • Proactively manage the queue in working with stakeholders to set priorities and set expectations on how the work will get done.
      • Provide upstream, downstream, system and business process impact analysis to clearly articulate sequencing and interdependencies of work items.
      • Provide solution alternatives; analyze to root cause and identify solutions that resolve underlying issues.
      • Articulate the progress of each item, issues, risks, decisions needed, etc. in work queues.
  • Proactive and Consistent Communication
    • Schedule and lead meetings, take ownership of the planning activities and establishing execution plans.
    • Provide timely updates and communications.
  • IT liaison
    • Act as central voice from department(s) to Regulatory Corporate Technology and IT colleagues.
  • Characteristics
    • Highly self-motivated individual who wants to provide an exceptional level of service.
    • Business partner mindset who works with stakeholders to achieve goals by fully utilizing the available technology and tools.


You could be a great fit if you have:


Must Haves

  • Bachelor’s degree or higher
  • Ten or more years of program / project management experience and demonstrated success
  • Experience with and appreciation of the intricacies of a highly government-regulated environment
  • Subject Matter Expert in fraud technologies and data acquisition
  • Ten or more years directly managing individuals in similar environment
  • Must be able to work independently and with minimum direction
  • Demonstrated ability to execute complex projects within budget and on time
  • Strong interpersonal, organizational, team building, mentoring, and communication (written and verbal) skills
  • Must be able to serve as a beacon for groups that are striving for better coordination; this implies advanced skills in persuasion
  • Ability to build relationships at all levels of the enterprise and with external vendors
  • Previous experience in:
    • Data warehouse (PM, BA, or QA experience)
    • ETL
    • Information technology and information systems
    • Banking
    • Business and data analysis
    • Conducting gap assessments
    • Creating product, service, and/or systems inventory
  • Expert in MS Office, MS Visio, and MS Project
  • Ability to multi-task and respond to with multiple priorities.
  • Information Technology experience in a related field

Even Better

  • Familiar with Financial Crimes policy and regulatory standards
  • Business Intelligence projects with ETL related deliverables
  • Familiar with Actimize IFM and other Fraud technologies

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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