Director, Eagle Alternatives Operations

ID
2022-15736
Job Locations
US-CA-Los Angeles | US-CA-Los Angeles | 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

First Republic Private Wealth Management is comprised of investment management, brokerage, trust, financial planning and insurance professionals. We offer customized wealth management solutions for our clients from a wide array of services including comprehensive investment management, financial planning, estate planning, trust services, endowment management and more. Our goal is to understand our clients’ unique needs and support them throughout a lifetime of financial goals.

 

The Eagle Alternatives Operations Director will establish a leadership role with Eagle Operations team members, build working relationships with other Eagle platform team members (IR, research, compliance, legal), FRIM Wealth Manager teams and with the platform’s third party service providers.

 

What you’ll do as Eagle Operations Director:

  • Oversee and manage the Eagle Operation’s Financial Accounting team including timely and efficient work delivery, Quality Control and ensuring the team’s compliance with Policies and Procedures.
  • Gain thorough working knowledge in all aspects of the platform in order to assess issues and provide solutions
  • Work closely with the Head of Eagle Operations along with the platform’s stakeholders to establish best practices across the various Alternatives distribution channels
  • Assist with operational Policies and Procedures improvements and ensuring P&P documentation is updated and complete

 

What skills you will use:

  • Strong accounting skills
  • Strong leadership and interpersonal skills
  • Quick learner with strong desire to continue to improve and gain and maintain a thorough understanding of Eagle Operation’s functional role and goals
  • Strong project management skills

 

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.
  • 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.

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.

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