Training & Instructional Design Manager, People Development

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

In Lending Services, we document and fund all loans for First Republic. We’re responsible for servicing bank and investor loan portfolios, as well as responding to client and loan team inquiries. The team also supports sales staff in workflow processes, product development, training and compliance. Additionally, we support lending-based systems and vendors and manage technology projects across First Republic product lines.


The Training & Instructional Design Manager is responsible for the functional oversight of the Job Skills training programs for staff in the Lending Services department, as well as the development of online and self-paced learning content. The Manager will guide the centralized training team on their daily functions to ensure efficient and effective execution and performance. To successfully achieve our production goals, the Manager will partner closely with our Loan Closing/Funding and Servicing teams to understand the business in-depth, assess the critical training needs and provide successful solutions. In addition, the Manager will utilize strong working knowledge of instructional design platforms such as Articulate, Camtasia, and other relevant systems to partner with the training team as well as the Lending Services lines of business to identify, create, and deploy training content to augment existing classroom/on-the-job instruction. The Training & ID Manager will also be responsible for various administrative functions such as vacation scheduling/tracking, attendance monitoring, and other performance related issues. The Manager must be able to partner effectively with the People Development Director to make sound decisions and communicate effectively with the People Development team, other departments, and senior management. The Program Manager will also coach, develop and otherwise supervise a Learning and Development staff of at least 2.


What you’ll do as a Training & Instructional Design Manager, People Development:

  • Identify functional training needs and guide centralized trainers to develop training programs to meet both individual and department goals. Including, but not limited to, the creation and updating of training materials.
  • Coach staff toward building effective functional training programs for key production areas within Lending Services:

    • Consult on optimal structure of training programs to ensure key concepts and processes are clearly and consistently delivered to all new hires.

    • Monitor training program efficacy by assessing new hire retention and learning progress.

    • Conduct frequent and continual check ins with new hires and production managers to ensure programs are augmented and improved as needed.

  • Partner with People Development team members and lines of business to create and deploy self-paced/e-learning content.
  • Provide continual learning opportunities to the centralized training team and People Development as a whole in order to build instructional design knowledge and skill
  • Perform duties & responsibilities specific to department functions & activities or as assigned by supervisor.
  • Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank


You could be a great fit if you have:

  • At least 2 years of leadership experience in the Learning & Development space. 
  • Bachelors Degree Preferred. 
  • 2-3 years in lending or financial services. 
  • Knowledge of residential and or commercial lending a strong plus.
  • Strong working knowledge of MS Word/ MS Excel/ MS Visio/ MS PowerPoint.

  • Proactive individual able to operate efficiently in a fast paced environment.
  • Quick learner and ability to manage multiple priorities.
  • Proven ability to work under pressure and meet strict deadlines.
  • Excellent verbal and written communications skills.
  • Demonstrated skills in organization and strong attention to details.
  • Highly collaborative with proven ability to build strong relationships at all levels and influence key stakeholders.
  • Strong strategic and critical thinking skills.
  • Provides extraordinary service.
  • Furthers the First Republic Bank culture and values.


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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