Relationship Manager Development Specialist

Job Locations
US-NY-New York


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

The Relationship Manager Development Program is a training program, designed specifically to prepare successful applicants to become highly successful Relationship Managers (RMs) who are well versed in Single Family Residential products. Relationship Managers build and maintain a relationship-based client portfolio, identify lead product opportunities, and offer a diversified product portfolio to a sophisticated, high net worth client base. An RM’s responsibilities include developing and maintaining private client, professional, and business banking relationships, as well as offering deposit accounts, investment advisory accounts, loans and lines of credit, and trust and brokerage referrals to meet their client’s needs.


What you’ll do as a Relationship Manager Development Specialist:

  • Help put the right processes, programs, and resources in place to enable every colleague to develop and grow meaningful careers at First Republic
  • Collaborate with HR team members and internal clients to support learning programs that enhance the knowledge, skills and engagement of our 7000+ colleagues
  • Support enterprise-wide onboarding and cultural integration, leadership, and professional development programs, events and initiatives
    • Collaborate with Program Leads to manage nominations, invitations and registrations for in person and virtual trainings and events
    • Materials development and managing of event logistics including hotel accommodations, catering, and AV needs
    • Collaborate with E-Learning team to track registrations and attendance in Learning Management System
    • Manage program resource creation and delivery, including materials, mobile event applications and inventory of onboarding collateral
    • May require work commitments 2-3 evenings and/or weekends per month to assist onsite with events
  • Contribute to a positive learning culture


You could be a great fit if you have:

  • Bachelor’s Degree with a minimum of 2 years of professional experience
  • Experience in Learning and Development program support, and facilitation of in-person and virtual training to a variety of audience sizes preferred
  • Experience in event planning and execution strongly preferred
  • Experience with data management and LMS platforms preferred
  • Team and utility player managing multiple priorities while remaining positive and flexible
  • Passion for learning and providing excellent service to our internal clients
  • Highly organized with high level of accuracy and strong detail orientation
  • Productive and comfortable in a fast pace environment with a service focus
  • Excels in communicating up, down and across organization, from front line team members to executive leadership
  • Continuous process improvement mindset to maximize team’s efficiency

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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