First Republic is an ultra-high-touch bank that provides extraordinary client service. We believe that one-on-one interactions build lasting relationships. We move quickly to serve our clients’ needs so that their financial transactions are handled with ease and efficiency. Client trust and security are paramount in our line of business. Ultimately, our goal is unsurpassed client satisfaction which will lead to personal referrals – our number one source of new business.
We recognize that our competitive advantage starts with our people and our culture. At First Republic, we work hard and move quickly as a very coordinated team. If you are looking for an opportunity to grow and contribute in a fun, fast-paced environment, First Republic is the place for you. We have exceptional people focused on providing extraordinary service.
The Private Wealth Management (PWM) team is looking for a Director of Product Management, responsible for driving product development, product adoption and evolution of PWM’s performance reporting and analytics platforms. In the near term, this individual will be focused on product management and user adoption of our new performance reporting platform, Addepar. The role will grow to include other reporting and analytics platforms used by our Wealth Managers.
This individual will partner with the PWM Performance Operations team, vendors and partners in PWM technology and PWM business to understand Wealth Manager needs and drive enhancements to the platforms that increase the efficiency and effectiveness of the tools. In addition, this individual will be responsible for monitoring industry, competitor and client trends, prioritizing future product evolution, and soliciting/championing the “voice of the user” in planning and design discussions with the vendor and internal partners. This individual will work cross-functionally with our Performance Analytics Operations team, platform vendors, PWM’s technology team and front line producers (Wealth Managers and Client Service Associates). While strategic thinking and coordination are important elements of this role, this individual will be required to take a tactical role with requirements, design, testing, and roll out/adoption with the field.
Critical features of this job are described under the items above. They may be subject to change at any time due to reasonable accommodation or other reasons. This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
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