First Republic Bank

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Wealth Manager Onboarding Coordinator

Wealth Manager Onboarding Coordinator

Job Locations 
US-CA-San Francisco
Wealth Management

More information about this job



*This position will be located at our Corporate office in San Francisco, CA*


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 Onboarding Coordinator supports the Recruiting and Business Development managers in bringing investment professionals into Private Wealth Management. The critical function of the job will be to work on all aspects of readying the work environment for new hires. This person will prepare for the arrival of new hires by working with internal service providers (Marketing, Compliance, Information Services, Access & Identity Management, Technology Support, and Administrative Services) to ensure new hires have all tools and resources at hand to immediately service clients upon joining PWM. In addition, the Administrative Associate supports PWM’s recruitment efforts by providing assistance with scheduling, meeting logistics, updating the recruiting pipeline report and filing expense reports. In addition, the Administrative Associate will play a key role in implementing organizational structure around the recruiting and hiring process for Senior Wealth Management professionals. Some travel to other First Republic Bank locations may be necessary.






Preparing for the arrival of new investment professionals.

This includes:

  • Ordering business cards, announcement cards, and other collateral as needed
  • Ensuring the physical work environment is set up for new hires, including the ordering and placement of office supplies
  • Testing Technology to ensure computers and telephones are operational and set-up correctly
  • Tailoring the firm’s announcement memo to welcome the new team to PWM
  • Working with Compliance to complete the regulatory summary of new investment professionals’ experience
  • Working with Marketing to create PWM biographies of new hires
  • Working with Marketing to create other individualized marketing collateral for new Wealth Managers
  • Working with Administrative Services to ensure entry badges and parking passes (as applicable) are prepared in advance
  • Ordering First Republic branded items as needed for client meetings
  • Working with Access & Identity Management and Information Services to resolve any hardware or software issues
  • Building out infrastructure through implementation of an organizational structure to support Wealth Manager recruiting efforts
  • Assisting with the institutionalization of the Wealth Manager hiring process

Support PWM’s recruitment efforts by providing assistance with scheduling, logistics, updating the recruiting pipeline report and filing expense reports.


Perform duties & responsibilities specific to department functions & activities or as assigned by supervisor.


Participate in the development of department policies and/or procedures and assist with client specific projects as assigned.


Responsibilities include the following:  1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training,  4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank. 




Skills, Knowledge and Abilities:

  • Ability to further the First Republic Bank culture and values
  • Ability to multi-task with strong time management and organizational skills
  • Excellent communication skills
  • Attention to detail
  • Natural curiosity
  • Highly motivated and able to adapt to changing priorities
  • Ability to be a team player with positive energy
  • Willingness to learn/ask questions
  • Prioritization and knowing when to escalate issues
  • Able to anticipate potential issues and escalate to management
  • Ability to work in a fast-paced environment
  • Financial services experience a plus
  • 4-year college degree strongly preferred
  • Series 7 license a plus or two years of investment industry experience
  • Proficient in Excel and Word
  • Ability to travel to other locations as needed

Physical Requirements:

  • Vision must be sufficient to read data reports, manuals and computer screens.
  • Hearing must be sufficient to understand a conversation at a normal volume, including telephone calls and in person.
  • Speech must be coherent to clearly convey or exchange information, including the giving and receiving of assignments and/or directions.
  • Position involves sitting most of the time, but may involve walking or standing for brief periods of time.
  • Must be able to travel in a limited capacity.



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