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 Vice President of Product Management (Portfolio Management & Trading) who will be responsible for product development and evolution of the portfolio management and trading platforms used by our Trading Desks and Wealth Managers.
This individual will partner with the PWM Technology Team, the Trading Desks and other stakeholders across the PWM business to identify the tools and capabilities needed in this area, assess existing platforms, and define a roadmap for achieving the desired future state. This Vice President will be responsible for selecting and leading implementation of new platforms and driving enhancements to existing tools to improve portfolio management capabilities and productivity of Wealth Managers. In addition, this individual will be responsible for monitoring industry and regulatory changes, prioritizing platform enhancements and soliciting/championing the “voice of the user” in planning and design discussions with vendors and internal partners. This individual will work cross-functionally with PWM’s Technology Team, Trading Desks and front line producers (Wealth Managers and Client Service Associates) and will need to be able to manage requests from various groups and prioritize work across multiple fronts. 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 users.
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.
Professional skill/ competency
Leadership skill/ competency
Workplace Environment: General Office Enviroment (Administrative)