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.
Under the general direction of the PWM Program Director, the Project Manager role manages Corporate Projects and/or small-to-medium Department Projects within the realm of Private Wealth Management. This role is to manage the Workflow Automation Program which leverages Appian as its primary technology platform but also encompasses business workstreams and impacts. The individual specializes in working within an Agile environment, is extremely adaptable and has the ability to manage multiple highly complex workstreams/teams. The role requires a high level of collaboration to define scope, requirements, project governance, design, testing, timeline, and budget. The role requires exceptional communication skills and an ability to build and maintain working relationships with team members, vendors, and other departments involved. The position may lead/and or direct the work of others.
Line of Business-Specific Requirements: Candidates for this role must have extensive experience working within an investments/wealth organization and display a deep understanding and appreciation for the complexities of account opening across a number of registration types. Experience with discretionary portfolio management and/or brokerage providers is essential. 6+ years as a project manager is essential for this role. Candidates with less experience will not be considered.
Candidates must have experience leading highly visible projects across several lines of business. Experience navigating and communicating vertically (from executive-level to technical/detailed level) is critical. Optimal candidates will have a proven track record for delivering on complex initiatives within a challenging environment. This individual must possess a superior ability to peer around the corner for developing issues that jeopardize scope, timeline, risk, and/or budget within each project and between projects in the wealth management portfolio.
Project reporting, governance and transparency is also essential and must be demonstrated through previous projects and success. Attention to detail and an ability to convey relevant information at summary and detailed levels is a key factor to success in this role.
Areas of proven understanding and competency include: