First Republic Private Wealth Management delivers customized wealth management advice and solutions to a wide range of clients, including individuals, families, foundations, and organizations. Our mission is to listen and understand the needs of our clients, provide diverse "best of breed" alternatives, and deliver an unparalleled level of service. The Investment Services Operations Division provides middle-office support to help investment professionals and clients meet their financial goals.
The Team Lead/Associate Director is responsible for helping manage the Separately Managed Account (SMA) Operations team. The role requires a high level of knowledge around SMA/UMA platforms and overlay trading processes. It also requires a high degree of operational and process acumen, as well as service and follow-through with internal stakeholders and external partners in regards to the long-term strategy of First Republic’s SMA enhancements. Working with PWM management, the position will contribute to the development and implementation of middle-office organizational strategies and initiatives. May also include project management duties.
DISCLAIMER: 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.
Key Skills, Knowledge and Abilities:
Educational and Experience Requirements:
Workplace Environment: General Office Environment (Administrative)