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 direction of the Private Wealth Management Program Director, the Project Manager role will manage a project to implement a new Performance Calculation and Reporting Platform. The individual specializes in implementation of new technology and/or performance reporting platforms and is extremely adaptable and has the ability to manage multiple highly complex workstreams. 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, business partners, vendors, and other departments involved. The position may lead/and or direct the work of others. This role requires a self-starter that displays consistent levels of initiative and drive, can follow PMO process and has a mindset that excels in an environment that challenges convention. Having the ability to deeply understand the rationale behind taking a direction and advocating for it, is key. Attention to detail and an ability to continually look around the corner and bring solutions to problems is key.
Line of Business-Specific Requirements: Candidates for this role must have extensive experience working within a performance reporting environment and display a deep understanding and appreciation for the complexities of maintaining such a solution. Experience with performance and performance reporting systems is essential. Must be able to demonstrate a depth of knowledge in performance calculations and reporting, attribution, asset accounting (including Limited Partnerships and Private Equity) and composite reporting. Experience wealth management, brokerage or investment portfolio management is also essential. 6+ years as a project manager is required 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 performance reporting and/or implementation initiatives within a challenging environment. This individual must possess a superior ability to identify developing issues that jeopardize scope, timeline, risk, and/or budget as this project progresses.
Project reporting, governance and transparency is also essential and must be demonstrated through previous achievements and success.