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.
As part of the Information Services team, the Wealth Management Technology Team drives the vision to create an industry leading, client-centric wealth technology experience. The team is looking for forward thinking, action oriented individuals to help drive the implementation and development of innovative, cutting-edge solutions.
This position reports to the head of wealth management technology and supports the implementation of Wealth Management’s technology roadmap. This role has a key responsibility within First Republic to ensure that our client experience within Wealth Management maintains the highest standards of the Bank. He/she must be a highly motivated, quality driven Salesforce Business Analyst for the team. The Salesforce Business Analyst will consistently deliver solutions meeting the highest standards. While strategic thinking and coordination are important elements of this role, this individual will be required to take a very hands-on role with requirements, design, development, testing, deliverable preparation and other related activities across various functional groups.
Experience & Education