We are looking for a highly motivated professional to join our Palo Alto-based team as a Marketing and Business Development Associate.
First Republic Investment Management (FRIM) is an SEC-Registered Investment Adviser (RIA) owned by First Republic Bank. Our team within FRIM traces its roots to Constellation Wealth Advisors, a fast-growing independent RIA that was purchased by FRIM in September 2015. We work exclusively with high net worth clients. Typical clients include entrepreneurs, corporate executives, non-profits, and partners in venture capital, private equity, real estate, and law.
Our team consists 26 professionals in two locations (Palo Alto and New York City). In total, there are 10 client-facing Wealth Managers and 16 supporting team members, and we are looking to expand with the new addition of a Marketing and Business Development Associate.
The Marketing and Business Development Associate will work closely with our team’s ten client-facing Wealth Managers to help uncover and develop new business opportunities. Duties and responsibilities include, but are not limited to: