• Sr. Director Salesforce and Workflow Automation Technology

    Job Locations
    US-CA-San Francisco
    Information Services
  • Overview

    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 Engineering and supports development and implementation of Wealth Management’s technology initiatives. 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 engineering delivery leader for the team. The technology delivery leader 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 lead end to end like technology strategy, requirements, design, development, testing, deliverable preparation and other related activities across various PWM groups.


    • Provide delivery leadership and direction on one or more projects while maintaining a high quality level of service while maintaining alignment to the Bank’s goals and strategy. 
    • Develop technology strategy and roadmap for a Salesforce platform and work flow automation platforms
    • Provide vision and inspiration to deliver engaging, innovative, and client-centric wealth management technology solutions.
    • Provide leadership in solution design and architecture for Salesforce & workflow automation applications projects, Analytics and integrations
    • Build positive relationships and partnership with internal users, peers, engage key business stakeholders.
    • Oversee the design, scoping, implementation, and testing in short agile release cycles of in-house development and vendor implementations end-to-end.
    • Perform prioritized planning and execution of the product development and release schedules while iteratively defining & refining development processes as the team grows.
    • Drive continuous process improvements


    Experience & Education

    • Bachelor’s degree in Information systems or related degree preferred
    • 10+ years of experience delivering enterprise solutions to financial services organizations as a manager delivering complex system solutions
    • 5 + years of experience leading Salesforce Service Cloud, Marketing, Sales Cloud and community platforms
    • 2 + years of experience leading business process management technology
    • 3+ years of experience in Capital Markets/Financial services.


    Professional Skills/Competency

    • Strong Technical understanding of Salesforce capabilities(Sales, Marketing, Service, Data management, and analysis) including integrations with various systems
    • Deep understanding of Lightning platform, apex code, visual force pages, visual force and workflows/approval rules using custom code
    • Have strong experience in enterprise application integration including SOA, BPM, APIs, Web Services (SOAP/RESTful), Micro Services, Containerization (Open Shift Containers, Kubernetes and etc.)
    • Experience working with API gateway solutions (Apigee, Mulesoft Anypoint platform, AWS API Gateway)
    • Organized and capable of managing multiple complex projects on tight deadlines without compromising quality, and comfortable working with dynamically evolving requirements
    • Establishes and maintains key performance indicators (KPI’s) and service level agreements (SLA’s) for the optimization of metric-driven Engineering Service delivery
    • Communicate and collaborate with all roles in the technology department, including technology management, product management, technical product owners, engineering and quality engineering
    • Provide and maintain staff engagement and motivation, becoming a role model for the team and contributing towards positive outcomes
    • Experience in Agile & Waterfall project management methodologies
    • Strong business orientation with broad experience in wealth management processes and change initiatives
    • Skilled at identifying and evaluating existing operations and new developments and gauging appropriate opportunities for the business
    • Focused on development/ improvement of products and services to support continuous evolution of a more competitive and profitable Bank
    • Deep understanding of Enterprise Frameworks


    Leadership Skills/Competency

    • Proven ability to build high performing teams and motivate people, instill accountability, and achieve results in a rapidly changing environment
    • Outstanding verbal and written communications skills with the ability to listen, articulate positions, and influence outcomes beyond direct areas of ownership
    • Consistently demonstrates and follows high standards of integrity in business decision-making

    Personal Skills/Competency

    • A positive, enthusiastic attitude and the ambition to tackle challenging issues
    • Looks toward the broadest possible view of an issue/ challenge; can easily pose future scenarios; can think globally about all aspects of the Bank; can discuss multiple considerations of an issue and forecast them into the future; understands how the Bank works, competes, serves clients, and generates shareholder value
    • Negotiates skillfully in tough situations with internal and external groups; can be both direct and diplomatic
    • Can quickly find common ground and solve problems for the good of all; is a team player and encourages collaboration


    Mental/Physical Requirement

    • The ability to learn and comprehend basic instructions; understand the meanings of words and respond effectively; and perform basic arithmetic accurately and quickly.
    • Vision must be sufficient to read data reports, manuals and computer screens.
    • Hearing must be sufficient to understand a conversation at a normal volume, including telephone calls and in person.
    • Speech must be coherent to clearly convey or exchange information, including the giving and receiving of assignments and/or directions.
    • Position involves sitting most of the time, but may involve walking or standing for brief periods of time.
    • Must be able to travel in a limited capacity.


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