• Sr. Director Salesforce and Workflow Automation Technology

    Job Locations
    US-CA-San Francisco
    Information Services

    At First Republic, we care about our people. Founded in 1985, we offer extraordinary client service in private banking, private business banking and private wealth management. We believe that personal connections are everything and our success is driven by the relationships we form with our colleagues and clients. You’ll always feel empowered and valued here. 


    Incredible teams doing exceptional work, every day

    In Technology, we support First Republic’s employees and clients through the acquisition, integration and management of the Bank’s information technology systems and services. We drive innovation and explore emerging technologies so our people can be productive and focus on what matters most – providing extraordinary service.


    Own your work and your career

    As the Senior Director Salesforce and Workflow Automation Technology, you will lead end-to-end technology strategy, including design, development, testing, deliverable preparation and other related activities across various Private Wealth Management groups to ensure client experience maintains the highest standards of the Bank.


    What you’ll do as a Senior Director Salesforce and Workflow Automation Technology:

    • Provide delivery leadership and direction in alignment with the Bank’s goals, strategy and focus on service. 
    • Develop the technology strategy and roadmap for Salesforce and workflow automation platforms. Oversee solution design, architecture, analytics and integrations.
    • Provide vision and inspiration to deliver engaging, innovative and client-centric wealth management technology solutions.
    • Build positive relationships and partnerships with internal users and peers and engage key business stakeholders.
    • Provide and maintain staff engagement and motivation, become a role model for the team and contribute toward positive outcomes.
    • Oversee the design, scoping, implementation and testing of in-house and external partner implementations in short Agile release cycles.
    • Perform prioritized planning and execution of the product development and release schedules while defining and refining development processes as the team grows.
    • Drive continuous process improvements


    You could be a great fit if you have:

    • A bachelor’s degree in information systems or related degree preferred
    • More than 10 years of experience as a manager delivering complex system solutions to financial services organizations
    • More than five years of experience leading Salesforce Service Cloud, Marketing Cloud, Sales Cloud and community platform, with a strong technical understanding of Salesforce’s capabilities and integrations with various systems
    • More than two years of experience leading business process management technology and more than three years of experience in capital markets and financial services
    • Strong experience in enterprise application integration, including SOA, BPM, APIs, web services (SOAP/RESTful), microservices and containerization (OpenShift, Kubernetes)
    • Hands-on experience working with API gateway solutions, such as Apigee, MuleSoft Anypoint Platform and AWS API Gateway
    • Deep understanding of Lightning platform, Apex code and Visualforce workflows and approval rules using custom code
    • Deep understanding of enterprise frameworks
    • Organizational skills to manage multiple complex projects on tight deadlines without compromising quality, and a comfort level in working with dynamically evolving requirements
    • The ability to establish and maintain key performance indicators (KPIs) and service level agreements (SLAs)
    • The ability to communicate and collaborate with all roles in the technology department, including technology management, product management, technical product owners, engineering and quality engineering
    • Experience in Agile and Waterfall project management methodologies
    • A strong business orientation with broad experience in wealth management processes and change initiatives
    • A skill for identifying and evaluating existing operations and new developments and gauging appropriate opportunities for the business
    • A focus on developing and improving products and services to support the continuous evolution of a more competitive and profitable Bank
    • A 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 the direct areas of ownership
    • The ability to negotiate skillfully in tough situations — both direct and diplomatic, quickly finding common ground as a team player who encourages collaboration, while consistently demonstrating and following high standards of integrity in business decision making
    • A positive, enthusiastic attitude and the ambition to tackle challenging issues

    Job Demands:

    • Must be able to review and analyze data reports and manuals; must be computer proficient.
    • Must be able to communicate effectively via telephone and in person.

    Own your work and your career — apply now

    Are you willing to go the extra mile because you love what you do and how you can contribute as a team? Do you want the freedom to grow and the opportunity to take charge of your own career?  If so, then come join us.


    We want hard working team players. You’ll have the independence to learn, lead and drive change. A culture of extraordinary service, empowerment and stability — that’s the First Republic way.


    Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records, to the extent consistent with applicable federal and/or state law.


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