• Contingent: Client Portal Project Manager

    Job Locations
    US-CA-San Francisco
    Project Management Office

    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 general direction of the PWM Program Director, the Project Manager role manages Corporate Projects and/or small-to-medium Department Projects within the realm of Private Wealth Management.  The individual specializes in multiple areas, is extremely adaptable and has the ability to manage multiple highly complex projects.    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, vendors, and other departments involved.  The position may lead/and or direct the work of others.


    Line of Business-Specific Requirements:  Candidates for this role must have experience working within an investments/wealth organization and display a deep understanding and appreciation for the complexities associated with building/delivering digital Client Portal functionality. 


    Proven experience with delivering Client Portal projects is essential.

    This project will look to build upon First Republic Bank’s digital platform to provide a Private Wealth Management client experience and feature functionality.

    Development is undertaken within an agile environment and proven agile experience is essential for this position.

    Discretionary portfolio management and/or brokerage providers is essential.


    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 initiatives within a challenging environment.  This individual must possess a superior ability to peer around the corner for developing issues that jeopardize scope, timeline, risk, and/or budget within each project and between projects in the wealth management portfolio.


    Project reporting, governance and transparency is also essential and must be demonstrated through previous projects and success. Attention to detail and an ability to convey relevant information at summary and detailed levels is a key factor to success in this role.


    Areas of proven understanding and competency include:

    • Investment management process
    • Sales
    • Planning
    • Portfolio Management & Trading
    • Operations & Settlement
    • Compliance
    • Regulatory
    • Complexities and nuances of major investment vehicles
    • Stocks & bonds
    • Mutual funds & ETFs
    • Separate accounts
    • Alternative investments, real assets, commodities & options


    Please Note:

    • Candidates with less than 5 years investment/wealth management experience will not be considered.
    • Candidates without digital delivery and/or client portal experience will not be considered.
    • Candidates with resumes longer than 4 pages will not be considered.


    • Serves as lead project manager on Corporate Projects and/or small-to-medium inter-related programs; defines, develops and manages all aspects of project planning including scope, budget, financial forecasting and scheduling and required project control point documents. Will be required to work as a business analyst on department projects; developing business requirements, process flows, use cases, test plans and other workstream related activities and artifacts.
    • Leads and manages all aspects of project planning within and across related projects including scope, budget, financial forecasting, and scheduling.
    • Facilitates impact analyses of current/existing technologies.
    • May contribute and/or lead vendor relationship management for project-related vendors and coordinates initial contracts, contract renewals, and addenda to contracts with key project vendors.
    • Keeps project governance up to date and reports on projects as per PWM PMO standards and contributes to their incremental improvement.
    • Supports management in data gathering for regulatory and third party reviews.
    • Monitors project and/or program execution and escalates project issues as necessary.
    • Maintains project and/or program website and database, and issue and risk tracking logs.
    • Documents project decisions and project meetings.
    • Maintains a flexible work schedule.
    • Perform other project related duties when assigned.

    Mental/Physical Requirements:

    • 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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