• Senior Associate, Private Wealth Management Strategy

    ID
    2019-7736
    Job Locations
    US-CA-Los Angeles
    Category
    Wealth Management
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    At First Republic, we care about our peoples. 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

    First Republic Private Wealth Management is comprised of investment management, brokerage, trust, financial planning and insurance professionals. We offer customized wealth management solutions for our clients from a wide array of services including comprehensive investment management, financial planning, estate planning, trust services, endowment management and more. Our goal is to understand our clients’ unique needs and support them throughout a lifetime of financial goals.

     

    Common goals, uncommon potential

    This position will be responsible for driving forward initiatives in the following areas of Private Wealth Management: Wealth Advisor Management, Financial Planning Strategy, Marketing, Risk Management, Sales Strategy, New Service Development, Family Wealth Strategy, and new Pilot Programs. The individual in this role will receive considerable exposure to wealth management executive leadership and strategy.

     

    What you’ll do as an Associate:

    • Focus on driving initiatives focused on several core objectives: 1) grow wealth management assets, revenue, and profitability, 2) build and manage the Private Wealth Management brand, 3) drive adoption of our wealth management services, 4) support strategic corporate initiatives such as deposit franchise growth.
    • Drive forward Wealth Advisor led wealth management business development initiatives.
    • Support the development of First Republic’s financial planning strategy.
    • Partner with executive management and Corporate Marketing to advance wealth management marketing initiatives.
    • Support the development of First Republic’s family wealth strategy.
    • Pursue targeted, data-driven initiatives to drive new clients to Private Wealth Management
    • Provide analysis and presentations to executive management on corporate strategy and business development initiatives.
    • Develop and maintain subject matter expertise and relationships with industry peers, vendors, groups and organizations.
    • Partner with business leaders to gain in-depth understanding of current business environment, including strengths, weaknesses, opportunities and threats and desired future state.
    • Perform competitive intelligence on key competitors and develop positioning strategy and tactics to effectively differentiate the organization and platform. 

     

    You could be a great fit if you have:

    • Minimum 3-5 years of experience in financial services industry in a consulting or junior management or strategy role
    • Extreme proficiency with putting together compelling Power Point presentations and conducting complex analyses in Excel
    • Client first attitude with clear understanding of superior service – both internal and external
    • Exceptional interpersonal skills to interface with prospects, clients, senior professionals and internal departments at all levels
    • Considerable tact and discretion to handle sensitive information
    • High attention to detail with a high degree of accuracy and consistency
    • Ability to multi task, to prioritize work and to work independently or effectively on a team
    • Ability to thrive in a fast-paced, ever changing environment
    • Excellent written and verbal communication skills, exceptional customer service orientation
    • Team player mentality with the skills to work independently as needed and believe no task is too small
    • The ability to work well under pressure while demonstrating composure in a fast paced environment with a positive attitude

    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.
    • Must be able to travel as position requires.

     

    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.

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