• Contingent: Salesforce Business Analyst

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

    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.


    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 wealth management technology and supports the implementation of Wealth Management’s technology roadmap. 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 Salesforce Business Analyst for the team. The Salesforce Business Analyst 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 take a very hands-on role with requirements, design, development, testing, deliverable preparation and other related activities across various functional groups.


    • Lead end-to-end analysis and documentation of business procedures including all logic, validations, and dependencies involved.  Includes working as an effective liaison between groups to ensure that needs are addressed while maintaining alignment to the PWM goals and strategy.
    • Document and organize business flows to enable successful implementation of useful solutions to solve complex business problems by working across various teams, understanding the needs of our customers.
    • Interact hands-on with teams and customers to identify opportunities for enhancements and work to provide solutions.
    • Support projects working to define systems architecture to support cross-functional, multi-system solutions that scale and are flexible to meet the future needs of the organization.
    • Maintain and enhance workflows that support functionality within Salesforce Lightning.
    • Support the design, scoping, implementation, and testing in short agile release cycles of in-house development and vendor implementations end-to-end.
    • Drive enhancements to product features customizations and integrations with other Systems.
    • Serve as a subject matter expert in the business problems you solve.
    • Support multiple projects with dependencies, simultaneously.
    • Anticipate business needs and respond with alternative solutions with priorities change.
    • Document standard operating procedures and best practices for the Salesforce business team.


    Experience & Education

    • Bachelor’s or Master’s degree in Computer Science or related degree preferred
    • 2-5 years of technology consulting or similar relevant industry experience
    • 2+ years of Salesforce platform implementation, integration or development experience
    • Salesforce Admin Certification

    Professional Skills/Competency

    • Broad knowledge in Sales Cloud, Communities and Service Cloud
    • Salesforce Consultant, Architect, or Developer Certification
    • Experience with Salesforce Analytics
    • Experience with business process mapping/design
    • Experience with change management, including rollout planning, training plan development and user adoption
    • Knowledge of integration platforms like MuleSoft, Informatica, and Informatica Cloud

    Leadership Skills/Competency

    • 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
    • Proven leadership skills demonstrating strong judgement, problem solving, and decision making abilities
    • Experience presenting to technical and non-technical audiences at all levels of seniority
    • Experience managing large scale implementations of business solutions

    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 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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