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
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
The primary role of the Vice President, Trader is to control risk and support a team of Wealth Managers and Advisors with the execution of the equities, options, mutual funds and exchange-traded funds.
The Vice President, Trader will be responsible for the trading desk’s timely and accurate execution of trades throughout the day as submitted by Wealth Managers for our managed account platform and to liaison between external 3rd party investment managers and the middle and back office support groups in San Francisco, New York, and other principal locations. This position will work very closely with our firm’s research department to properly transition new portfolios, provide trading guidance where necessary, and be able to work efficiently with increased autonomy.
The Vice President, Trader will be proactive within the entire investment community, and will be a reliable source of information for a number of wealth professionals.
We are looking for someone with a strong work ethic, high integrity with a deep knowledge of buy side trading; this includes regulations, requirements, an analytical and meticulous mindset, and an ability to lead, inspire and thrive in a collaborative work environment.
What you’ll do as a Vice President, Trader:
Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
What skills you will use:
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.