• Contingent: Proposal Generation Project Manager

    Job Locations
    US-CA-San Francisco
    Information Services

    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 extensive experience working within an investments/wealth organization and display a deep understanding and appreciation for the complexities therein.  Experience with discretionary portfolio management and/or brokerage providers is essential. 6+ years as a project manager is essential for this role. Candidates with less experience will not be considered.


    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
      • Compliance
      • Regulatory
      • Sales
      • Planning
      • Portfolio Management & Trading
      • Operations & Settlement
      • Complexities and nuances of major investment vehicles
      • Stocks & bonds
      • Mutual funds & ETFs
      • Separate accounts
      • Alternative investments, real assets, commodities & options
      • Investments-specific tools, tasks and functions
      • Sales pipeline management
      • Proposal generation
      • Portfolio construction & product selection
      • Portfolio analysis & optimization
      • Trading
      • Aggregated reporting
      • Corporate Actions
      • Asset Classification management & Security Master File management
      • Must have proven experience of managing multiple scrum teams in an agile environment for software development and delivery


    • 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.


    • Resumes longer than 4 pages will not be accepted.
    • Candidates without requisite 6+ years of proven success in financial services will not be accepted.
    • Four year degree or equivalent professional experience and/or qualifications.
    • MBA or relevant graduate degree preferred.
    • Formal training in project or program management and/or certification required.
    • Must possess strong interpersonal and organizational skills.
    • Six or more years of project/program management experience and demonstrated success. 
    • 6+ years of experience that demonstrates an indepth understanding of IT and Private Wealth Management or Financial Services systems and operations.
    • Requires advanced knowledge of project and program management principles.
    • Recognized as a subject matter expert within his or her specified field of expertise. 
    • Demonstrated ability to execute complex projects within budget and on time.
    • Requires expertise in MS Office, MS Visio, and MS Project.
    • Requires demonstrated knowledge in system integration and management..
    • Must have excellent attention to detail.
    • Must possess excellent verbal and written communication skills and an ability to build relationships at all levels of the enterprise including external vendors.
    • Demonstrated ability to exercise independent judgment and strategic thinking under a minimum of supervision.


    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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