• Workflow Automation Business Analyst

    Job Locations
    US-CA-San Francisco

    Workflow Automation Business Analyst

    San Francisco, CA


    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.


    The Private Wealth Management (PWM) team is looking for a Workflow Automation Business Analyst who will provide product management support for our Workflow Automation tools within our CRM and BPM framework. This position will gather requirements and write User Stories working closely with the Wealth Manager and Client Service Associate teams where these business tasks are performed.  This position collaborates across a matrix system product model supporting the Client Lifecycle Management program.   This role will report to the Vice President of Product Management for Workflow Automation. 


    This individual will work with the PWM Technology Team, outside vendors and other partners across the PWM business to identify, prioritize and drive enhancements to our CRM and BPM tools. This Workflow Automation Business Analyst will also work closely with wealth management teams across the country to improve their effectiveness by identifying opportunities to increase efficiency, reduce risk, and improve the overall usability of the tools. In this role, this individual will also solicit and champion the “voice of the field” and the “voice of the client” in planning and design discussions with vendors and internal partners. While strategic thinking and coordination are important elements of this role, this individual will be required to take a tactical role with requirements, design, testing, and roll out and training with users.


    What you'll do as a Workflow Automation Business Analyst:

    • Partner with PWM Technology and vendors to plan and deploy new features and platforms necessary to advance and expand the CRM and BPM framework.
    • As a business analyst, interview teams to extract complete business requirements, translate the requirements to User Stories, act as liaison with cross functional teams and vendors, coordinate and execute deliverables, conduct user acceptance testing, and manage production certifications and deployments in partnership with PWM technology, PWM PMO teams, and vendors.
    • Develop a deep understanding of the CRM and BPM tools, processes, procedures, and needs of the Wealth Managers, Client Service Associates, and Operations. Actively solicit and represent the “voice of the field” and “voice of the customer”.
    • Works closely with the Subject Matter Expert group and learns their level of knowledge to facilitate effective collaboration sessions seeking to understand and improve the CRM and BPM tools to simplify and streamline their tasks.
    • Identify knowledge gaps in the field, address the gaps with direct feedback and collaborate with the Training team to help develop training materials to close those gaps.
    • Contribute to the definition and development of the short/medium/long term roadmap for PWM’s CRM and BPM enhancement plans.


    What skills you'll use:

    • Undergraduate degree
    • Basic Accounting knowledge
    • Business writing strength is key
    • Production Operations Mangement
    • Data analysis models and techniques
    • Experience in a technical field
    • General database knowledge
    • Process improvement – Six Sigma or other
    • Math or statistics
    • User Experience design
    • Strong business orientation with an understanding of brokerage/wealth management processes.
    • Ability to identify and interpret business needs, analyze workflows and document business requirements or user stories. 
    • Skilled at translating functional knowledge into practical application when speaking to users and training them.
    • Demonstrates excellent verbal and written communication skill; is able to speak articulately with and in language appropriate for business/front line users (e.g., Wealth Managers), back office operations employees and technology partners.
    • Business writing - translating process descriptions to user stories that can be easily understood.
    • Strong analytical characteristics to logically engineer business processes which naturally support the best practice customer engagement model.
    • Data analysis and synthesis across multiple database structures. Seek data dependency to maximize efficiency and reduce duplicative data to drive continuous process improvement initiatives.
    • System usage analysis to recommend enhanced user training or propose UI modifications driving adoption across the enterprise.
    • Attention to detail. Identifying up and downstream dependencies.
    • Strong collaboration skills which focus on inclusion and thoughtful listening. Respect all ideas while guiding interactions to realize the logical most appropriate conclusion or result.
    • Prioritize and schedule daily activities to meet due dates. The environment is not too fast paced. However, it’s constant. Missing deliverables can add up fast creating undue pressure.
    • A self-confident, proactive professional with the maturity necessary to work with people at many levels in the organization. 
    • Comfortable working as part of cross functional teams in a matrix environment.
    • Is proactive, collaborative, and creative driving success in making the workplace toolset a fun and productive intuitive desktop for all team members.
    • Generates trust and builds alliances across business and functional lines; quickly find common ground and solve problems for the good of all; is a team player and encourages collaboration.
    • Consistently demonstrates and follows high standards of integrity in business decision-making.

    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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