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:
What skills you'll 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.