• Research Administrative Director

    ID
    2019-8594
    Job Locations
    US-CA-San Francisco
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     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 activities and responsibilities associated with the RAD role are multifaceted, and include coordination across the Research team, contributing to projects and activities that deliver a higher service and communication standard to Wealth Managers (WMs), supporting the growth and integration of the Fixed Income offerings within WM books of business, and ensuring that the appropriate monitoring and risk management steps are followed to maintain the strong reputation of both the Bank and its employees.

     

    What you’ll do as a Research Administrative Director

     

    Administration
    The responsibilities as the Research Administrative Director includes maintenance of critical policies and procedures to ensure the Research Team leads meet audit, compliance and regulatory requirements as well as ensuring Team Leaders provide accurate and timely response to Audit or regulatory requests for information. In addition, managing the Research subscription and toolkit process as well as coordinating Research team technology requests are part of the role.
     

     

    Project Management
    Managing the execution of critical Research projects that deliver a higher service standard to WMs, increase the efficiency of Research team operations, and raise the quality of the Research team offerings are critical aspects of the role. Project delivery and performance will be assessed based on agreed upon timelines, business demands and contingencies. Critical assessments include project descriptions, plans and timely updates for each project to PWM Executive Management.

    Creating a culture of collaboration

    Effectively communicating with and being responsive to FRIM’s Research Team and PWM Executive Management is an important objective for this role. The RAD will be expected to drive success in implementing new projects, sharing best practices for the Research team, and ensuring communications with Wealth Managers via the Feedback Forum are delivered. The degree to which Research team responsiveness to and follow up on issues, questions, or other communications from Wealth Managers will be an important determinant of success and will be influenced by the feedback obtained from the Wealth Managers by the PWM CIO.

     

     

    Governance 

    Delivery and execution of a strong process is only possible through a robust governance system. The RAD will be responsible for coordinating and delivering a coordinated governance framework for FRIM Research. In partnership with the CIO and accountability partners, the RAD will evaluate and provide feedback on the existing framework and develop a plan to re-align and streamline the existing FRIM governance framework.

     

     

    Working proactively and effectively with other senior leaders and Executive Private Wealth Management leadership
    As a visible coordinator and project leader for FRIM Research, the RAD will need to build relationships with senior business leaders across the PWM organization and with other PWM professionals. The RAD will also be responsible for helping to lead ad hoc CIO-led business efforts that require coordination with the broader PWM organization. These could be efforts to address new regulatory issues, business priorities, or the launch of new product offerings.

     

    What skills you will use:

    • Bachelor of Arts or Science or equivalent experience preferred
    • Series 7 and 65 or 66 a plus
    • Minimum 5 years relevant experience
    • Working knowledge of Microsoft Suite, Concur; programming languages like R or Python are a plus
    • Strong visual and presentation skills required
    • Excellent oral and written communication skills necessary
    • Ability to interface effectively with all levels of the organization
    • Strong project management skills, including driving to completion
    • Ability to travel upon request or as needed

     

    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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