• Contingent: Project Manager

    Job Locations
    US-CA-San Francisco
    Information Services

    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.

    Under the general direction of the PWM Program Director, the Project Manager role manages Corporate Projects realm of Private Wealth Management.  The individual is extremely adaptable and has the ability to manage multiple highly complex projects.  The role requires exceptional communication skills and an ability to build and maintain working relationships with team members, vendors, and other departments involved. 


    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.


    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.


     What you’ll do as a Contingent Project Manager:

    • Will be required to drive 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.
    • Monitors project and/or program execution and escalates project risks and issues early.
    • Facilitates adoption of business process changes and leads project team and stakeholders through effective change management
    • Develops detailed training, communication and rollout plans and manages business process changes
    • Leads integration of multiple upstream and downstream data interfaces
    • Manages time bound regulatory compliance projects impacting critical business functions
    • Supports management in data gathering for regulatory and third party reviews.
    • Maintains a flexible work schedule.


    What Skills you will use:

    • 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.
    • 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 in depth understanding of IT and Private Wealth Management or Financial Services systems and operations.
    • Requires advanced knowledge of project and program management principles along with formal certification.
    • Optimal candidates will have a proven track record for delivering on complex change initiatives within a challenging environment
    • Experience working on regulatory compliance projects such as cost basis, FATCA, DOL Fiduciary  rule, CATS, Dodd Frank is a plus
    • Experience managing implementations of vendor solutions such as Advent, Charles River, Moxy, FX360, ION, Integral etc.
    • Broad knowledge for Rates/FX derivatives instruments including spot FX, OTC forwards, futures, and options
    • Middle/Back office experience covering trade processing, collateral, confirmations, settlements, cash, position and trade reconciliations
    • Requires expertise in MS Office, MS Visio, and MS Project.
    • 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.


    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.


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