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 Financial Planning & Analysis Manager will be a member of the Private Wealth Management (“PWM”) business administration team responsible for budgeting and forecasting, business results analysis, and regular management reporting and communication on financial results including revenues, expenses and profitability. They will also lead PWM vendor relationships, proactively analyze and manage PWM expenses and identify and lead cost oversight and savings initiatives. The FP&A Manager will also be responsible for preparing ad-hoc reports, creating and maintaining department procedures and manuals, creating appropriate supporting documentation, responding to internal and external audit and regulatory inquiries, analyzing current processes and working with various functional groups to implement process improvements and achieve automation.
The position will interact with Executive Management, PWM Business Administration Team, PWM Operations Teams, Wealth Management professionals, HR and Compensation Teams, Accounting and other functional groups.
The position will be trained to fill in as needed for a variety of additional functions.
What you will do as Financial Planning & Analysis Manager:
What skills you will 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.
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.