• Financial Planning & Analysis Manager

    Job Locations
    US-CA-San Francisco


    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:

    • Work with PWM Executive Management Team in financial growth planning process including creation of and review/updates for financial growth plan.
    • Maintain and report information on revenue, expenses and assets under management in coordination with Accounting, Finance and Compensation Teams.
    • Develop and publish regular revenue and expense reports for PWM management and senior investment professionals including trend analysis of results over different time periods
    • Assist with preparation of information for quarterly earnings reporting.
    • Manage PWM vendor and service provider relationships to ensure best vendor relationships and terms are achieved
      • Track and analyze vendor agreement terms
      • Ensure oversight of costs and lead review as needed
      • Analyze all contracts prior to renewal in coordination with senior management and vendor management teams
      •  Develop strong working relationships with key vendor contacts
    • Manage financial due diligence analysis for prospective new hire and acquisition opportunities
      Proactively analyze and manage business expenses (including employee growth, travel and entertainment expenses, productivity improvement efforts, etc.)
      • Identify and implement initiatives to manage cost savings
      • Update expense policies as necessary
    • Create and maintain department procedure documentation; gather information and respond to internal and external audit and regulatory requests for information
      Work with wealth management professionals, bankers, Client Service Associates, HR Compensation Team, Accounting and Executive Management on compensation-related projects
      Assist in planning and maintaining PWM compensation program
    • Perform duties & responsibilities specific to department functions & activities.
    • Perform other duties & responsibilities as required or assigned by supervisor.
    • Responsibilities include the following:  1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank. 


    What skills you will use:

    • Bachelor’s Degree in Finance, Accounting, Economics or Statistics
    • 3-5 years of related experience
    • Proficiency in data analytics and financial modelling
    • Experience with project management, able to work cross functionally and influence outcomes even without direct authority
    • Strong written and verbal communication skills
    • Ability to manage priorities with limited direction
    • Superior organization and attention to detail
    • Independent problem solver
    • Team player
    • Ability to work confidently with senior management
    • Ability to develop strong relationships with other colleagues
    • Ability to handle confidential information with careful discretion and in a mature and professional manner
    • Ability to plan and work independently with little direct supervision effectively in an entrepreneurial, dynamic and time-sensitive environment
    • Ability to adapt to changing priorities.
    • Advanced Excel, Power Point, Access, SQL Server, Tableau knowledge is a plus
    • Provides extraordinary service

    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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