Director, Product Manager

Job Locations
US-CA-San Francisco
Wealth Management


Senior Business Solutions 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.



Common goals, uncommon potential

The Private Wealth Management (PWM) team is looking for a Senior Business Analyst who will provide product management support for our Workflow Automation tools within our Customer Relationship Management (CRM) and Business Process Management (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 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 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 will do as Senior Business Solutions Analyst:

  • Partner with PWM Technology and vendors to plan and deploy new features and platforms necessary to advance and expand the CRM and BPM framework.
  • As a business analyst, interview teams to extract complete business requirements, translate the requirements to User Stories, act as liaison with cross functional teams and vendors, coordinate and execute deliverables, conduct user acceptance testing, and manage production certifications and deployments in partnership with PWM technology, PWM PMO teams, and vendors.
  • Develop a deep understanding of the CRM and BPM tools, processes, procedures, and needs of the Wealth Managers, Client Service Associates, and Operations. Actively solicit and represent the “voice of the field” and “voice of the customer”.
  • Works closely with the Subject Matter Expert group and learns their level of knowledge to facilitate effective collaboration sessions seeking to understand and improve the CRM and BPM tools to simplify and streamline their tasks.
  • Identify knowledge gaps in the field, address the gaps with direct feedback and collaborate with the Training team to help develop training materials to close those gaps.
  • Contribute to the definition and development of the short/medium/long term roadmap for PWM’s CRM and BPM enhancement plans.


What skills you will use:

  • Bachelor’s Degree in Finance, Accounting, Economics or Statistics
  • 5 years of experience in the financial services industry, specifically technology and product management
  • 2 years working with Salesforce CRM, with strong understanding from a technical perspective
  • Leadership and managerial experience preferred
  • Mentor and guide junior team members
  • Strong written and verbal communication skills
  • Detail-oriented with excellent time management skills
  • Excellent analytical and organization skills
  • Problem solver
  • Team player
  • 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 skills including use of shortcut keys, Access, SQL Server, Tableau knowledge is a plus.


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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