First Republic Bank specializes in private banking and real estate lending, and First Republic affiliates offer wealth management services, with growing operations in California and New York. We offer excellent compensation and benefits. First Republic Bank and its affiliates are Equal Opportunity Employers.

 

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This position requires subject matter expertise with hands on experience in Wire Operations. In this role you will be primarily responsible for processing and handling tracer requests and investigations. You will also be responsible for overseeing and monitoring the case load of the other wire investigator in the team to ensure that cases are handled appropriately and in a timely manner. You will also be expected to handle and assist with any escalated cases. This will require that you develop and maintain contacts at other financial institutions to help expedite the resolution of urgent cases particularly cases opened on behalf of white glove clients of the bank.   What you’ll do as a Wire Investigation Specialist: - Process and handle all wire tracers and investigations received from other banks or internally from PBOs or other departments of the bank. Cases may vary from confirming receipt of funds from the beneficiary bank, cancellation and amendment requests. - Handle fraudulent claims and assist the Fraud department in attempting to recover funds. - Process Dodd Frank claims and ensuring strict compliance with the Reg E rules. - Responsible for ensuring that all Tracer requests and investigations are completed within established SLA. - Ensure that Wire Tracer Log is always kept updated and accurate. - Ensure that Dodd Frank Database is always kept updated and accurate. - Provide backup support for the Wire team to process wires in production during emergency situations or when team is experiencing unusually high volume of wires.  
Job ID
2022-16272
Category
Deposit Services
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential   As a Preferred Banking Office Banker (Preferred Banker), you will be responsible for providing quality customer service, cross-servicing banking products and maintaining banking operations.. You will build professional relationships with our clients to establish repeat and referral business, which is our number one source of new business.   What you’ll do as a Preferred Banker: - Advise clients on a full range of banking services using in-depth knowledge to articulate how our products and services can support their needs. - Provide a high level of customer service to current and potential clients to exceed client expectations. - Provide support by processing client transactions according to Bank policies; preparing daily work, bank deposits, ATM and Night Depository, and filing bank records. - Be involved with local organizations and participate in local community events to introduce and expand First Republic’s relationships and reputation. - Minimize organizational risk by adhering to all applicable federal and state laws and ensuring compliance with internal control procedures, department policies, and regulatory banking requirements. - Assist other office locations as needed.
Job ID
2022-16264
City
San Rafael
State
CA
Position Type
Regular Employee (REG)
Reporting to the Vice President of Policy, Reporting, Training & Communications (PRTC), the BSA/AML Compliance Specialist will perform policy analysis and regulatory gap analysis; assist in developing training materials; assist in preparing various line of business reports for compliance monitoring; and assist in responding to lines of business policy questions.  This position will also assist in preparing bank wide communications for training and policy changes as well as perform ad-hoc tasks as needed to assist the PRTC team.   What you'll do as an BSA/AML Compliance Specialist: - Perform policy and gap analyses to determine BSA/AML-related risk exposures/impacts to the overall BSA/AML program.  - Develop, implement, and present AML risk assessments - Handle client risk escalations, policy exceptions, data quality control, participate in special projects, and ad hoc requests, as needed. - Provide support to the policy and reporting functions, including but not limited to gathering data and performing analysis based on established metrics - Perform duties and responsibilities specific to department functions & activities as required or assigned by supervisor. - Conduct targeted customers as well as product and service risk analysis, which includes the following a) conducting interviews with line of business representatives to understand risks associated with various products and services, b) evaluating control effectiveness based on current policies and procedures, systems, and processes and recommending enhancements for risk mitigation, and c) produce a comprehensive document for stakeholders. - Critical features of this job are described under the items above. They may be subject to change at any time due to reasonable accommodation or other reasons. This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
Job ID
2022-16262
Category
Compliance
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
Reporting to the Regulatory & Corporate Technology (RCT) manager, this position requires experience with banking regulatory and transaction monitoring to collaborate with the development team within the RCT group.  Will need to quickly understand the various components of the current architecture, identify areas for improvement, and execute the development queue and strategic improvements for current and future applications. Candidates for this role should have experience working within banking domain in financial services and display an understanding and appreciation for the complexities therein.   What you’ll do as a Software Engineer: - Design and develop end to end integrations with Regulatory Technology and its ecosystem using established patterns for near-real time as well as batch process - Develop change strategies and plans including stakeholder assessment and engagement, cross team communications, software alignment, development environment and production change readiness - Ensure work demand is articulated, understood, and prioritized within the Regulatory Compliance Technology systems enhancements queue. - Provide ongoing support and maintenance for the day-to-day technical operations of the Regulatory Compliance Technology systems once deployed. - Ensure appropriate alerting protocols are implemented to ensure ecosystem stability (balance and control, job failure, environment health, etc.) - Ensure adherence for data quality and accuracy by developing a detailed understanding of the data and information movement practices utilized by the Regulatory Compliance Technology systems itself and the ecosystem supporting it (upstream/downstream dependencies). - Develop ETL pipelines using Python, SSIS, Informatica etc. - Collaborate with end users, data scientists, Architects and support multiple LOB’s - Learn and adapt new technologies as needed and help building RCT Labs
Job ID
2022-16259
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Technical Product Manager will manage a portfolio of initiatives (or “Product”) at First Republic Bank. The Technical Product Manager will specialize in multiple areas, should be extremely adaptable, and will demonstrate the ability to manage a cross functional matrixed team of up to 20 resources, delivering multiple highly complex projects/solutions.  S/He will be responsible for implementation of a “product” and leading the cross-functional IS team that is responsible for improving it. The Technical Product Manager will align the cross functional IS teams re: the strategy, roadmap, and feature definition for a product and will be responsible for communicating the Why and What of the product, and jointly defining the When and How of the product.   The role will be the ultimate owner for the entire delivery life cycle, from identifying impacted areas and the right candidates, scope, requirements, technology delivery governance, design, testing, timeline, and budget.  The role requires exceptional communication skills and an ability to build and maintain working relationships with team members, vendors, and other departments involved. The Technical Product Manager will be a visible and influential people leader, able to inspire, guide and train resources.      What you’ll do as a Technical Product Manager: - Delivers on the suite of projects/initiative; defines and manages all aspects of technical delivery including scope, budget, financial forecasting and scheduling. - Leads and manages all resources in the related product area. - Determines resource requirements and procures resources; manages contract project and/or program resources. - Facilitates impact analysis of current/existing technologies on the program. - Manages vendor relationship management for project-related vendors; supports enterprise vendor management standards and coordinates initial contracts, contract renewals, and addenda to contracts with key project vendors. - Supports management in data gathering for regulatory and third party reviews
Job ID
2022-16255
City
Boston
State
MA
Position Type
Regular Employee (REG)
What you’ll do as a QA Automation Engineer: - Test the APIs/endpoints that are being built/modified in the application and validate that they function as per the expectations and the business requirements. - Breakdown the use stories/business requirements into testcases that clearly articulate test objectives, steps and expected results. - Prepare test strategy, test plan, test cases and test data setup. - Execute all levels of testing – System, Integration and Regression. - Perform test execution, record and maintain test results. Report defects for issues identified during testing and track them for completion. - Design and develop test automation scripts that can be run to perform a full-scale testing on all the APIs/endpoints. - Build, test, deploy, monitor, and maintain the automated tests in Jenkins that gets executed during deployments. - Execute sanity tests regularly to ensure that all APIs/endpoints are up and running - Run regression tests in staging environment and provide sign offs prior to prod deployments.
Job ID
2022-16254
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Site Reliability Engineer, you’ll help ensure site reliability for our growing organization. That includes monitoring, maintaining and troubleshooting enterprise-wide information systems and related infrastructure as you ensure that any issues that may adversely impact the confidentiality, integrity or availability of computing resources are addressed and promptly resolved.   What you’ll do as a Site Reliability Engineer: - Monitor and maintain the site, while overseeing necessary repair and upgrades of servers, network infrastructure, base software services, power distribution systems and environmental systems for the distributed internal network. - Monitor connectivity to partners and subsidiaries. - Act as the escalation point for technical issues that require advanced skills, knowledge and troubleshooting. - Facilitate key activities such as timely triage of issues, rapid system recovery and speedy validation of service restoration. - Work with internal and external contacts to develop file transfer solutions and resolve issues.  - Participate in disaster recovery and business continuity tests by performing documented recovery procedures and troubleshooting issues that may be encountered; may also be called upon to act as a coordinator for the IS portion of the exercise. - Monitor and manage automated tasks such as system backups and scheduled tasks. - Train other staff in new technologies, methods or processes. - Design and build a cloud operations capability, including monitoring, measuring, maintenance, deployment automation, alerting/on call rotations, and resource strategy
Job ID
2022-16249
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Business Analyst will interact between the business users and the technical organization involved in planning, conducting, and directing the analysis of complex business problems. The Business Analyst supports multiple lines of businesses on projects building and improving the data infrastructure around loans and deposits. They build technical specifications that ensures the business receives the right data sets for analytics, internal and external reporting.   What you’ll do as a Business Analyst:  - Serve as an SME for IBS Core banking system - Utilize an operational mind set to conduct research in resolving problems, initiating corrective actions reducing risks, and following through to ensure client’s satisfaction. - Provide leadership in a collaborative working environment, help in establishing and maintaining policies and procedures relative to a department’s function, engagement with testing of system updates, enhancements, conversions, and process improvements. - Be familiar with Trust Operations OR FX Operations OR General Bank Operations in performing and coordinating inter-departmental projects. Conducts research and analysis, recommends alternatives, develops task plans, and ensures implementation. Attends ongoing product training, maintains, and develops personal and technical skills relative to the position. - Foster strong, healthy working relationships with leaders within departments, internal support departments, and third-party services. - Pro-actively address obstacles to product development/product adoption, deteriorating product performance, competitive analysis, complications in service delivery and will assist management in identifying, assessing, and implementing change control processes for assigned products and channels. - Provide new capabilities and driving value from existing capabilities - Coordinate the efforts of internal and external technical and nontechnical staff, and of key users in the support of existing data - Define and document business and functional requirements - Engage and direct business partners and subject matter experts to identify priorities, scope, and requirements for complex business problems - Engage technical development team members to transition requirements to design, and to determine appropriate design approach - Serve as a subject matter expert and visionary for the business community and technical teams - Project planning and management of business team deliverables - Perform other duties when assigned. - Adhere 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.) - Adhere to Bank policies and procedures
Job ID
2022-16246
Category
Deposit Services
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Business Analyst will interact between the business users and the technical organization involved in planning, conducting, and directing the analysis of complex business problems. The Business Analyst supports multiple lines of businesses on projects building and improving the data infrastructure around loans and deposits. They build technical specifications that ensures the business receives the right data sets for analytics, internal and external reporting.   What you’ll do as a Business Analyst:  - Serve as an SME for IBS Core banking system - Utilize an operational mind set to conduct research in resolving problems, initiating corrective actions reducing risks, and following through to ensure client’s satisfaction. - Provide leadership in a collaborative working environment, help in establishing and maintaining policies and procedures relative to a department’s function, engagement with testing of system updates, enhancements, conversions, and process improvements. - Be familiar with Trust Operations OR FX Operations OR General Bank Operations in performing and coordinating inter-departmental projects. Conducts research and analysis, recommends alternatives, develops task plans, and ensures implementation. Attends ongoing product training, maintains, and develops personal and technical skills relative to the position. - Foster strong, healthy working relationships with leaders within departments, internal support departments, and third-party services. - Pro-actively address obstacles to product development/product adoption, deteriorating product performance, competitive analysis, complications in service delivery and will assist management in identifying, assessing, and implementing change control processes for assigned products and channels. - Provide new capabilities and driving value from existing capabilities - Coordinate the efforts of internal and external technical and nontechnical staff, and of key users in the support of existing data - Define and document business and functional requirements - Engage and direct business partners and subject matter experts to identify priorities, scope, and requirements for complex business problems - Engage technical development team members to transition requirements to design, and to determine appropriate design approach - Serve as a subject matter expert and visionary for the business community and technical teams - Project planning and management of business team deliverables - Perform other duties when assigned. - Adhere 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.) - Adhere to Bank policies and procedures
Job ID
2022-16245
Category
Deposit Services
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Treasury Management Product Consultant will support the bank’s growing need for expertise in treasury management.  The Consultant will be a part of a highly respected group that supports bankers in bringing in more complex treasury management clients.  Consultants work with members of various teams throughout the bank and engage with leaders at all levels.  As the bank continues to grow, successful Consultants will have the opportunity to advance into other positions within the Treasury Management group as well as other areas of the bank.   What you’ll do as a Treasury Management Product Consultant: - Support the sales force (Bankers, Preferred Bankers, Relationship Managers, etc.) as a Treasury Management Products expert in order to help attract, expand and retain balances pertaining to cash management clients. - Consult with clients to help determine needs, build solutions and guide the implementation of appropriate FRB TM Products and customizations/configurations as necessary, particularly for complex implementations.  - Become fully versed in all cash management products offered by FRB (features and functionality) and should help provide a higher level of expertise to clients and prospects in solving cash management problems. - Continually encourage and promote the practice of bringing in a product consultant early to gain the full understanding of a client’s needs in order to create a holistic cash management solution. - Consistently promote the purpose of the product consultant and continually offer help to the sales force in order to promote a “consultative approach” to cash management - Maintain a detailed knowledge of TM industry trends in payments, receivables and liquidity and continually share the information in training sessions, internal meetings, etc. - Be highly visible and consistently promote the assistance and expertise offered by the consultant role.
Job ID
2022-16244
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential The Deposit Services Compliance and Risk Analyst supports the Deposit Services department in the delivery and maintenance of an effective program for the identification, measurement and monitoring of risk and associated operating controls related to the department and its products and services.  This individual will work closely with managers and teams within Deposit Services, as well as with organizations across First Republic such as Information Security, Vendor Management, Information Services, Internal Audit, Compliance, and BSA/AML, to ensure that sound risk, regulatory compliance, and internal audit processes are in place and maintained in order to manage the accuracy and effectiveness of the Bank’s deposits operational processes.    What you’ll do as a Compliance and Risk Analyst: - Assist the Head of Deposit Services Risk Management in building and maintaining risk and control self-assessments and all supporting documentation (e.g., process flows, key risk indicators, control evidence, etc.) for all key processes, initiatives, etc. and managing control deficiency remediation - Assist with the Deposit Services 1st Line Control Validation program, working to identify key controls within the department’s processes and perform reviews to validate the effectiveness and design of these controls - Provide support and direction to Deposit Services management and product teams regarding the analysis and resolution of Risk Management issues. - Assist Deposit Services managers and functional groups in identifying and addressing control deficiencies that surface as a result of an exposure identified during an investigation, or control issues resulting from risk assessments, internal audits or regulatory reviews. - Work with Deposit Services Managers to maintain documentation illustrating the control environment surrounding products and services, such as secondary reviews, authentication and access controls, fraud detection and prevention, etc. - Assist in managing the centralized Risk Management repository of all key risk documentation and support (e.g., Archer GRC, SharePoint, shared drive, etc.) - Participate and represent the department in periodic meetings related to areas such as Information Security, Enterprise Risk Management, and BSA/AML - Create accurate and timely reporting of key metrics and emerging risks from the business unit view such as ongoing reports on service levels and availability for mission-critical vendors/applications. - Assist with the department’s Issue Management program, ensuring the outstanding items are resolved in a timely and effective manner - Create department specific policies, procedures and templates to support the Risk Management 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.
Job ID
2022-16243
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Digital Technology Client Identity Software Engineer is focused on executing of the Digital strategy and roadmap and partner closely with Digital Channel business team. Identity solutions will be in support of an integrated financial service experience incorporating banking, brokerage, wealth management, trust etc.   As a Digital Technology Client Identity & Access Engineer, you'll be responsible for designing and implementing Enterprise Client Identity Management Solution using PingFederate, Online Banking Single Sign-on solution and client portal integration. In depth knowledge and expertise with Identity Management System implementation, SAML SSO integration, Java/J2EE development best practices, spring framework and web services will be necessary to succeed in this role.   What you’ll do as a Identity and Access Engineer: - Establish and maintain strong business partnership with the Digital Channel team. - Service new and existing client needs, to include planning and management of performance optimization, software updates, disaster recovery, website and application migrations, problem management around anticipated traffic surges. - Provide integrated solutions across digital platform, including internal systems as well as external 3rd party hosted systems. - Hand on Identity and Access design and implementation. - Hand on vendor single sign-on(SSO) design and implementation. - Lead and participate in new development projects through the entire SDLC, including requirements, design, development, testing, release, delivery/launch and maintenance. - Create and maintain a strong working relationship with multiple business teams, technology teams and key vendors. - Understand business changes and needs. Partner and collaborate with business teams to provide robust, scalable and extensible technical solutions - Keeping up-to-date on new technology, standards, protocols and tools in areas relevant to rapid changing digital environment. - Perform duties & responsibilities specific to department functions & activities. - Performs other duties & responsibilities as required or assigned by supervisor
Job ID
2022-16235
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Coordinator, Strategic Partnerships is a key representative in providing exceptional service on behalf of the department and its leadership, as well as reflecting the culture and values of the Bank. Primary responsibilities include making sure the VP, Head of Strategic Partnerships is responsive, through effective inbox management, and accessible, through effective calendar management, along with general administrative duties.   This role requires the ability to manage multiple priorities while remaining flexible and adapting to change swiftly, energetically, and elegantly in a fast-paced, high-volume environment spanning multiple cities and time zones. Project management experience is a plus. Excellent communication skills, a strong work ethic, a positive approach and curiosity are required. Success in the position includes the ability to establish a strong internal network, within and outside of the department; anticipate needs; and develop a strong understanding of the Bank’s business model, heritage and culture. It is very important to demonstrate a high level of emotional intelligence and maintain a comprehensive awareness of the organization, its people, and its culture of service, integrity, responsibility, and entrepreneurial growth.   What you’ll do as a Coordinator, Strategic Partnerships: - Establish and maintain strong working relationships with colleagues, along with the Bank’s senior leadership and management teams, as a representative of the Social Impact team and its leaders, through excellent verbal and written communication skills. - Meet deadlines in a timely fashion and consistently follow through same-day on requests and action items. Through effective management of a heavy and complex inbox and calendar, allow - Social Impact leadership to be highly responsive and accessible. - Support internal and external event-related activities as needed, including managing invitation lists, communications, and RSVPs. - Support project-related activities, including meeting coordination, correspondence, project plans and updates. - Support high volume communication and reporting needs as needed. May include monthly updates, calendar overviews, presentations, memos, and regular executive and board reporting. - Perform general administrative duties, including but not limited to travel arrangements and expense reimbursement. - Create and assemble all materials needed for meetings, including agendas, background research, presentations, and minutes. - Maintain our high standards of excellent execution and exceptional service as a steward of the brand and representative of the team. - Adhere to all related regulatory and privacy requirements.
Job ID
2022-16228
Category
Marketing
City
New York
State
NY
Position Type
Regular Employee (REG)
As a Client Relationship Analyst, ideal candidates must have the capacity to thrive in a dynamic, constantly changing global market environment and have a passion for research, diligence, experience in project management and impeccable organizational skills.   What you’ll do as a Client Relationship Analyst: - Identify potential client opportunities from the Wealth Managers’ extensive networks, generating new leads and uncovering high-value opportunities. This process includes, but is not limited to, the valuation of deal size based on revenues and multiples, pulling from an extensive list of resources, and qualifying the individual to determine how much they individually are receiving from the transaction. Research and gather business intelligence about prospective clients and trends in investment opportunities. Participate in weekly research calls. - Prepare and send e-mails to prospective clients specific to their financial needs, with the purpose of generating interest in working with the team. Support Practice Management in all aspects of the sales cycle and oversee the potential client pipeline list. - Prepare ad-hoc market environment and investment research. Establish and maintain the new business outreach process. Determine the most efficient research vessels, and work with the Wealth Managers to implement them into the New Business strategy. Participate in internal research projects and special client assignments as needed. - Maintain the New Business process on a daily basis, using the host of research tools that they determine most useful to their position (Insideview, Wealth Monitor, Linkedin, Guidestar, D&B Credit analysis, Hoovers, CRB, FRB contacts, IB contacts). - Construct and rebalance client portfolios. Must be able to propose and implement asset allocation and changes to clients without supervision. - Attend meetings and review portfolio activity and performance reports with clients. - Research and reconcile performance returns not in line with benchmarks. - Interact with clients to address or best direct questions and inquiries. Responsible for client retention and day-to-day client satisfaction. - Proactively construct and implement recommendations and projects that will enhance operations, optimize automation, and increase the number of new meetings with prospective clients as well as improve team efficiency in day to day functions. - Assist Wealth Managers in completing requests for proposals, including gathering data and working closely with the research, marketing and compliance teams for a timely delivery. Prepare targeted presentations that effectively communicate the team’s relevant experience and articulate our added value. Ability to understand marketing materials and differentiate between what is appropriate for the client needs. - Responsible for various reporting including weekly (cash balance, performance, asset allocation), quarterly (Client Statements, Performance, IPS), annual, and ad-hoc requests. - Collaborate with Wealth Managers and the Client Service team on ad-hoc projects. - Perform duties and responsibilities specific to department functions & activities. - Performs other duties and 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.
Job ID
2022-16227
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Training and Integration Specialist is a key member of the Private Wealth Management (PWM) Onboarding and Transition Management Team. The role will engage with all aspects of PWM and provides excellent exposure to cross-functional department business partners and to Executive Management. This role covers the onboarding cycle including recruiting, onboarding, and integration of new teams into PWM while working directly with our Client Service and Transition Management Team to support the growth of our business.    What you’ll do as a Training and Integration Specialist: - Drive all training related activities necessary to ensure new hires are proficient with core systems, policies and procedures. - Manage and present core system demos with incoming teams throughout the recruiting cycle. - Provide direct onsite and remote training support on certain systems, policies, and procedures. - Lead and facilitate training status meetings with designated training partners to assess knowledge gaps and how to address where applicable. - Coordinate introductions to both PWM and Bank stakeholders to ensure new hires are versed on who their key contacts are across all lines of business. - Collaborate with business partners to create quick reference guides, desktop procedures, and other miscellaneous reference materials. - Develop a deep understanding of the PWM business and processes as well as technology applications used in the front and back office in order to deliver training and provide consulting and best practice advice to wealth management teams. - Research and respond to daily servicing, operational, and wealth management related inquiries to ensure timely, accurate and detailed responses are provided. - Conduct a comprehensive regulatory review and approval of new accounts to include both brokerage and advisory services. - Attend standing meetings with Client Service and Operations to stay current with internal policy and procedures, regulatory requirements, and technology changes impacting how we support the business. - 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. 
Job ID
2022-16225
Category
Wealth Management
City
New York
State
NY
Position Type
Regular Employee (REG)
What you’ll do as a Corporate Strategy Director: - Support and help write annual strategic planning process conducted at a corporate and business unit level. - Work with senior leaders to identify key priorities for the bank as a whole as well as business units. turn these priorities in action items, and coordinate their implementation either in a business unit or cross-functionally. - Develop coordinated roadmaps across the business units to understand, track, and help guide collaborative projects. - Identify areas of opportunity across the organization and articulate the business case for these opportunities. - Perform market research and analysis to support development of First Republic’s strategy around the energy transition, the future of flight, and precision health. - Work closely with senior leaders to develop strategy around macro themes including digital transformation, data architecture, and the future modality of delivering our exceptional client service. - Collaborate with Corporate Finance teams on organic value-creation opportunities - Draft presentation materials for use with First Republic’s Board of Directors and present to senior management.
Job ID
2022-16221
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential The Commercial Real Estate Analyst has the opportunity to assist the commercial lending team in evaluating, underwriting, monitoring and maintaining new and existing loans including commercial, multifamily, and mixed-use properties projects. This involves reviewing applications, underwriting recurring income and post loan liquidity, obtaining due diligence, preparing credit narratives and following up during the credit approval process, closing transactions and post-closing follow-up.   What you’ll do as a Commercial Real Estate Analyst: - Evaluate prospective real estate opportunities by analyzing property cash flows (current and future), rent rolls, locations, property types (residential, multifamily, retail, office), requested loan terms and all other information available. - Spread and analyze current and proposed property operating statements and/or tax returns and have a complete understanding of cash flow reports, financial ratios, trends, etc. - Spread personal financial statements and tax returns and be proficient in K-1 and cash flow analysis. Analyst must be able to identify recurring and non- recurring sources of cash flow, global cash flow from real estate, the subject property’s ability to cover debt service and ability of client/guarantor to support the property. - Underwrite real estate credit narratives for new loans as well as for renewals, modifications and short-term extensions. This includes financial and risk analysis, purpose of loan, repayment sources, collateral, financial & reporting covenants, tenant analysis, and sponsor and project team summary.  - Run credit reports on companies and individuals to assist in the analysis process. Conduct research on specific industries/companies and due diligence on sponsors and guarantors to assist team. - Conduct site inspections on real estate property to ensure property is well-maintained and is operated in accordance with industry practice. - Review documentation for consistency and accuracy of Credit Narratives. This requires working with the Borrower, Commercial Loan Operations, Closing Department and outside legal counsel. - Create and maintain all loan and credit files. Must be able to take responsibility of the credit file used in approving each loan. - Assist and work with clients on all levels of the relationship, including: collecting loan and legal fees, calling on delinquencies, assisting clients with various loan and deposit related inquiries, etc. Remedy or submit requests to the proper departments and follow up to ensure timely execution. - 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.  
Job ID
2022-16219
Category
Customer Service/Support
City
Portland
State
OR
Position Type
Regular Employee (REG)
The SeniorData Analyst works with subject matter experts from the project team to determine data requirements, create functional specifications, craft detailed data flow design documents, and participates in the full development process life cycle from concept, through testing to implementation. This includes identifying necessary data, reconciling with the new application and the legacy data sources and ensuring a successful implementation. This will include communicating business term definition, establishing data quality rules, writing and execute data quality checks, researching and analyzing data in support of business functions, process and workflow knowledge and user acceptance testing.   What you’ll do as a SeniorData Analyst: - Collaborate with Project Manager, business partners and colleagues to jointly identify data requirements to meet project objectives - Define and document standard calculation logic and business term definition in partnership with subject matter experts - Document data mapping requirements and field-level design documents by capturing the data transformations and business rules and providing the technical specifications as foundation for the subsequent ETL workflows - Perform data analysis to understand the source data, its structure and how it maps into our current data ecosystem - Build process flow diagrams that represent the flow of data between the different business processes and entities - Manage the end-to-end process for ad hoc data requests: Intake, Prioritization and Delivery - Build automated data quality check using combination of advanced SQL, Snowflake, Denodo, SSRS, Microsoft Power BI, and Tableau, to ensure that data refreshes meet quality thresholds. - Communicate results and insights with project teams and stakeholders (e.g., through live presentations and ongoing analysis/reports) - Run ad-hoc analysis for Product Managers, business partners and leadership using standard query languages and operationalize for repeatable use via data visualization and reporting suite - Write SQL code which is used for creating end-user Views to enable business stakeholders to retrieve key data, metrics, and reports on demand anytime - Work with end users to enhance, transform, and automate manual processes
Job ID
2022-16218
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Relationship Manager Development Specialist: - Help put the right processes, programs, and resources in place to enable every colleague to develop and grow meaningful careers at First Republic - Collaborate with HR team members and internal clients to support learning programs that enhance the knowledge, skills and engagement of our 7000+ colleagues - Support enterprise-wide onboarding and cultural integration, leadership, and professional development programs, events and initiatives - Collaborate with Program Leads to manage nominations, invitations and registrations for in person and virtual trainings and events - Materials development and managing of event logistics including hotel accommodations, catering, and AV needs - Collaborate with E-Learning team to track registrations and attendance in Learning Management System - Manage program resource creation and delivery, including materials, mobile event applications and inventory of onboarding collateral - May require work commitments 2-3 evenings and/or weekends per month to assist onsite with events - Contribute to a positive learning culture
Job ID
2022-16216
City
New York
State
NY
Position Type
Regular Employee (REG)
The Learning and Development team supports onboarding, professional development, cultural programs, performance management, compliance training, leadership development and Bankwide training. We are a team within the Human Resources department, and we are excited about contributing to a positive learning culture at the Bank. We enjoy working together and are looking for a great collaborator to join us!   The Learning and Development Systems Analyst will contribute to the Learning and Development team with a special focus on operating our learning management platform. This includes supporting our required online training program, building and maintaining in-person and virtual events and sessions in our learning management system. Our dynamic environment provides a great opportunity for growth and the ability to make a direct impact by providing technical leadership; streamlining existing problem resolutions; and leading support in partnership with the L&D Team.   What you’ll do as a Learning & Development Systems Analyst: - Support First Republic’s compliance training program by helping the L&D Operations team upload, test and assign online courses. This includes troubleshooting certain courses that might have an issue and responding to inquiries from colleagues about their training. - You will also support the build, QA and overall development of Instructor-Led and Virtual Instructor-Led (ILT and vILT) events and sessions within the learning management system (LMS). This includes generating and submitting attendance rosters for ILT and vILT sessions, as well as building custom reports as needed. You will also help configure custom emails and evaluations in the system for all events and sessions (registration, reminders, post-session evaluations, etc). - You will assist with our quality assurance processes for both online compliance courses and ILT/vILT session builds to ensure accuracy, reliability and availability. - Support the product release cycle, collaborating with team members to implement the installation of system updates, upgrades, integrated tools and other software integrated with the system. - Provide high-touch internal customer service to our L&D partners and colleagues. This includes responding to employee questions and/or requests from our shared inboxes or ServiceNow platform. - Support other Learning and Development programs as appropriate.
Job ID
2022-16215
Category
Human Resources
City
San Francisco
State
CA
Position Type
Regular Employee (REG)

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