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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See service from a higher perspective As a District Banker, you will provide quality client service, cross sell bank products and maintain operations at our Preferred Banking Offices (i.e., bank branches). We’ll look to you to demonstrate First Republic’s core values and offer an extraordinary client experience.    What you’ll do as a District Banker: -  Demonstrate thorough knowledge of all Preferred Banking Office operations and banking policies and procedures. - Create a memorable client experience; establish and maintain professional relationships with clients to ensure repeat and referral business. - Demonstrate thorough understanding of all banking products and client needs. - Handle daily activities of the bank, such as processing transactions; maintaining bank records; and preparing and balancing daily work, bank deposits, ATM and night depository. - Participate in maintenance of the office to represent the office in a positive manner. - Promote and cross sell new banking products and services to clients as well as understand their needs to refer them to Relationship Managers, Preferred Bankers and Trust Officers. - Actively contribute to attaining individual and office sales goals.
Job ID
2022-16713
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Treasury Management Implementation Specialist is responsible for the set-up, maintenance and coordination of new and incremental Treasury Management products & services for the bank. The individual may be responsible for working closely with the Client and their related Vendors, Sales, Bankers, and other internal teams, to enhance the satisfaction of the Client through timely and accurate treasury management implementations. Responsible for ensuring the client business requirements are understood and satisfied. This individual will collaborate cross-functionally with multiple teams, front line producers (Business Bankers, Relationship Managers, and Bankers), clients, technology, operations, product, and vendors.   This role resides in Treasury Management and interacts with internal colleagues and external clients. Providing exceptional client support to both internal and external customers is fundamental to both the company values but is also key to the success of First Republic Bank.    What you’ll do as a Treasury Management Implementation Specialist II:  - Provide extraordinary support for clients using Treasury Management products or services - Implement and drive both moderately complex to complex treasury management requests to completion by coordinating with clients, vendors and internal departments within First Republic Bank - Monitor the status of the requests from inception through completion of the implementation process to meet or exceed department service level agreements - Meet and exceed Treasury Management Implementation production, productivity, quality, and customer-service department standards - Review client requests and documentation for completeness; remedy any discrepancies or capability gaps by working with the Banker, Sales, Product Management, and client directly throughout entire project - Establish client profiles on bank applications required to grant clients access to online systems, bank information and the ability to perform transactions. - Will be required to support bank initiatives and participate in special projects in support of process improvement, or product development and enhancement activities as requested by senior leadership - Propose solutions or ideas to help address business trends - Complies with federal, security, and legal requirements by following adherence to requirements; advising management on needed actions and completing all regulatory testing.
Job ID
2022-16710
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
The Treasury Management Implementation Specialist is responsible for the set-up, maintenance and coordination of new and incremental Treasury Management products & services for the bank. The individual is responsible for working closely with the Client and their related Vendors, Sales, Bankers, and other internal teams, to enhance the satisfaction of the Client through timely and accurate treasury management implementations. Responsible for ensuring the client business requirements are understood and satisfied. This individual will collaborate cross-functionally with multiple teams, front line producers (Business Bankers, Relationship Managers, and Bankers), clients, technology, operations, product, and vendors.   This role resides in Treasury Management and interacts with internal colleagues and external clients. Providing exceptional client support to both internal and external customers is fundamental to both the company values but is also key to the success of First Republic Bank.    What you’ll do as a Treasury Management Implementation Specialist III: - Provide extraordinary support for clients using Treasury Management products or services - Implement and drive complex treasury management requests to completion by coordinating with clients, vendors and internal departments within First Republic Bank - Monitor the status of the requests from inception through completion of the implementation process to meet or exceed department service level agreements - Meet and exceed Treasury Management Implementation production, productivity, quality, and customer-service department standards - Review client requests and documentation for completeness; remedy any discrepancies or capability gaps by working with the Banker, Sales, Product Management, and client directly throughout entire project - Establish client profiles on bank applications required to grant clients access to online systems, bank information and the ability to perform transactions. - May be required to support, and lead bank initiatives and participate in special projects in support of process improvement, or product development and enhancement activities as requested by senior leadership - Identify training opportunities and business process improvement opportunities to address repetitive situations that may lead to optimize the business - May be required to review and audit internal business processes, requests, or client projects and propose solutions or ideas to address trends - Complies with federal, security, and legal requirements by following adherence to requirements; advising management on needed actions and completing all regulatory testing.
Job ID
2022-16708
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
The Economic Sanctions and Anti-Corruption Compliance (ESAC) program is designed to ensure the protection of our clients, the U. S. financial system, and our country from illicit actors who exploit banking services with nefarious and criminal intent. The OFAC Sanctions Investigator is critical for ensuring compliance with the Bank’s Economic Sanctions policy and procedures. The OFAC Sanctions Investigator will report to the Screening Operations Manager and will be responsible for the review, verification and escalation of potential sanctions violations.   What you'll do as an OFAC Investigator: - Review real-time or in-process transactions with potential OFAC matches to ensure compliance with OFAC and UN sanctions.  - Document analysis of alert dispositions; escalate incidents as appropriate. - Identify transactions may require Blocking or Rejection. - Research and obtain supporting documentation for OFAC related alerts and cases. - Compare potential matches to the Bank’s client list and communicate with bankers and other financial institutions. - Review and recommend whitelist phrases to the List Screening Manager to reduce false positive alert rate within the bank’s risk tolerance. - Knowledge of wire messaging processes for wire clearing and corresponding with other financial institutions. - Participate in system testing and tuning exercises. - Assist with preparing reports, such as internal metrics, risk assessments and government filings. - Additional responsibilities include:  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, USA PATRIOT Act, etc.) and the Office of Foreign Assets Control Economic Sanctions Enforcement Guidelines 2) adhering to Bank policies and procedures, 3) completing required training, 4) other duties as assigned. 
Job ID
2022-16706
Category
Compliance
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Senior Implementation Project Manager is responsible for the set-up and coordination of new and incremental Treasury Management for the bank.  The individual is responsible for leading internal teams, working closely with the Client and their related Vendors, Sales, Bankers, and other internal teams, to enhance the satisfaction of the Client through timely and accurate treasury management implementations. Responsible for ensuring the client business requirements are understood and satisfied. This individual will collaborate cross-functionally with multiple teams, front line producers (Business Bankers, Relationship Managers, and Bankers), clients, technology, operations, product, and vendors.   In this role, this individual manages multiple projects concurrently from original concept through final implementation and post-project assessment. This role resides in Treasury Management and interacts with senior internal colleagues and external clients. Providing exceptional client support to both internal and external customers is fundamental to both the company values but is also key to the success of First Republic Bank.    What you’ll do as a Treasury Management, Senior Implementation Project Manager: - Apply project management methodology to facilitate complex TM Implementation projects, establishing timelines, and tracking progress to ensure successful delivery - Plan and work independently with little direct supervision in a highly complex, entrepreneurial and (often) high pressure environment assisting clients and bank colleagues with technical product implementation requests adhering to established guidelines and procedures, delivering within established service level agreements. - Implement client set-up requests that are complex in nature due to the sophisticated relationship structure - Independently lead client calls and provide support for special/complex client implementations. - Support bank initiatives and participate in special projects in support of process improvement, or product development and enhancement activities as requested by senior leadership - Monitor the status of the requests from inception through completion of the implementation process to meet or exceed department service level agreements - Review client requests and documentation for completeness; remedy any discrepancies or capability gaps by working with the Banker, Sales, Product Management, and client directly throughout entire project - Establish client profiles on bank applications required to grant clients access to online systems, bank information and the ability to perform transactions. - Recommend and escalate trends observed relative to Treasury products and services to the Manager and Supervisor for product and business improvements - Ability to effectively deliver a comprehensive client training plan through post-implementation
Job ID
2022-16704
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
As a Senior Client Service Associate, you will be the first point of contact for clients or prospects,  providing a wide range of sales, service, administrative and relationship management support to assigned wealth advisors and investment professionals across Registered Investment (RIA), Broker-Dealer and Trust or other teams.   What you’ll do as a Senior Client Service Associate: - Provide sales and service support for current clients and prospects. - Research and respond to inquiries of high net worth clients; escalate issues as appropriate. - Oversee client interaction — act as a conduit between client and Private Wealth Management operations; create business plans geared toward client growth; build relationships with clients by initiating contact and making frequent office visits; introduce technology and services to clients as appropriate; cross sell products, services and/or technology; monitor client investing and understand their rationale, intentions and goals. - Assist with phone calls to prospects and clients, manage meeting logistics, submit business expense requests, schedule appointments and distribute mail. - Place equity, mutual fund and fixed income trades for brokerage clients; as necessary, utilize custodial websites, CRM client database and APX portfolio management system. - Assist with completion and transmission of transaction documents and communicate with operations/billing/internal departments/First Republic Securities Company and other custodians regarding transaction processing follow-up.
Job ID
2022-16683
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
The Business Practice Manager was created within Private Wealth Management to support top performing Wealth Management teams seeking a client centric professional with a proven track record of developing service and operating models that drive scalable and competitive business strategies.  This role works in partnership with the Wealth Managers on the team to run the practice and look for ways to grow the business. Ultimate goal is to give the WM’s time back to prospect and meet with clients while the BPM handles the day to day business aspects.   Each Wealth Manager’s business is as unique as they are.  The Business Practice Manager will serve as Chief Operating & Service Officer for their specific team with a focus towards continuous process improvement in order to deliver exceptional service to both internal and external clients.    What you’ll do as a Business Practice Manager: - Partner with PWM Management Team for all things related to Wealth Manager(s) and deliverables set by the firm, including: business requirements for platform advancement opportunities, data governance and reporting initiatives, client and employee experience enrichment strategies, etc. - Drive individual Wealth Management team strategic initiatives to enrich the client experience and increase operating efficiencies, including: foster business development ideas, standardize core workflows to create a scalable operating model, establish client segmentation guidelines and touchpoints, guide support staff resource alignment for new and existing team members, etc. - Assist with team responses to complex client requests and inquiries - Identify and assist with technical/soft-skill training and career coaching/development opportunities for all team members to include senior professionals - Create business reporting, identify and drive ways to action on results, and communicate outcomes - Liaise with internal specialist to educate sales professionals on products and services offered within First Republic, including: client fee incentive offers for Bank products/services, Insurance, FX, Trust, Financial Planning, Etc. - Manage ad-hoc team specific administrative responsibilities, including: compensation tracking, support supplemental incentive plans, special projects, lead team meetings, primary point of escalation, etc. - Ensure team adherence to firm policies and procedures
Job ID
2022-16680
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
As a PBO Senior Preferred Banker, you will be responsible for growing a personal portfolio of business by developing and maintaining customers by offering a full range of First Republic products and services. You will be responsible for understanding the customers financial needs, recommending the right products and services and resolving customer issues as they arise. In this position you will be expected to develop client relationships through positive customer experiences.   What you'll do as a PBO Senior Preferred Banker: - Utilizes all available resources to provide the best solution to ultimately enrich and create a memorable customer experience. - Processes customer transactions according to branch policies and procedures. - Files and maintains bank records in compliance with branch policies and procedures. - Prepares and balances daily work, bank deposits, ATM and Night Depository. - Participates in maintenance of the branch office to represent the office in a positive manner. - Promotes and introduces new banking products and services to customers. - Understands customer needs to refer them to Relationship Managers, Preferred Bankers, and Trust Officers. - Establishes and maintains professional relationships with customers to ensure repeat and referral business and minimize customer attrition. - Proactively seeks ways to develop and expand customer relationships in order to build a book of business and contribute towards meeting individual and branch sales goals. - Actively participate in branch sales promotions.
Job ID
2022-16678
Category
Banking
City
New York
State
NY
Position Type
Regular Employee (REG)
The Treasury Management team is looking for a Treasury Management Business Support Director who will be responsible for overseeing a team of TM Implementation professionals across various locations responsible for supporting a wide range of Treasury Management products and services to help our corporate banking clients manage their receivables, payables, and account information. This leader will be responsible for: 1) strategic and organizational leadership 2) directing client onboarding and change management initiatives 3) hiring, developing, coaching, motivating and leading a team of TM Implementation professionals in support of First Republic’s clients. The Treasury Management Business Support Director is a highly visible role that is mission critical to the future growth and success of First Republic and, specifically, Treasury Management. This leader will work with senior leaders to provide an overview of projects, their impact, benefit, and periodic business reviews on the health of the business.    This position can be in New York City, San Francisco, or Los Angeles   The Treasury Management Business Support Director, reports to the Head of TM Implementation & Delivery.   What you’ll do as a Treasury Management Business Support Director: - Manage and develop a team of Treasury Management Implementation professionals to successfully complete moderately complex to complex implementations for corporate banking clients - Work with the Head of TM Implementation & Delivery to identify key priorities for Treasury Management, segregate prioritize these priorities, turn these priorities into actionable items, and coordinate their implementation cross-functionally - Work with the Head of TM Implementation & Delivery to develop strategy around macro themes including digital transformation, and the future technique of delivering our exceptional client service. - Develop coordinated roadmaps across Treasury Management to understand, track, and help guide collaborative projects and initiatives - Lead continuous process improvements within our organization and effectively collaborate with colleagues, senior leaders and stakeholders to implement key initiatives - Complete high-quality analysis and detailed documentation to facilitate effective decision making, client/ banker communication, and consistent project execution and delivery. Provide business partners, vendors and projects with guidance and high-quality documentation/ resources to better design, test, deliver and maintain Treasury Management products. - Influence & drive senior leader conversations, which may include executive-level presentations - Ensure department is providing extraordinary client service to our clients and colleagues, delivering on established service-level agreements - Act as a point of escalation for issues that arise and collaborate with the appropriate parties to resolve; conduct root cause analysis and implement preventive measures to mitigate issues from reoccurring - Develop, maintain strong and effective partnerships for our clients’ benefit - Create, maintain a strong culture of self-development and continual improvement that fosters high accountability across the team - Foster a culture of innovation and creativity that aides in delivering exceptional client experiences - Work independently with little direct supervision effectively in a highly complex, entrepreneurial and (often) high pressure environment. - Perform duties & responsibilities specific to department functions & activities or as required by manager - Manage people, teams (both onshore and off), drive consensus and work effectively with third parties. - Collaborate effectively in a team first environment across all levels of the organization, where flexibility, collaboration and adaptability are essential - Adhere to and comply with all applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (for example, Bank Secrecy Act, USA PATRIOT Act, etc.); adhere to Bank policies and procedures; complete all required training; identify and report potential suspicious activity to the Bank Secrecy Act / Anti-Money Laundering Officer; and know and verify the identity of clients entering into a relationship with the Bank. 
Job ID
2022-16677
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
The Treasury Management team is looking for a Treasury Management Implementation Director who will be responsible for overseeing a team of TM Implementation professionals across various locations responsible for supporting a wide range of Treasury Management products and services to help our corporate banking clients manage their receivables, payables, and account information. This leader will be responsible for: 1) strategic and organizational leadership 2) directing client onboarding and change management initiatives 3) hiring, developing, coaching, motivating, and leading a team of TM Implementation professionals in support of First Republic’s clients. The Treasury Management Implementation Director is a highly visible role that is mission critical to the future growth and success of First Republic and, specifically, Treasury Management. This leader will work with senior leaders to provide an overview of projects, their impact, benefit, and periodic business reviews on the health of the business.    This position can be in New York City, San Francisco, or Los Angeles   The Treasury Management Implementation Director, reports to the Head of TM Implementation & Delivery.   What you’ll do as a Treasury Management Implementation Director: - Manage and develop a team of Treasury Management Implementation professionals to successfully complete moderately complex to complex implementations for corporate banking clients - Identify opportunities for strategy, business initiatives and sustainability of change across department - Lead continuous process improvements within our organization and effectively collaborate with colleagues, senior leaders, and stakeholders to implement key initiatives - Influence & drive senior leader conversations, which may include executive-level presentations - Ensure department is providing extraordinary client service to our clients and colleagues, delivering on established service-level agreements - Develop, maintain strong and effective partnerships for our clients’ benefit - Create, maintain a strong culture of self-development and continual improvement that fosters high accountability across the team - Foster a culture of innovation and creativity that aides in delivering exceptional client experiences - Act as a point of escalation for issues that arise and collaborate with the appropriate parties to resolve; conduct root cause analysis and implement preventive measures to mitigate issues from reoccurring - Accurately solicit and represent the “voice of the customer” where required. - Complete high-quality analysis and detailed documentation to facilitate effective decision making, client/ banker communication, and consistent project execution and delivery. Provide business partners, vendors and projects with guidance and high-quality documentation/ resources to better design, test, deliver and maintain Treasury Management products. - Develop deep understanding of clients’ corporate banking needs, and how they can be fulfilled by bank/vendor systems. - Given the Bank’s delivery of many technology solutions and related services through third parties, a significant part of these activities involves working closely and effectively with multiple third parties. - Work independently with little direct supervision effectively in a highly complex, entrepreneurial and (often) high pressure environment. - Perform duties & responsibilities specific to department functions & activities or as required by manager - Manage people, teams (both onshore and off), drive consensus and work effectively with third parties. - Collaborate effectively in a team first environment across all levels of the organization, where flexibility, collaboration and adaptability are essential - Adhere to and comply with all applicable federal and state laws, regulations, and guidance, including those related to anti-money laundering (for example, Bank Secrecy Act, USA PATRIOT Act, etc.); adhere to Bank policies and procedures; complete all required training; identify and report potential suspicious activity to the Bank Secrecy Act / Anti-Money Laundering Officer; and know and verify the identity of clients entering a relationship with the Bank. 
Job ID
2022-16676
Category
Deposit Services
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
As a member of our Internal Audit Team, the Internal Audit Analyst, Data Analytics and Automation will contribute to developing and maturing the data analytics capabilities of the Data Analytics and Automation program of Internal Audit. The role will focus on meeting the data analytics needs for the Internal Audit department including internal audit planning, fieldwork, and reporting, validation of the Bank’s key risk indicators, and monitoring of new and emerging risks. The role will work closely with the audit teams within the Internal Audit department, as well as the Bank’s Information Technology groups, Enterprise Data and Client Insights group, and other lines of business, as necessary, to facilitate the completion of data analytics engagements.   What you’ll do as a Senior Data Analyst, Internal Audit, Data Analytics and Automation:   - Execute on assigned data analytics engagements and components of Internal Audit’s Data Analytics and Automation program, strategy, and roadmap, with minimal supervision. - Apply a logical and methodical approach for identifying, prioritizing, and implementing data analytics ideas that support risk assessments, internal audit engagements, and continuous monitoring activities. - Lead the planning, organization, and completion of engagements, communicating progress and risks periodically, while observing escalation procedures throughout the engagements. - Provide support in developing the infrastructure for data analytics, including building Extract-Load-Transform processes and data pipelines. - Extract and analyze data from the Bank’s data warehouse and enterprise data marts using Snowflake and/or Python, and visualize analysis results in Tableau. - Demonstrate and apply technical expertise in developing data analytics solutions and peer reviewing other colleagues’ work products. - Prepare the necessary presentations, solution documentation, user guides, and demonstration materials for developed solutions, allowing Internal Audit users to better understand, apply, and use developed solutions; gain support for adoption of developed solutions through effective communication, presentation, and persuasion skills. - Monitor existing data analytics solutions, and support maintenance and issue resolution. - Ensure the overall quality, consistency, risk management, and adherence to department and professional standards for engagements. - Be recognized as a data analytics champion, while developing and maintaining strong and collaborative working relationships with various teams within the Bank, learning and understanding the business to better provide value-added services, helping management achieve objectives, and enhancing customer satisfaction. - Maintain professional certification(s) and continue to develop and expand knowledge of data analytics, risk management, the audit profession, Information Technology, bank regulatory issuances, our industry, and Company products and information through self-study, research, and continuing education efforts.
Job ID
2022-16670
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Production Support Analyst will solve complex mortgage related issues posed by Loan Teams, ELC, Closing and Funding, and other departments.  The individual is also responsible for tracking, trend analysis, LOS testing, LOS Defect Replication, and supporting BSM’s with data, reporting, and artifacts.   What you’ll do as a Production Support Analyst - Troubleshoot mortgage processing and underwriting issues - Track mortgage and processing issues - Prioritize and initiate solutions to identified issues - Educate colleagues and cross-functional partners on best practices - Test new releases to the LOS - Replicate identified defects for Product Team to remediate - Generate reporting and visual aids to support Business Support Managers - Serve as Subject Matter Expert to Learning and Development - Ad Hoc projects related to pipeline management, business process design, and more  What skills you will use: - Critical thinking and problem solving - Customer service - Data/Trend analysis - Mortgage underwriting and processing
Job ID
2022-16669
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Experienced QA Automation Engineer with Automation scripting language such as Java Script, Selenium and Mabl.  Responsible for overseeing all aspects of automation. This role will work with offshore teams for delivery of QA Automation needs.     What you’ll do as a Lead, QA Automation Engineer: - Mentor offshore teams on overall automation - Work with teams to setup Jenkins jobs for each of the applications in NP2 and NP3 - Setup automatic daily run from Jenkins for each of the Lending applications in NP2 and NP3 - Working with teams to merge the latest code changes in GIT Repository - Work on more complex automation issues such as API/UI automation - Lead automation framework and regression automation using Selenium - Work with the QA Leads and Business partners to analyze automation requirements and centralize in Jira - Work with the team to perform in sprint automation - Assist teams from moving from Selenium to Mabl automation tool - Send management weekly Metrix and status of overall automation    
Job ID
2022-16667
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Sales Quantitative Analyst: - Independently partner and work with sales, teammates, other analytics teams across the bank, and other cross functional teams to identify opportunities and implement innovative solutions and operational enhancements using analytical models to increase sales performance and drive revenue. - Rapidly develop, execute and implement custom and accessible solutions to fit the sales team’s book of business under the guidance of senior quants and management. - Work closely with stakeholders to solve problems quickly and implement something that works “now” while collaborating with team leadership on how to scale solutions for wider adoption. - Conduct hands-on data analysis and validation, and develop data reports and predictive models supporting increasing sales and revenue. - Use advanced analytics to assess portfolio performance, identify business opportunities, increase sales for individual banking teams, and drive critical business decisions by: - Brainstorming data mining strategies; extracting and analyzing credit, and retail and investment banking data; building dashboards, alerts and tools; and producing other tools and solutions. - Designing, developing, and deploying self-service reports, scorecards and dashboards based on internal and external data. - Research, explore, and enable new quantitative techniques and technologies in data science. - Drive thought leadership and embrace emerging industry innovation and best practices. - Mentor and support junior resources in technical areas. - Create documentation and maintain version control for all deliverables - Additional responsibilities may be assigned based on department needs.
Job ID
2022-16666
City
Palo Alto
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential The leader who heads Advisory Equity Trading is charged with the leadership and management of the First Republic Investment Management (FRIM) Equity Trading team. The activities associated with this role represent an important set of responsibilities, encompassing the growth and development of the team members, delivering investment performance, and raising the communication and service standards to Wealth Managers (WM). Delivering on these objectives is an important opportunity to contribute to the broader enterprise goals of First Republic Bank.   What you will do as Senior Vice President, Head of Advisory Equity Trading : - Building an Institutional platform and delivering Trading Performance Advocating, designing and building an institutional equity trading platform that can address multiple order inputs, batching processes, multiple brokerage relationships, and deliver both speed and price improvement in execution are paramount priorities for this role.  Managing the quality and performance of Equity Trading team’s execution to ensure competitive performance is a critical aspect as well.  Performance will be assessed on those accounts principally utilizing the internal SMA models on a calendar quarter, full year, rolling three-year basis.  - Administration and Compliance The responsibilities as leader of the Advisory Equity Trading Team includes oversight and maintenance of all related policies and procedures, meeting audit, compliance and regulatory requirements as well as ensuring accurate and timely response to Audit or regulatory recommendations and/or requests for information. The goals of this ongoing oversight include (a) ensuring appropriate oversight is established with regular meetings of the Advisory Equity Trading Team in fulfilling their execution responsibilities including meeting Best Execution standards, (b) ensuring first line of defense risk management is embedded within the Advisory Equity Trading Team and relevant processes, (c) consistent and integrated governance and communication between the wealth managers and appropriate Investment Management Research teams.  Critical metrics include (a) there are no adverse findings arising from internal auditors, the FDIC, or other regulatory bodies for the FRIM trading business related to those areas for which you have oversight; and (b) you have met all the obligations set forth in the Eagle Alternative policies, standards and guidelines, and (c) de minimis trading errors both in volume and dollar amounts. - Wealth Manager and Colleague Communications and Feedback Effectively communicating with and being responsive to FRIM’s Wealth Managers and colleagues is an important objective for this role.  In order to drive success in with Wealth Managers, the person in this role will be expected to develop and execute communications protocols and processes for the team to ensure high service standards are met, as well as on a personal level communicate clearly, thoughtfully, and consistently to all parties engaged with the team inclusive of Wealth Managers, team members, executive management, and Research colleagues. The degree to which team demonstrates high responsiveness to and follow up on issues, questions, or other communications from Wealth Managers, Bankers and colleagues will be an important determinant of success and will be influenced by the feedback obtained from the Wealth Managers and related parties. - Team Management We are a collaborative, fun, and service-oriented culture.  In order to promote those values, the responsibilities as leader of the Advisory Equity Trading Team include (a) overseeing the responsibilities of the team members, ensuring effective utilization of the team, (b) ensuring the team structure is optimized for the various business demands, (c) promoting a culture of service and learning within the Team and (d) advocating, promoting, and attending relevant team-building endeavors.  The critical metrics for evaluation include team feedback, effective delegation of responsibilities and accountability for the team members’ visibility within First Republic Private Wealth Management. - Recruiting Support, Client Marketing and Enterprise Growth The Head of Advisory Equity Trading role is a senior and highly visible role within PWM and across the Bank.  The responsibilities to support the enterprise include (a) being available to assist with Wealth Advisors and other PWM professionals in generating and, where appropriate, remaining involved in larger and or more complex relationships; and (b) on a limited basis, to be available to meet and maintain communication with prospective new investment professional hires and teams. - Promoting and protecting the First Republic culture and values The Head of Advisory Equity Trading is expected to be the first line of defense in ensuring the First Republic culture and its values are understood and demonstrated by the Eagle Alternative team. Part of maintaining the First Republic culture is developing close working relationships with all the Wealth Managers, demonstrated by direct and indirect measures of Wealth Manager satisfaction.  The Head of Advisory Equity Trading is expected to be in regular contact with Wealth Managers and is expected to attend regular meetings of Wealth Managers that are seen as valuable and helpful by such professionals. - Working proactively and effectively with other senior leaders and Executive Bank leadership In the role as leader of the Advisory Equity Trading team, the Head of Advisory Equity Trading will need to build relationships with other senior business leaders across the organization and will need to ensure there are strong relationships in place.  The Head of Advisory Equity Trading will also be responsible for helping to lead ad hoc business efforts that are generated regionally and/or at the executive level.  These could be efforts to address new regulatory issues, business priorities, or even the launch of new product offerings. - Oversee Overlay Portfolio Management for UMAs The Head of Trading will also be responsible for managing a team of overlay traders and supporting them with research driven investment changes, client directed requests, and external money manager across the board trades. As we build out our UMA capabilities, this individual will be integral in developing processes and guidelines to ensure alignment of investment mandates with a high level of service. These functions will include tax, cash, drift, and allocation alignment. The Overlay function will also assist with trading and executing manager model changes.
Job ID
2022-16665
City
New York
State
NY
Position Type
Regular Employee (REG)
As the Director of Corporate Digital Products, you will be responsible for leading initiatives supporting First Republic Bank’s digital Corporate Digital offering. You will be responsible for one or more functions within corporate digital products (e.g. payments, information reporting, client experience etc.) and work closely with other lines of business and cross-functional teams within First Republic from concept to delivery of new functionality across multiple digital platforms, such as desktop and mobile. The role involves a combination of working on product strategy, leadership & product development including setting product vision, gathering and prioritizing requirements, driving execution and engaging with bankers, senior leaders and clients.   What you’ll do as a Director of Corporate Digital Products - Manage all aspects of the product life-cycle, including strategy, business vision, roadmap generation, user story creation, backlog grooming, sprint planning and release - Develop a deep understanding of clients’ use of Corporate Digital Banking by actively engaging with clients, First Republic Relationship Managers and other lines of business to actively solicit and represent the “voice of the ” - Participate in the capital planning process by defining the business case and budget requirements; champion the product vision and roadmap to secure project - Stay apprised of industry trends and shifts in the competitive landscape; incorporate relevant products within our digital ecosystem from pilots/proof of concepts to launching them into production. - Understand the regulatory, legal and security context to maintain compliance and manage - Lead cross-functional teams to ensure timely delivery of quality products; partner with Technology and QA and conduct user-acceptance - Optimize the services of our partner vendors by effectively managing the relationships and their deliverables. - Manage and mentor a team of product managers within the department - Define and analyze metrics that provide insight into the success of our products and utilize these metrics effectively for key product - Adhere to the applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (e.g., Bank Secrecy Act, US PATRIOT Act, etc.), as well as Bank policies and - Identify and report suspicious activity to the Anti-Money Laundering - Know and verify the identity of any client who enters into a relationship with the Bank Officer.
Job ID
2022-16664
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
As the Sr. Product Manager – Alerts & Preferences, you will be responsible for leading initiatives supporting First Republic Bank’s digital Corporate Digital offering. You will work closely with other lines of business and cross-functional teams within First Republic from concept to delivery of new functionality. The role involves a combination of working on product strategy, leadership & product development including setting product vision, gathering and prioritizing requirements, driving execution and engaging with bankers, senior leaders and clients.   What you’ll do as a Senior Product Manager, Alerts & Preferences - Manage all aspects of the product Alerts & Preferences life-cycle, including strategy, business vision, roadmap generation, user story creation, backlog grooming, sprint planning and release - Develop a deep understanding of clients’ use of Corporate Digital Banking by actively engaging with clients, First Republic Relationship Managers and other lines of business to actively solicit and represent the “voice of the ” - Participate in the capital planning process by defining the business case and budget requirements, champion the product vision and roadmap to secure project - Stay apprised of industry trends and shifts in the competitive landscape; incorporate relevant products within our digital ecosystem from pilots/proof of concepts to launching them into production. - Understand the regulatory, legal and security context to maintain compliance and manage - Lead cross-functional teams to ensure timely delivery of quality products; partner with Technology and QA and conduct user-acceptance - Optimize the services of our partner vendors by effectively managing the relationships and their deliverables. - Develop and mentor product managers within the department - Define and analyze metrics that provide insight into the success of our products and utilize these metrics effectively for key product - Adhere to the applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (e.g., Bank Secrecy Act, US PATRIOT Act, etc.), as well as Bank policies and - Identify and report suspicious activity to the Anti-Money Laundering - Know and verify the identity of any client who enters into a relationship with the Bank Officer
Job ID
2022-16663
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Human Resources QA / QC Senior Analyst will evaluate and improve the effectiveness of the Human Resources department, to drive the best possible results for our colleagues in the bank, through collaboration, process improvements, and data analysis. Under the supervision of the VP of Risk, Compliance, and QA/QC and in collaboration with the Manager of Risk, Compliance, and QA/QC, the Quality Assurance and Quality Control Senior Analyst will drive process reviews in collaboration with HR process owners and provide management feedback on the effectiveness of the HR Department.  You will also assist process owners to improve processes where needed.  Primary tasks will include managing the annual Risk and Control Self-Assessment (RCSA), generating and presenting metrics on departmental goals, and managing the department’s standard operating procedures (SOP) library.   What you’ll do as a Human Resources QA / QC Senior Analyst: - Assess the design and effectiveness of HR processes to ensure the appropriate level of efficiency. - Establish and help to maintain a culture where best practices are well documented and routinely followed. - Work with the various Human Resource (HR) teams to conduct the annual Risk and Control Self-Assessment (RCSA) process. Develop and maintain a working process inventory. - Work with the Bank’s Enterprise Risk Management department to report on the results of the RCSA process, as well as report on other risk related findings. - Develop and deploy metrics for measuring the success of the HR Department in meeting its goals. This may include establishing service level agreements (SLA) and other key performance indicators (KPI). - Identify weaknesses, defects, and/or gaps in HR processes. Conduct root cause analyses and work with process owners to develop preventative solutions. - Manage the standard operation procedure (SOP) library and provide training and support to the teams for updating their procedures. - Provide support to the various HR teams during active internal, SOX, and regulator audits. - Contribute to the oversight of bank policy compliance.
Job ID
2022-16662
Category
Human Resources
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Executive Assistant to the Chief Administrative Officer and Chief of Staff to the CEO and Executive Chairman Reporting to the Senior Vice President, Chief Administrative Officer and Chief of Staff to the CEO and Executive Chairman and working closely with the Bank’s executives and teams across the company, this position will be exposed to many different functions at the Bank. The Executive Assistant must be comfortable jumping into this position with a positive attitude, high energy, discretion, poise, excellent judgment and flexibility.  An eager candidate will absorb constant learning from extremely successful and accomplished executives and EA’s.   Day-to-day responsibilities include managing logistics and event details for all board meetings, general administrative work, and handling various projects that involve business activities. This position provides opportunities to liaise with C-level executives, board members, employees, and the potential to contribute to many varying strategic initiatives with exposure to all facets of the business.   What you’ll do as a Executive Assistant: - Support the Senior Vice President, Chief Administrative Officer and Chief of Staff to the CEO and Executive Chairman in the successful planning and execution of projects. - Manage incoming calls, and internal and external correspondence - Have excellent intuition and judgment as you are an extension of the executive - Provide administrative support to the Senior Vice President, Chief Administrative Officer and Chief of Staff to the CEO and Executive Chairman including management of calendar, communications, distribution lists, travel arrangements and expense reports - Support Administrative Services and Facilities department as needed - Plan and execute department offsites and events - Serve as liaison to C-level executives, employees, company advisors and consultants - Coordinate with Board Relations and support as needed - Perform duties and responsibilities specific to department functions and activities - Perform other duties and responsibilities as required or assigned by supervisor - Navigate organizational infrastructure to solve or resolve problems - Provides input and suggestion for process improvements - Stays in touch with all facets of the company and proactively identifies potential issues to the executive before they escalate - Assist and provide support as assigned and needed
Job ID
2022-16654
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential The Portfolio Quality Analyst (”PQA”) will assist the Business Banking Group in the preparation of loans for approval and documentation as well as manage the ongoing collection of financial reporting and monitoring covenant compliance of borrowers. The PQA will assist the Business Banking Group with all day-to-day loan portfolio operations such as financial analysis, documentation and origination. The ideal candidate will have one year of banking experience and a basic understanding of commercial financial information and loan documentation. Due to the complexity of the transactions, attention to detail and the ability to work under tight deadlines is important.   What you’ll be doing as a Portfolio Quality Analyst: - Assist the Credit Analysts & Business Bankers by preparing the basic CLO and LoanVantage data records. - Obtain and review borrower and guarantor formation documentation (inclusive of ordering certificates of good standing) to prepare and manage loan files for submission to Executive Loan Committee (“ELC”). - Work with clients to satisfy compliance requirements unique to each loan agreement. This will include monitoring, obtaining, and evaluating financial reports provided to ensure financial requirements are met. - Work with internal partners to complete Enhanced Due Diligence on new borrowers and guarantors. - Prepare and manage loan files for submission to ELC, Commercial Closing, and external counsel. - Work with the appraisers, environmental professionals and title companies to assist in the commercial real estate due diligence process. - Assist the Credit Analysts & Business Bankers on ad hoc projects - Be or become proficient in Microsoft Office (Word, Excel, and Adobe), OSI, AFS Level III, CLO, OnBase, LoanVantage, AFS RM Tools, Preqin, Bisys, and Moody’s. - Monitor loan maturity report and alert Business Bankers and Credit Analysts of upcoming maturities and process short-term maturity extensions requests as needed. - Develop the ability to spread business financial statements, personal financial statements and individual tax returns. - Local Manager may require additional duties unique to a team’s geography, industry focus and other responsibilities which best utilize a candidate’s skill-sets.
Job ID
2022-16645
City
Napa
State
CA
Position Type
Regular Employee (REG)

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