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.

 

Here are our current job openings. Please click on the job title for more information, and apply from that page if you are interested.

E-Verify Participation Poster


Right to Work Poster

Use this form to perform another job search

The system cannot access your location for 1 of 2 reasons:
  1. Permission to access your location has been denied. Please reload the page and allow the browser to access your location information.
  2. Your location information has yet to be received. Please wait a moment then hit [Search] again.
Please be advised that First Republic Bank will not ask you to provide personal information, including driver's licenses, social security numbers, and passports during the interview process. If you receive a request of this type, please report it to Fraud@firstrepublic.com
Click column header to sort

Search Results Page 12 of 26

Discover the independence to grow and drive change The Data Engineer for the Professional Loan Program (“PLP”) team is primarily responsible for building the data infrastructure that enables the team to conduct, analyze and consult on business decisions. You will be responsible for expanding and optimizing our data and data pipeline architecture, as well as optimizing data flow and collection for cross functional teams. The ideal candidate is an experienced data pipeline builder and data wrangler who enjoys optimizing data systems and building them from the ground up. Eagle Lending is focused on leveraging data and technology to acquire and engage the next generation of First Republic clients. You’ll work in a fast-paced environment where your responsibilities can shift depending on business needs. You’ll roll up your sleeves and help build the foundation that will allow us to continue to create critical reports and run analyses.   What you’ll do as a Data Engineer: - Build and prototype data pipelines and marts that collect, connect, centralize and curate data from various internal and external data sources to support analyses by business stakeholders. - Design and implement robust, scalable solutions to reveal actionable and accurate insights into data. - Manage, extend, design, and implement internal process improvements such as automating manual processes, optimizing data delivery, modifying data model for greater scalability, etc. - Build frameworks tackling meta problems such as model deployment, data validation, and pipeline orchestration. - Work in close partnership with analysts, data scientists and product engineers to design and/or maintain scalable data models to address the Bank’s business needs. - Facilitate self-service access to data across the business through a balance of tooling and training. - Improve process management by developing automation scripts, maintain knowledgebase repository, and ensure the prompt and proper resolution of technical challenges. - Able to translate open ended and ambiguous business requirements into right data solutions - Interaction cross-functionally with stakeholders throughout the organization to identify opportunities for leveraging Bank data to enhance business solutions.
Job ID
2022-16089
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
A culture that invests in you Eagle Lending is looking for an exceptional Professional Loan Origination Specialist. to process individual approved loans, ensuring all required documentation is obtained, the loan file is complete and reconciles with Program terms. Additionally, the Professional Loan Origination Specialist will be responsible for advances, payments and other critical transactions while maintaining and analyzing team reports. We’re looking for a self-starter who is eager to leverage their loan operations experience as part of our fast-growing and fast-paced Professional Loan Program (PLP) Team. The ideal candidate has strong attention to detail and is a clear communicator who excels at managing multiple priorities while working independently or as part of a team.    What you'll do as a Professional Loan Origination Specialist: - Manage assigned professional loan programs, ensuring loan files are complete, accurate, and prepared for booking. Draft borrower loan documentation and send firm/guaranty confirmation emails or adverse action notices when required. - Manage and execute the initial advance process, determine advance amount based on specific program parameters, obtain required internal approvals. - Partner with Loan Administration team and other PLP stakeholders to manage the Professional Loan Program inbox, responding to inquiries accurately and within SLA. - Cultivate strong and positive working relationships with partners to maintain extraordinary internal and external client service. Partners include: Sales, Preferred Banking, Credit Administration, Executive Loan Committee, Loan Servicing, Legal, Deposit, etc. - Actively participate in continuous process improvement by generating suggestions and participating in problem solving activities. - Performs other duties & responsibilities as required or assigned by supervisor
Job ID
2022-16087
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential   See service from a higher perspective As a Preferred Banker Associate, you will have the opportunity to assist the Preferred Banking team and Relationship Managers in developing relationships with clients, transitioning them to the Bank while maintaining existing relationships using the full range of the Bank’s deposit products and services. In this role, you will encourage and recognize opportunities for additional business from existing clients and support the Preferred Bankers with documentation, new client follow-up, compliance logs and administrative duties. You will use your exceptional client service skills and ingenuity to solve problems and enhance relationships with our clients.   What you’ll do as a Preferred Banker Associate: - Provide ongoing exceptional client service on the phone and occasionally in person. - Support the Preferred Banking team in day-to-day responsibilities and provide backup support in the Preferred Bankers’ absence. - Assist with obtaining and organizing all required documentation and filing. - Maintain new account logs, Eagle reports, ALCO reports, client/product reports and transaction logs. - Maintain client relationships and open new accounts. - Acquire knowledge of existing Bank products, specifically on the deposit side, but with a small focus on the Trust, Wealth Management and Loan products. - Keep up-to-date with new Bank product offerings and services. - Maintain the marketing and brochure supply for Preferred Bankers. - Participate in business development calls with Relationship Managers and/or Preferred Bankers. - Adhere to and comply with 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 procedures. - Identify and report suspicious activity to the Anti-Money Laundering Officer. - Verify the identity of clients that enter into a relationship with the Bank.  
Job ID
2022-16084
Category
Banking
City
Boston
State
MA
Position Type
Regular Employee (REG)
Common goals, uncommon potential   See service from a higher perspective As a Preferred Banker Associate, you will have the opportunity to assist the Preferred Banking team and Relationship Managers in developing relationships with clients, transitioning them to the Bank while maintaining existing relationships using the full range of the Bank’s deposit products and services. In this role, you will encourage and recognize opportunities for additional business from existing clients and support the Preferred Bankers with documentation, new client follow-up, compliance logs and administrative duties. You will use your exceptional client service skills and ingenuity to solve problems and enhance relationships with our clients.   What you’ll do as a Preferred Banker Associate: - Provide ongoing exceptional client service on the phone and occasionally in person. - Support the Preferred Banking team in day-to-day responsibilities and provide backup support in the Preferred Bankers’ absence. - Assist with obtaining and organizing all required documentation and filing. - Maintain new account logs, Eagle reports, ALCO reports, client/product reports and transaction logs. - Maintain client relationships and open new accounts. - Acquire knowledge of existing Bank products, specifically on the deposit side, but with a small focus on the Trust, Wealth Management and Loan products. - Keep up-to-date with new Bank product offerings and services. - Maintain the marketing and brochure supply for Preferred Bankers. - Participate in business development calls with Relationship Managers and/or Preferred Bankers. - Adhere to and comply with 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 procedures. - Identify and report suspicious activity to the Anti-Money Laundering Officer. - Verify the identity of clients that enter into a relationship with the Bank.  
Job ID
2022-16082
City
Menlo Park
State
CA
Position Type
Regular Employee (REG)
The Residential Loan Closing Generalist, Quality Control is primarily responsible for conducting post-closing QC reviews on Closing Disclosures (CDs) for all residential mortgages subjected to the TRID regulation. You will review the final Settlement statement from the settlement agent against the Closing Disclosure and Loan Estimate in the system and ensure that a Post-Closing Closing Disclosure is issued to the borrower if there are any changes in Closing Disclosure from the time of funding. You will collaborate with Closing and the Settlement Agent to validate any discrepancies found and if required, the administrator will also issue a refund to the borrower.    Additional responsibilities may include issuing the Initial Closing Disclosure to the borrower, QC of Closing Disclosures and loan documents prior to funding. You will log in errors and report the trends to the team lead, who will prepare weekly findings and ways to avoid those findings back to the Closing team. In addition, the administrator will also log in errors found during the QC of loan documents in CLS (the system for tracking). The goals of this position is to help reduce the amount of errors found on the Closing Disclosure and Loan Documents by working with Closing to provide candid, timely feedback on errors found in closing and post-closing.   What you’ll do as a Residential Loan Closing Generalist, Quality Control: - Perform thorough, timely QC on post-closing compliance QC reviews of Closing Disclosures (CD) on all funded residential mortgages. Collaborate with Closers, Funders, Settlement agents to validate the post close CD accurately and issue the post close CD to the borrowers before the 30 day deadline.  Work QC queue efficiently and demonstrate strong customer service orientation with internal partners with an emphasis on clearing errors and resolving issues.  All errors should be accurately logged for the Team Lead to prepare weekly summaries and monthly reports. - Perform QC of Closing Disclosures and Closing Loan documents prior to prefunding (East Coast) funding (West Coast) to ensure that any mistakes that need fixing are caught before the prefunding/funding of loans. All errors should be logged into CLS to ensure proper tracking of accuracy for closers and funders. - Assist with validating, preparing and issuing the Initial Closing Disclosure to the borrower. - Stay current on regulatory guidance from Corporate Compliance through meetings and discussions, participation in training, reading emails, memos, and presentations. - Share insights about opportunities to improve the Residential CD QC process with respect to workflow, communication, job aids, systems, or other constructive suggestions - Perform duties and responsibilities specific to department functions and activities or as assigned by supervisor. - Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank. 
Job ID
2022-16078
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Make a meaningful contribution to the Bank’s first line of defense. The Director, Deposits Risk & Control is a key member of the first line of defense and has responsibility for monitoring and enhancing the group’s control management framework.    What you’ll do as a Director, Deposits Risk & Control: - Own and manage control documentation used by Deposit Services and our client-facing colleagues in our Banking Offices. Control documentation includes business unit procedures, guidelines, checklists, and any other supporting documents that are necessary to support Deposit colleagues in executing their assigned duties. - Establish and maintain processes that keep control documentation updated and accessible - Participate in efforts to enhance the connection and traceability of control documentation to risk and control self -assessments (RCSAs) owned by Deposit Services and to risk assessments performed by second line of defense functions.  - Leverage RCSAs and other inventories maintained within the Bank’s Governance, Risk Management, and Compliance (GRC) tool. - Direct all maintenance activity for the control documentation to accomplish the following:   - Confirm the content to be included in the scope of the control and any related procedures - Gather and leverage any existing materials - Confirm the format and level of detail of the workflows and documentation - Determine documentation priorities based on management feedback and operation schedules - Interview and confirm accuracy of content with subject matter experts - Incorporate edits as needed - Assist the Deposits Business in evolving first line of defense control monitoring, assessment, validation (including testing), and change management practices., - Contribute to first line risk reporting by developing Key Performance Indicators (KPIs) and Key Risk Indicators (KRIs) for your processes - Advise on initiatives to enhance the usability of procedures by refining existing process documentation and ensuring business line colleagues are appropriately trained on accessing the information they need to manage to manage risk. - Participate in risk and control design that support the execution of the Bank’s unique client service culture. - Contribute to efforts to remediate identified issues and emerging risks as control gaps arise. - Prepare timely responses to Requests for Information (RFIs) in support of internal and external examinations.
Job ID
2022-16073
Category
Deposit Services
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Corporate Security Protection Specialist ("specialist") is responsible for providing professional security services for clients, visitors, personnel, property and assets at First Republic Bank's corporate headquarters.  The specialist maintains a safe and secure environment by patrolling and monitoring the floors with open access, and responsible for security incidents. The specialist will also patrol, monitor and provide a visual deterrence to crime in the public area between our corporate offices.    What you'll do as a Corporate Security Protection Specialist: - Secure premises and personnel by patrolling property; inspecting corporate buildings, equipment, and access points - Contact suspicious people and ask for identification - Observe for signs of crime or disorder and investigate disturbances in private and public areas - Prevent losses and damage by reporting irregularities; informing violators of policy and procedures; restraining trespassers - Prevent passage of prohibited articles into restricted areas - React as a first responder to any corporate security incident, and adhere to protocols of the bank security program - Contact law enforcement in cases of emergency, such as presence of unauthorized persons or those posing a public safety risk - Write reports of daily activities and irregularities, such as property damage, theft, presence of unauthorized persons, or unusual occurrences - Review alarm systems or video cameras, and operate detecting/emergency equipment, if necessary - The role and responsibilities of the Corporate Security Protection Specialist may evolve and change to align with the needs of the business  
Job ID
2022-16068
Category
Compliance
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
As a key member of the Data Governance Team within the Enterprise Data & Client Insights (EDCI) department, this position will play an important role in advancing the bank’s Data Governance Program. Individual will have a great opportunity to work across teams (business and technology) and key stakeholders in a highly collaborative environment. The ideal candidate is a creative and collaborative engineer / data analyst who is passionate about data and possesses both excellent technical proficiency and strong business acumen. Extensive experience with Data Catalog tools is strongly desired.   What you’ll do as a Data Governance Platform Engineer: - Develop and expand core Data Governance systems and applications (e.g., Data Catalog, Metadata Management) - Implement tools to support the Bank’s data governance and data quality programs - Develop customized tools using Data Catalog API layer and Python scripts - Develop Web UI in support of Data Governance capabilities (e.g., Data Lineage, KDE Management) - Streamline management of metadata, business glossary and data lineage - Develop and maintain data taxonomy, KDEs, data lineage and related controls/ procedures - Analyze data quality issues to address root causes and remediate issues - Engage with business and technology partners to document business and functional requirements - Promote the adoption of Data Governance Program with key business partners - Adhere to the Bank’s data governance and data quality programs (policy, standards and controls) - 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, 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
2022-16056
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Vice President, Construction Project Management is responsible for leadership, management and oversight of the construction activities of multiple sites including Preferred Banking Offices and corporate offices throughout the United States. This person is responsible for driving company value by delivering top-notch project performance, bringing our projects in on time, on budget, with the requisite brand, quality and safety specifications. They must be skilled at establishing relationships and working collaboratively in a fast paced, dynamic team environment with multiple projects and priorities. The Vice President, Construction Project Management will serve as a hands-on leader who has accountability for projects, but also plays the role of project manager on a portfolio of projects.   What you’ll do as a Vice President, Construction Project Management: - Serves as primary point of contact for all new construction and renovations. - Responsible for handling multiple projects requiring effective interaction and coordination with other project team members and internal company departments as well as external parties. - Develops and manages project scopes, timelines and budgets.  - Coordinates and leads on-site surveys of new and remodel projects. - Develops preliminary project costs, creates and manages project budgets. Maintains and is accountable for the budget through completion of project. - Responsible for each project’s completion according to the company’s standards for quality, time, and cost. - Serves as project manager on certain projects, taking responsibility and ownership for management in addition to overall accountability. - Conducts regular field inspections on assigned projects, ensuring contractors’ compliance with contract documents and takes necessary corrective action to ensure objectives are achieved. - Reviews and approves contractors’ application for payment as authorized in contract and purchase orders. - Schedules and approves equipment and fixture setup activities to ensure timely occupancy, including delivery and installation of equipment, utility connections, and receipt of all required occupancy licenses. - Recommends and evaluates contractors, engineers and architects, and is responsible for negotiating contract terms. - Establishes and maintains excellent relationships with all vendors, including but not limited to landlords / property managers, general contractors, subcontractors, furniture providers, equipment suppliers, and other vendors. - Works in a collaborative fashion with internal colleagues across the organization, particularly the Information Services, Physical Security, Architectural Design & Development, and Facilities teams. - Negotiates third party contracts; issues and manages Request for Information and Request for Quote processes. - Builds, coaches and develops a strong team of construction project managers with exemplary execution and service mindset. - Establishes and enforces project management discipline, policies, processes and tools that enable effective execution. - Prepares regular reports for management, updating progress on all projects. - Other duties as assigned.
Job ID
2022-16052
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
As a Preferred Banking Client Services Banker, you’ll provide prompt, accurate and courteous responses to internal and external preferred banking client inquiries. You’ll have the opportunity to collaborate with team members to maximize customer service and resolve client issues. In this role, you’ll ask questions to develop an understanding of clients’ full banking needs and interact with other banking departments to ensure that these needs are met.   What you’ll do as a Preferred Banking Client Services Banker: - Process client transactions such as deposits, withdrawals, book transfers, wire transfers, loan funding, advances and payments, and purchases and sales of foreign currency and foreign drafts; respond to any other banking needs and be able to balance within 30 minutes. - Assist clients by phone, email and in person with transaction requests and account inquiries and work as a liaison with other departments to meet clients’ needs.  - Initiate courier service for pickup and delivery of customer deposits and documents as needed. - Order checks, deposit slips and other deposit supplies from our check vendors. - Work with other departments to assist in the processing of specialized transactions (for example, loan fees and special business banking capital calls). - Navigate research resources and answer questions using our check image and Check 21 programs - Develop an understanding of how to read our clients’ documentation using the OnBase program. - Assist in audits of the department’s previous day’s new accounts and maintenance changes to ensure compliance with internal operating procedures. - Work with internal departments to confirm and update client information and help expedite any research requests and/or refer them to the appropriate department to ensure timely responses. - Issue cashier’s checks as requested. - Process account closings as requested. - Order ATM cards and process Instant Issue card requests as needed.  - Submit Travel Declaration forms and assist with ATM questions from clients. Work with the ATM Department to help expedite any issues, questions or concerns. - Process stop payments and stop payment releases as requested. - Process and respond to emails or inquiries from Online Banking, Call Center and other Deposit Services team members.
Job ID
2022-16051
Category
Banking
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective. As a Preferred Banking Client Services Banker, you’ll provide prompt, accurate and courteous responses to internal and external preferred banking client inquiries. You’ll have the opportunity to collaborate with team members to maximize customer service and resolve client issues. In this role, you’ll ask questions to develop an understanding of clients’ full banking needs and interact with other banking departments to ensure that these needs are met.   What you’ll do as a Preferred Banking Client Services Banker: - Process client transactions such as deposits, withdrawals, book transfers, wire transfers, loan funding, advances and payments, and purchases and sales of foreign currency and foreign drafts; respond to any other banking needs and be able to balance within 30 minutes. - Assist clients by phone, email and in person with transaction requests and account inquiries and work as a liaison with other departments to meet clients’ needs.  - Initiate courier service for pickup and delivery of customer deposits and documents as needed. - Order checks, deposit slips and other deposit supplies from our check vendors. - Work with other departments to assist in the processing of specialized transactions (for example, loan fees and special business banking capital calls). - Navigate research resources and answer questions using our check image and Check 21 programs - Develop an understanding of how to read our clients’ documentation using the OnBase program. - Assist in audits of the department’s previous day’s new accounts and maintenance changes to ensure compliance with internal operating procedures. - Work with internal departments to confirm and update client information and help expedite any research requests and/or refer them to the appropriate department to ensure timely responses. - Issue cashier’s checks as requested. - Process account closings as requested. - Order ATM cards and process Instant Issue card requests as needed.  - Submit Travel Declaration forms and assist with ATM questions from clients. Work with the ATM Department to help expedite any issues, questions or concerns. - Process stop payments and stop payment releases as requested. - Process and respond to emails or inquiries from Online Banking, Call Center and other Deposit Services team members.
Job ID
2022-16049
Category
Banking
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As an Administrative Assistant and Business Banking team member at First Republic, you will work directly with clients and internal colleagues to provide administrative support to the Business Banking team while planning client and team events, servicing client requests and coordinating marketing efforts. The administrative assistant must exhibit extraordinary client service and leadership skills. Must be able to lead by example, take the initiative and go above and beyond. The administrative assistant is expected to collaborate with other administrative assistants in and outside of the department to support the broader needs of the team and the Bank. What you’ll do as an Administrative Assistant:   - Provide extraordinary client service - Provide administrative support to the Business Banking team for seven Business Bankers - Manage and maintain calendaring for Business Bankers, including scheduling, sending invitations and arranging meeting logistics using problem-solving skills. The ideal candidate will need to exercise judgement within narrowly defined timeframes - Coordinate logistics for internal and external meetings; drafting correspondence to clients and internal colleagues; ensuring every calendar invite has all the necessary meeting materials, attachments, call-in number or video links - Anticipate needs of colleagues and clients while providing general administrative support such as: managing logistics and refreshments for meetings, answering incoming telephone calls, managing incoming emails/faxes, filing, submitting business expense reports, ordering supplies, scheduling appointments, reserving guest offices and conference rooms and distributing mail - Partner with each Business Bankers to support business development efforts; act as lead coordinator for marketing efforts and client events - Handle confidential Bank and Client information in a discrete manner. Assist with phone calls to prospects and clients, schedule all client-related appointments, and coordinate client mailings/invitations to company events - Assist in ordering and mailing client and prospect gifts; must exercise creativity and thoughtfulness when selecting client / prospect gifts - Partner with Senior Administrative Assistant to coordinate team events - Assist team with document preparation, including editing, formatting and distribution of documents. - Support PQA and Credit analysts on quarterly reporting items occasionally, as needed. - Greet clients, prospects and visitors in the office and provide First Republic Bank level of service and hospitality - Other duties and responsibilities may be assigned.
Job ID
2022-16045
Category
Banking
City
New York
State
NY
Position Type
Regular Employee (REG)
Outside of the traditional finance skill sets, the Treasury team has deep expertise in quantitative modeling, and places a high priority on leveraging technology, data, and analytics to drive decision making.      In this role the candidate will primarily be focused on day to day funding and liquidity management for the Bank, and partnering with our various business lines to structure and price a range of funding vehicles, with a particular focus on broker dealer sweeps and money market mutual funds. To accomplish this, we expect the successful candidate to be a flexible team player, who can contribute to an overall strategic vision, while demonstrating a mastery of the operational processes needed to support this vision.  Additionally, the successful candidate is a passionate user of technology for purposes of achieving efficiency and minimizing risk.   What you’ll do as a Director, Treasury: - Monitor bank liquidity position and funding profile - Develop and implement automated analytical tools and dashboards covering liquidity position and funding profile - Contribute to development and execution of funding strategy - Develop and manage funding institutional funding sources - Identify and remediate areas of risk for treasury activities - Complete ad hoc projects for senior and executive management - Work with other functional groups in the Bank to complete treasury projects including our broker dealer management team - Perform duties & responsibilities specific to department functions & activities. - Performs other duties & responsibilities as required or assigned by supervisor.
Job ID
2022-16044
City
New York
State
NY
Position Type
Regular Employee (REG)
The Business Technology Partner of PWM Technology will create and lead execution of a technology vision and roadmap aligned with the business strategy for Private Wealth Management and First Republic Bank. This individual is responsible for providing all technology needs for the Private Wealth Management division through their team or working collaboratively with other Bank technology groups.   The BTP must be highly collaborative and work effectively in a matrix environment with all senior business and technology leaders within the organization. It is expected that the BTP leader will work at a strategic level to develop long term business technology plans that promote the business unit’s goals and objectives, and in partnership with other business technology leaders and teams. This leader must also balance the near-term needs and requirements to effectively deliver upon quick-win business opportunities while also ensuring a high level of operational stability and long-term advancement against the roadmap.   What you’ll do as a Vice President, Business Technology Partner, Private Wealth Management: - Develop, communicate and execute an annual business technology strategy with key stakeholders. - Lead strategic technology planning for Private Wealth Management to ensure business goals are achieved by prioritizing technology initiatives and coordinating the evaluation, deployment, and management of current and future technologies. - Lead strategic technology planning for Private Wealth Management to ensure business goals are achieved by prioritizing technology initiatives and coordinating the evaluation, deployment, and management of current and future technologies. - Understand business partner technology needs, challenges assumptions, and champion efforts within the Technology group to develop cost effective, innovative solutions that can be leveraged across the enterprise where applicable. - Facilitate and support technology governance reviews within and across business groups. Report on relevant metrics, provide recommendations for improvements, create presentations, and bring together appropriate stakeholders. - Maintain strategic partnerships with select vendors and Managed Services Providers to support the needs of the business and deliver high quality, cost-effective products and solutions. - Establish and maintain business relationships with departmental and organizational executives and leaders. Create transparency with the business and supporting technology groups. - Research applicable technology trends, stay abreast of technology directions, educate business partners on technology opportunities and refine multi-year business strategy/technology roadmap to maintain technological and competitive edge. - Assess and communicate risks associated with operations technology-related investments and purchases. - Ensures business solutions are compliant with bank policies and standards. - Responsibilities include the following: 1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Financial Services (i.e. FINRA and SEC), 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.
Job ID
2022-16043
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Client Cybersecurity Specialist will be primarily responsible for conducting online security assessments and performing client cybersecurity analysis and documentation. The Client Cybersecurity Specialist will schedule and visit First Republic clients to perform these online security assessments and will provide immediate feedback to the client with recommendations, if any, for improving the security posture of the target computing environment and client. The Client Cybersecurity Specialist will report to the VP of Cybersecurity Training and Development, and work with the Client Cybersecurity Representatives, daily, to ensure all services are being provided to First Republic clients and prospects, as intended. In addition, this individual will also partner with the various Information Security, Office of the General Counsel, Marketing and Client Servicing teams to handle client cybersecurity inquiries or concerns.     The position will also work closely with client-facing colleague groups including business banking, relationship management, preferred banking and wealth management, and First Republic prospects and clients.   What you'll be doing as a Client Cybersecurity Specialist:  - Provides desktop, laptop, and mobile device security assessments: manages schedule, and must be punctual, to ensure that users receive high-quality assessments in a timely manner. Will review OS level security settings (e.g., firewall settings, antivirus settings, patch, and OS update settings), application security settings (e.g., Browser based security settings, e-mail client settings), network security settings (e.g., wireless network configuration), and other device-level security settings. - Reports findings from online security assessment engagements: Prioritizes and clearly documents findings and recommended changes. Reports information to clients and internal teams. - Stays current on cybersecurity trends, especially in the financial industry, and adjusts the assessments and sessions accordingly to reflect the trends more relevant to the stakeholder. Stays current on wireless network technologies, encryption methodologies and cloud security . Continually reviews latest hacking and online scam techniques and provides recommendations to the services and assessments accordingly. - Provides online security awareness / best practices training to client-facing colleagues and clients. Provides instruction on desktop, laptop, and mobile device best practices. Advises on current security incident trends and effective methods of counteracting (e.g., phishing attempts, untrusted web sites). - Performs and documents the analysis of the other client cybersecurity services. Perform timely and accurate write-ups alongside Client Cybersecurity Representatives. Attend prospect and client meetings and webinars to provide support to the Client Cybersecurity Representative, prospects, or clients. - Shadows and supports Information Security team members to learn about and execute on other employee information security services. Attends and participates in internal meetings and presentations.
Job ID
2022-16037
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
The Business Analyst, Statements will be responsible for identifying, prioritizing, and helping to implement solutions to support the enterprise statement product, as well as to improve efficiency and reduce risk. You will also support procedural enhancements and work collaboratively to plan and execute quality assurance evaluations for user testing and acceptance. You should possess the ability to identify issues, establish timelines/milestones, coordinate across departments, and contribute to risk assessment.   What you’ll do as a Business Analyst, Statements: - Adept at writing business requirements and technical requirements (including process flows), data gathering and following up on project action items. - Ensures compliance with enterprise project management standards, processes, and serves as go to person to get things done. - Creates and/or maintains appropriate logs, databases, status reports/tracking for project activities. - Perform duties and responsibilities specific to department functions and activities. - Documents project decisions and project meetings. - Hands on approach to the work the project team has to accomplish, focus on partnership with all project team members and business sponsors - Assist with the implementation of system and process changes/updates. - Identify business needs. - Analyze workflows and existing processes/systems. - Develop business requirements. - Document assumptions, dependencies, issues and risks. - Design, execute and document application testing. - Communicate test results to affected areas. - Design sustainable solutions and successfully communicate implementation strategies. - Responsibilities include the following: 1)adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.); 2)adhering to Bank policies and procedures; 3) completing required training; 4) identifying and reporting potential suspicious activity to the BSA/AML Officer; and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Job ID
2022-16036
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Business Analyst, Statements will be responsible for identifying, prioritizing, and helping to implement solutions to support the enterprise statement product, as well as to improve efficiency and reduce risk. You will also support procedural enhancements and work collaboratively to plan and execute quality assurance evaluations for user testing and acceptance. You should possess the ability to identify issues, establish timelines/milestones, coordinate across departments, and contribute to risk assessment.   What you’ll do as a Business Analyst, Statements: - Adept at writing business requirements and technical requirements (including process flows), data gathering and following up on project action items. - Ensures compliance with enterprise project management standards, processes, and serves as go to person to get things done. - Creates and/or maintains appropriate logs, databases, status reports/tracking for project activities. - Perform duties and responsibilities specific to department functions and activities. - Documents project decisions and project meetings. - Hands on approach to the work the project team has to accomplish, focus on partnership with all project team members and business sponsors - Assist with the implementation of system and process changes/updates. - Identify business needs. - Analyze workflows and existing processes/systems. - Develop business requirements. - Document assumptions, dependencies, issues and risks. - Design, execute and document application testing. - Communicate test results to affected areas. - Design sustainable solutions and successfully communicate implementation strategies. - Responsibilities include the following: 1)adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.); 2)adhering to Bank policies and procedures; 3) completing required training; 4) identifying and reporting potential suspicious activity to the BSA/AML Officer; and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Job ID
2022-16035
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Senior Administrative Assistant position plays a key role in delivering extraordinary service to our HR colleagues and in turn, our colleagues throughout The Bank.  This critical role will provide operational and administrative support to Human Resources, including coordinating and assisting with projects, events and communications. This individual will work closely with the HR Senior Leadership Team consisting of SVP Total Rewards, SVP HR Business Partners and SVP Tech Ops.   What you’ll do as a Senior Administrative Assistant: - Schedule appointments and maintain meeting calendar for HR Senior Leadership team. Organize travel arrangements including airline and hotel as needed - Coordinate HR Team meetings and events, including catering, preparation of meeting materials, setup video conference, conference call, etc. - Provide administrative support for HR Department including supply orders, shipping packages, mass mailings, HR mail distribution and calendaring for HR meetings - Keep the HR work site organized, clean and presentable - Assist with HR New Colleague setup, collaborating closely with HR Specialists, HR Business Partners and IT - Handle rollover phone calls and provide backup to the Executive Assistant to the Chief People Officer - Maintain invoice files and monitor Purchasing Card expenditures and reconcile monthly. Submit expense reports for HR Senior Leadership team. Ensure invoices are reviewed and approved for delivery to Accounts Payable for payment. - Partner with HR Communications Director to prepare, edit and proof HR Team Communications, including maintaining the Intranet HR pages and other projects as assigned. Update the HR Department site as a co-Community Manager - Reserve conference rooms for HR team, schedule meetings for HR Team members as needed
Job ID
2022-16030
Category
Administrative
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
We are looking to hire an Equity Research Analyst with experience providing fundamental analysis primarily on publicly traded equities in the US Health Care sector with a focus on large capitalization companies. The role will also involve contributing to the team’s equity strategy research and related communications.   The Analyst will be expected to prepare written notes and thematic reports to analyze investment prospects from a fundamental research perspective and to make actionable recommendations to (1) the Equity Strategies Investment Committees of First Republic Investment Management and (2) the Wealth Managers of First Republic Investment Management. The Analyst will be expected to support his or her written recommendations with internal presentations and active participation in internal conference calls.   As we are a highly entrepreneurial and fast-growing firm, the Analyst will also be expected to contribute his or her time and knowledge to a variety of ad hoc projects and endeavors that are undertaken by the firm’s portfolio managers and its administrative leadership in the pursuit of securing new business and servicing our clients.   What you’ll do as a Vice President, Equity Research Analyst: - The Analyst will be expected to assume coverage of the firm’s existing equity holdings in the Health Care sector and to generate new investment ideas in the sector. Coverage opportunities may be expanded over time to provide exposure to other sectors. - On an ongoing basis, the analyst will need to remain up-to-date with news stories, earnings reports, industry conferences, etc. on the companies in his or her coverage universe. - The Analyst will be required to have a broad understanding of economic data and macroeconomic developments around the world, understand the firm’s strategic asset allocation guidelines and the positioning of investment managers on its investment platform, and assist with the preparation of written communications that are distributed to clients. - The Analyst will be expected to work as part of the firm’s Equity Research Team which reports directly to the Head of Equities. - Perform duties & responsibilities specific to department functions & activities. - Performs other duties & responsibilities as required or assigned by supervisor. - Responsibilities also include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank
Job ID
2022-16029
City
New York
State
NY
Position Type
Regular Employee (REG)
This multi-faceted position offers great exposure for an experienced, high performing individual to develop a career in the community reinvestment area.   Major responsibilities include performing ongoing, in-depth analysis for CRA lending, investment, and services activities; and preparing community development, and compliance-related reports and presentations for senior management and Federal regulators.The individual will assist in managing CRA data processes, including validating CRA eligible activities, creating analytic reports, and managing data quality control; lead efforts to acquire data from primary and secondary sources, review documentation for data accuracy, and creating reports.  The position will also maintain existing databases, intrepret data, and analyze results. Additional duties will include working with the business teams to increase process efficiency, assist with exam preparation and management and participe in planning for the regulation change management process resulting from CRA reform.   The candidate will contribute to internal CRA policy and strategy discussions, and be proficient in using CRA Wiz and the Microsoft Office suite of products to analyze competitive, demographic, and economic data in order to develop a proper framework for FRB's CRA performance.   What you'll do as a Community Reinvestment Associate: - Assist in the analyzing, reporting, and monitoring of CRA and HMDA reportable activities using CRA Wiz or equivalent software to geocode, generate reports and provide analyses of CRA-qualified activity at the Bank and regional levels on a monthly and/or as needed basis. Assist senior CRA personnel in the analysis and reporting of CRA-qualified activities to key business partnes in fulfilling CRA goals. CRA or commercial lending and/or HMDA experience is preferred.  - CRA Investment: Assist in the validating, collecting, monitoring, and maintaining existing database of a large and complex CRA investment portfolio with a focus on documenting, identifying, and communicating risks to the Community Reinvestment group and key business partners using Excel and/or MS Office Suite applications as needed. - Conduct Community Development Loan (CDL) Analyses and Validation: On a monthly basis, perform detailed analyses, monitor, and document community development loans originated by the Bank. This involves gathering information on loan transactions, conducting online research, prepare written analyses to determine eligibility of CRA-qualified loans using Excel and other MS Office Suite applications on an ongoing basis. Assist in the monitoring and reporting of CRA-qualified activities compared to market performance at Bank and regional levels for Committee, regional and/or executive management reports and the Bank's annual submission to the Fed. -  CRA-related programs and initiatives: Assist in coordinating, monitoring, collecting, and documenting CRA-related programs and initiatives on an on-going basis while collaborating with internal key stakeholders, external community partners, and regulatory examinations as requested in a timely manner. Familiarity with affordable housing down payment assistance programs provided by the Federal Home Loan Bank of San Francisco (FHLBSF) such as: AHP, WISH/IDEA, AHEAD, local municipalities and/or state/federal programs is preferred to assist in the analysis and application process. - Small Business Loan (SBL) validation reviews: Assist in performing detailed and accurate independent reviews of CRA-reportable small business loans (in Excel). This involves retrieving and gathering loan data on each loan transaction, conduct and verify first-round information reviews to ensure data integrity, monitor and document reporting errors and make necessary corrections. Provide support and assist in the preparation of the Bank's annual submission to the FFIEC as required.   - CRA Technical Compliance: Assist the CRA group to ensure the Bank complies with the technical elements of the CRA regulation. This includes assisting in the annual update of the Bank's electronic CRA Public File in the CRA aspect of branch openings, conducting a CRA impact analysis assessment areas, proposed branch closing in low-or modertate-income (LMI) areas, conducting loan-to-deposit ratio analyses by state to ensure compliance with the Interstate Banking and Branching Efficiency Act (IBBEA) using Excel. - Other job functions: Assist in preparation of CRA training materials as necessary. Represent the Bank at various meetings, community functions, events, and/or seminars Handle various admininstrative duties. Provide assistance in ad hoc and special projects. - Perform duties & responsibilities specific to department functions & activities. - Performs other duties & responsibilities as required or assigned by supervisor. - Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.  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
2022-16027
City
San Francisco
State
CA
Position Type
Regular Employee (REG)

Need help finding the right job?

We can recommend jobs specifically for you! Click here to get started.