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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Search Results Page 12 of 29

As an Appian Developer Lead you will be a key contributor to our rapid growth by joining a dynamic and motivated environment of passionate technology and business experts dedicated to demonstrable improvements.  You will lead our teams’ development effort to deliver innovative solutions used by our colleagues in Residential and Commercial Lending Services and Operations.  This job requires someone who is collaborative and seeks ownership of solutions.   What you’ll do as an [Appian Developer Lead]: - Design and code custom solutions on the Appian shared platform used by multiple stakeholders in Lending. - Collaborate with architects, developers, security specialists and vendors on innovative solutions to complex business problems - Lead, evaluate and oversee software development solutions. Conduct code and design reviews and collaborate closely with solution architects, business analysts and other stakeholders. - Communicate with product managers related to their business and operational objectives. - Translate mock-ups, wire frames and data flows into Appian BPM workflows. - Be highly collaborative with product management and technical support where feedback is used for continuous improvement with iterative deliverables.
Job ID
2022-16716
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Vendor Management Analyst is responsible for assisting the contracts and risk teams with duties related to compliance and regulatory requirements.  The Analyst will assist with contracts administration related to processing First Republic Bank’s vendor contracts, including MSAs, Non-Disclosure Agreements, Amendments, SOWs, and Order Forms, for a wide variety of products and services including technology, consulting, and administrative services.  In addition, the Analyst will be responsible for preparing and validating internal and regulatory reports, and assisting with a variety of departmental projects and presentations.  This position will also assist with the consolidation and management of contract and vendor data in our vendor management system (RSA Archer).   What you’ll do as a Vendor Management Analyst: - Managing document execution and overseeing correct archiving in contract databases - Assisting in maintenance of contract database and follow up on contract matters. - Analyzing contract requirements, special provisions, terms, and conditions - Responding to requests for information on contracts and contract terms - Assist with editing of contractual documents. - Assist with maintaining working relationships across lines of business and with technical, audit, compliance, security and legal teams as required. - Support and help facilitate the Bank’s overall Vendor Risk Management Program. - Contribute to the effectiveness of Vendor Management processes and controls. #LH-HYBRID
Job ID
2022-16715
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Human Resources Technology Team is responsible for overseeing the development and administration of the Core HR applications and data warehouse at First Republic Bank – and our primary mission is to provide exceptional service for HR technologies and exceptional data to teams across the bank. Examples of work within the team include configuring proprietary applications, creating automated reports and integrations, and safely distributing automated data across the organization.   This position is expected to sit in our San Francisco office.    What you’ll do as an IntegrationsEngineer, Human Resources Technology: - Lead the design and implementation of Workday integrations. - Design, develop, test, deploy, and manage integrations between the Workday platform and all connected systems - Maintain a repository for technical specification documents and other workflow documentation for new and existing integrations - Assist the team with integration testing for Workday Feature Releases - Serve as the point of contact on integration files between Workday and outside vendors that include enhancing, solving existing issues with integration systems and debugging file transfer failures - Ability to debug complex Workday studio integrations and help in break fix resolution. - Gather and analyze requirements, providing technical advice and best practices with respect to integration development and implementation - Analyze business needs, gather functional requirements, and work with vendors and internal partners to design HR system enhancements. - Perform system configuration and maintenance and administer roles, workflows, and custom notifications. - Develop and maintain a variety of reports and report schedules. - Work with vendors to configure SFTPs and APIs to automate the extraction of data. - Collaborate with Business, IT, and Analytics partners around the enterprise to routinely deliver sensitive up-to-date HR data. - Ensure data integrity and ensure data is modeled in a way to meet business objectives.
Job ID
2022-16712
Category
Human Resources
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)
As an Administrative Assistant, you will have the opportunity to optimize efficiency through effective administrative support, including interacting with various departments as a liaison for Loan teams or management. Please note this role requires being in the office 5 days a week.   What you’ll do as an Administrative Assistant:   - Prepare and present data as needed to various levels of staff, including senior and C-level management. - Prepare memos, letters, and other documents and reports for internal and external distribution. - Coordinate and facilitate meetings, including gathering and preparing agendas and other materials, arranging communications logistics as necessary (remote or otherwise), and taking minutes.  - Handle incoming phone calls, internal and external, as well as all other forms of incoming and outgoing correspondence. - Schedule appointments and maintain a calendar for the manager, including making travel and hotel arrangements. - Handle copying, filing and organizing, and distribution of various reports and documents. - Submit expense reports, sponsorship requests and check requisitions. - Create and maintain client and prospect address lists for marketing mailings and various other mailers. - Make catering arrangements for team and vendor meetings as requested. - Order office and marketing supplies and create marketing packages. - Engage directly with all levels of external clients and prospects as well as internal team members, including senior executives.  - Lead and manage special projects as they arise on behalf of the manager. - Act as a liaison for the Loan team and Relationship Managers in the absence of the manager. - Navigate the organizational infrastructure to solve problems. - Provide input and suggestions for process improvements.  - Assist with the recruiting and integration of new hires.
Job ID
2022-16705
City
Boca Raton
State
FL
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)
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)
Lending Services is looking for a skilled lending professional to join our Commercial Loan Closing team.  As a Commercial Closing Review Administrator, you will be responsible for the review of all loan documentation and due diligence packages prepared by commercial loan administrators.  The review process includes, but is not limited to, reviewing entity organizational documents, collateral documents (such as preliminary title reports, UCC searches and filings, flood due diligence, insurance policies, etc.), KYC records, loan approvals and related correspondence. The loan documentation is reviewed for completeness, consistency, accuracy and ensuring all terms and conditions are accurately documented and satisfied in accordance with the approved loan narrative.  The Commercial Closing Review Administrator will work with each loan administrator to ensure the required loan documents are properly drafted before releasing the loan packages for execution by the borrower. You will utilize your robust understanding of complex entity structures and related formation documents, trusts, and various commercial loan products and deal structures to act as the Commercial Closing and Loan Administration department’s Subject Matter Expert on loan documentation templates, as well as provide consultation on best practices for the administration, due diligence. closing and funding of the commercial loans. You will also have an exciting opportunity to drive specific projects around process improvements, as needed.    What you will do as a Commercial Loan Documentation Review Administrator: - Make strategic decisions and provide guidance on optimal closing practices. - Review all loan documentation and closing due diligence packages to ensure deals maintain integrity and accuracy while meeting timing expectations and established SLAs. - Consult on updates to LaserPro and HotDocs documentation system. - Manage communications to Legal and senior Department management on any overall changes pertinent to lending markets and/or loan products. - Conduct critical assessments of loan review and loan funding processes; identify redundancies/inefficiencies and lead efforts to mitigate. - 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
2022-16675
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective. As a Preferred Banking Client Services Senior 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 Senior 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
2022-16674
Category
Banking
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)
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 FRIM 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 FRIM 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)
Common goals, uncommon potential A key aspect of this department is to implement solutions that improve our ability to provide exceptional client service.   The right candidate will have a mindset to engage with our colleagues (front-line and operations) – understanding their processes and pain points, challenging the status-quo, evaluating additional opportunities, pulling together the ‘big-picture’, and ultimately helping design creative solutions that enable our colleagues to provide high-touch client service.    To that end, the Senior Software Developer will be a key member of the development team within the CPI team and will partner closely with business partners to collaboratively develop solutions and implement them as appropriate. This is a great opportunity to display your skills and creative thinking using a combination of tools and technologies.   What you’ll do as a Senior Developer: - Partner closely with the CPI Team and lines of business to identify process improvement opportunities, understand the challenge and user experience. - Work closely with various functional groups, including client-facing, operations and technology teams, to jointly identify business requirements and potential solutions. - Lead implementations, including process design, software developments, and user acceptance. Provide technical direction, leadership and reviews to other developers working on the same project. - Assess solutions with regards to feasibility, risks, and measures of success. - Develop and understand user stories, technical specifications, and architectural design.   - Liaise effectively between multiple departments to ensure that client needs are addressed while maintaining alignment to the Bank’s goals and strategy. - Perform other duties & responsibilities as required or assigned by supervisor. - Responsibilities include the following: 1) adhering or 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
2022-16643
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential The Junior Software Developer will be a key member of a small development team within the CPI vertical. This is a great opportunity to display your skills and creative thinking using a combination of tools and technologies. Your opinions and designs are respected, encouraged, and elevated throughout cooperative problem solving to do even more than you could alone. You will engage in enhancing existing products and develop new solutions across the entire software development lifecycle.   What you’ll do as a Junior Developer: - Help collect business requirements to understand the challenge, opportunity, and user experience. - Lead implementations, including process design, software developments, and user acceptance. - Assess solutions with regards to feasibility, risks, and measures of success. - Develop and understand user stories, technical specifications, and architectural design.   - Liaise effectively between multiple departments to ensure that client needs are addressed while maintaining alignment to the Bank’s goals and strategy. - Perform other duties & responsibilities as required or assigned by supervisor. - Responsibilities include the following: 1) adhering or 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
2022-16642
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Lending Services is looking for a motivated, experienced professional with strong audit and/or risk assessment skills to join our Lending Services Internal Control team.  As an Internal Control Analyst, you will be primarily responsible for liaising with the internal or external auditors to ensure timely completion of audits/reviews for Lending Services. Under the guidance of the Lending Services Internal Control Director, Manager, and/or Supervisor, you will utilize your thorough comprehension of Department processes in order to lead operational risk assessments to assess operational risks and as well as control effectiveness, work with business process owners to identify and develop remediation plans and present results. You will also have an exciting opportunity to build your leadership skills as you help lead the review and evaluation of Lending Services departmental processes and controls in the form of risk-based Targeted Reviews.   What you’ll do as a Internal Control Analyst: - Lead Risk Control Self-Assessment program for Lending Services, including planning, partnering with department managers to identify and assess major operational risks and key controls, developing remediation plans, as needed, and presenting periodic and/or year-end results to Lending Services management and Enterprise Risk Management. - Conduct Targeted Reviews on key processes, including planning and identifying scope and test plan, performing control testing, analyzing results and presenting verbal and written results to management. - Perform monthly monitoring of key operational controls, review results with business process owners, and recommend process improvement opportunities, as applicable. - Liaise with the Bank’s Internal or external auditors or examiners to ensure timely and successful operational audits and reviews, including fulfilling audit inquiries or requests and providing verbal and written communications/updates to auditors and Lending Services management. - Conduct analysis on risk events, including understanding and conducting root cause analysis and reporting results to management, partnering with business process owners to identify remediation plan as needed.  - Act as risk management subject matter expert for Lending Services to provide advisory on risk management and mitigation on new and/or existing processes. - Perform duties and responsibilities specific to department functions and activities or as assigned by supervisor.
Job ID
2022-16641
City
San Francisco
State
CA
Position Type
Regular Employee (REG)

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