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 28

The Regulatory and Corporate Technology team in San Francisco is looking for a Senior Systems Engineer – Data Privacy. In this role, you will work with both IT teams and other internal organizations to gather requirements associated with Regulatory and Corporate applications. The Senior Systems Engineer identifies and communicates business objectives and information technology requirements as well as recommendations to assigned stakeholders. This position will be responsible for leveraging advanced analytical, research and problem-solving skills to define innovative technology solutions in cooperation with developers to meet business objectives. The Senior Systems Engineer – Data Privacy will also perform analysis and design activities on complex IT initiatives by eliciting, defining, validating and translating business functional, non-functional and information objectives, then validating them when implemented, as well as preparing status updates on a regular basis to all stakeholders.   The ideal candidate will possess a deep and broad understanding of Information Technology best practices and processes. Additionally, a strong and demonstrated strength in developing and supporting Regulatory systems is required as job responsibilities will include supporting other Regulatory and Compliance solutions as needed.   What you will be doing as Data Privacy - Senior Systems Engineer:   • Create Solution Design documents and create propose secure designs to fulfill business requirements. • Review and Provide feedback for Solution Design document or technical specification document. • Perform impact analysis to identify the impacted front-end UI and backend configuration. • Co-ordinate with business and technology team to deliver timely and quality product. Well versed in ITIL - Incident and Change Management process. • Working and configuring industry data governance and data privacy tools. • Develop and implement databases, data collection systems, data analytics and other strategies that optimize statistical efficiency and quality. • Hands on approach, while managing through influence. • Support and implement data standards and data governance controls to enable the firm to, for example, quickly, confidently, and efficiently respond to data breaches or new regulatory requirements or comply with applicable privacy laws and regulations and avoiding regulatory penalties. • Representing the Regulatory and Compliance Technology Team, collaborate with Legal and Information Security peers to protect our client and employee privacy data against improper use or exposure through assessments, templates, and integrated controls management. • Support and enable Data Stakeholders to apply data governance to PII and sensitive data, define data privacy controls, and enable data protection/security. • Provide appropriate guidance, education, training, and communication to all relevant stakeholders. • Identify and monitor key performance indicators to measure service success. • Support the development and implementation of innovative solutions to increase efficiency and effectiveness in the discovery and governance of sensitive data.
Job ID
2022-15723
City
Walnut Creek
State
CA
Position Type
Regular Employee (REG)
An encouraging culture that invests in you Eagle Lending is looking for an exceptional Credit Analyst III to support the underwriting needs of our Personal Line of Credit (PLOC) or Professional Loan Program (PLP) products. We're looking for a self-starter who is eager to leverage his/her underwriting experience to add value to our all-star Credit Analyst team. Based in San Francisco, this role will focus on processing, evaluating, and completing financial analysis on individual loan requests and will also help with monitoring and maintaining the overall credit quality of existing Eagle loan facilities.   What you’ll do as a Credit Analyst III: - Support the underwriting needs for Eagle Lending’s consumer products by focusing on processing, evaluating, and completing financial analysis on individual loan requests ensuring turnaround time requirements are met. Verify accuracy and completeness of loan application file. - Effectively use Moody’s CreditLens or similar tool to spread tax returns and financial statements. - 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. - Serve as a subject matter expert on Eagle Lending’s products, processes and systems. Provide guidance and support including mentoring to new and junior members of the team. Serve as backup when peers are on out of the office or need assistance with their pipeline of loan applications. - Lead new hire and/or refresher trainings on credit and process components. Partner with management to review and QC underwriting of new team members to ensure credit quality. - Ensure quality credit and avert any potential signs of default throughout underwriting process and loan life cycle. - Ongoing servicing of the portfolio, including loan modifications and projects with Special Assets and Credit & Risk. - Actively participate in continuous improvements by generating suggestions and participating in problem solving activities.
Job ID
2022-15719
City
New York
State
NY
Position Type
Regular Employee (REG)
As Digital Analytics Manager, you will play a critical role in defining our digital campaigns strategy. You will help set direction by analyzing our online banking and in-app campaigns, establishing a robust multivariate campaign testing platform, and driving insight into how to increase digital engagement. You will have the opportunity to rethink how we measure & report on campaigns and will partner with the engagement team to improve campaign targeting and enhance client journeys.   You should be comfortable leading complex initiatives from start to finish independently, presenting to senior executives, and establishing yourself as a sharp analytical subject matter expert.    This position reports to the VP of Digital Analytics, is located in our San Francisco corporate headquarters, and offers the opportunity to learn, lead and drive change.   As the Digital Analytics Manager you will: - Partner with digital adoption and engagement team to optimize campaign approach and reporting - Offer insight and advice to senior leadership for how optimize our online banking and mobile applications, with insight into product usage and client segments - Conduct hands-on data analysis and modeling that delivers business impact and helps digital channels reach department goals - Design, develop, and deploy self-service reports, scorecards, and dashboards - Act as subject matter expert on our data and analytics, implementing best practices for data collection, management and analysis - Foster a data-driven, test-and-learn culture - Partner with other data teams across the firm for knowledge sharing and to develop consistent nomenclature and data reporting practice
Job ID
2022-15713
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Client Cybersecurity Representative (CCR) role is dedicated to supporting business development and client support activities led by the sales-related functions of the Bank (e.g., Relationship Managers, Preferred Banking, Business Banking, Private Wealth Management, Preferred Banking Office). The goals will be to help bring over new business to First Republic and increase client satisfaction. CCR staff will participate in sales meetings with prospects and existing clients to provide cybersecurity expertise and effectively communicate what differentiates First Republic from our competitors. The CCR is expected to have outstanding interpersonal, communication and presentation skills, demonstrate strong knowledge of First Republic's banking and cybersecurity offerings, remain current on online fraud and cybersecurity trends, tactics, and scams, and support the growth of the cybersecurity offerings at First Republic. The CCR will report to the VP of Cyber Advisory Services within the Information Security department. The position will primarily work with client-facing colleague groups including business banking, relationship management, preferred banking, preferred banking offices, and wealth management, and First Republic prospects and clients.   What you’ll do as a Client Cybersecurity Representative: - Create and conduct up-to-date, industry or topic(s) specific, cybersecurity awareness sessions for prospects, clients, and internal colleagues. - Conduct cybersecurity research and analysis on client/prospect digital footprints to assess their current online risks and provide relevant recommendations to stay safe online. - Engage with prospects, clients and internal colleagues who have questions regarding identity protection or privacy. - Attend and lead cybersecurity events. - Provide all of First Republic’s cybersecurity services to prospects, clients, and internal colleagues. - Research, create and formalize additional cybersecurity offerings that are relevant to our client and prospect’s current cybersecurity needs. - Engage in cybersecurity Q&A with prospects, clients, and internal colleagues. - Independently research and/or seek out answers to follow up with any cybersecurity question posed from clients, prospects, or internal colleagues. - Build strong relationships with internal client-facing colleagues across the organization and particularly in your specific regions. - Support the marketing and awareness campaigns of the team’s offerings. - 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. - Partner with Cyber Advisory Services team members to solve cybersecurity inquiries and challenges.
Job ID
2022-15707
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
The Client Cybersecurity Representative (CCR) role is dedicated to supporting business development and client support activities led by the sales-related functions of the Bank (e.g., Relationship Managers, Preferred Banking, Business Banking, Private Wealth Management, Preferred Banking Office). The goals will be to help bring over new business to First Republic and increase client satisfaction. CCR staff will participate in sales meetings with prospects and existing clients to provide cybersecurity expertise and effectively communicate what differentiates First Republic from our competitors. The CCR is expected to have outstanding interpersonal, communication and presentation skills, demonstrate strong knowledge of First Republic's banking and cybersecurity offerings, remain current on online fraud and cybersecurity trends, tactics, and scams, and support the growth of the cybersecurity offerings at First Republic. The CCR will report to the VP of Cyber Advisory Services within the Information Security department. The position will primarily work with client-facing colleague groups including business banking, relationship management, preferred banking, preferred banking offices, and wealth management, and First Republic prospects and clients.   What you’ll do as a Client Cybersecurity Representative: - Create and conduct up-to-date, industry or topic(s) specific, cybersecurity awareness sessions for prospects, clients, and internal colleagues. - Conduct cybersecurity research and analysis on client/prospect digital footprints to assess their current online risks and provide relevant recommendations to stay safe online. - Engage with prospects, clients and internal colleagues who have questions regarding identity protection or privacy. - Attend and lead cybersecurity events. - Provide all of First Republic’s cybersecurity services to prospects, clients, and internal colleagues. - Research, create and formalize additional cybersecurity offerings that are relevant to our client and prospect’s current cybersecurity needs. - Engage in cybersecurity Q&A with prospects, clients, and internal colleagues. - Independently research and/or seek out answers to follow up with any cybersecurity question posed from clients, prospects, or internal colleagues. - Build strong relationships with internal client-facing colleagues across the organization and particularly in your specific regions. - Support the marketing and awareness campaigns of the team’s offerings. - 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. - Partner with Cyber Advisory Services team members to solve cybersecurity inquiries and challenges.
Job ID
2022-15706
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Discover the independence to grow and drive change. The Cloud Security Engineer provides security oversight to First Republic Bank’s cloud computing environment.    Oversight is achieved by ensuring appropriate security controls are deployed and operational throughout the cloud environment in compliance with company policy and standards.   What you'll be doing as Cloud Security Engineer: - Responsible for identifying, defining and documenting appropriate security controls for the bank’s cloud applications. - Responsible for engineering cloud security solutions to include Security Incident and Event Monitoring (SIEM) system, vulnerability scanning, web application testing, network monitoring, and Database Activity Monitoring. - Responsible for identifying, defining, documenting, prioritizing and building security control use cases across the cloud landscape. - Responsible for ensuring policies, standards and other supporting documentation such as CAT controls appropriately reflect the bank’s cloud applications. - Responsible for disseminating and reporting data to other teams as appropriate - Project Consulting: Provide security consulting services, as needed, to various projects. Provide input and guidance to the Information Security Architect in the design of security solutions. - Provide assistance to the Network Security team in the engineering of cloud security controls.
Job ID
2022-15704
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Discover the independence to grow and drive change. We are looking for an Identity Engineer to be a part of our team.  He/she will be responsible for driving the continued growth of our identity management platform and extending its use across more applications while addressing additional business requirements.  The candidate must have excellent skills on various Identity Management products - primarily with Sailpoint IdentityIQ. The candidate must have strong experience with designing, building, testing, and deploying identity management solutions.   You will have the opportunity to work closely with internal clients, Information Security teams and external vendors in gathering requirements and designing and deploying application infrastructure components.  You will also work with project and operations/support teams in resolving problems and incidents. As an Information Security team member, you will participate in and coordinate complex client-facing system deployments. You’ll be responsible for providing third-level escalation support and for guiding and mentoring other junior engineers and support technicians.  We will also consider training an experience candidate with a core java background.   What you’ll do as a Identity Engineer: - Deep knowledge of Identity and Access Management end-to-end lifecycle, from HR driven processes (on/off-boarding, conversions, transfer) to IAM compliance and role management. - Architect/Design, build, and maintain an enterprise wide Identity Management solution. - Manage the user lifecycle (joiners, movers, leavers) through automation and integration with key systems. - Good understanding of information security principles and IT infrastructure including operating systems, applications, communications and network protocols. - Good understanding/working knowledge of the UNIX/Linux systems, active directory, privileged access management, ETL, etc. - Evaluate and address issues related to performance, stability, scalability, and extensibility of the systems. - Partner with operations staff to develop testing and monitoring strategies and resolve defects and customer-reported issues. Participate in developing test plans, including regression tests, for newly developed software or feature. - Write and maintain the code so that it can be tested using automatic methods. Write and maintain automatic tests as appropriate. - Create and follow processes and procedures to ensure maintainable application development, including source code management, automated build processes and appropriate documentation. - Work across teams including Information Services, Information Security, and Business units to architect and build IdM workflows and collectors.
Job ID
2022-15703
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Experience with Fraud, Identify Management and digital technologies are essential as this role will be the responsible for setting the bar on Fraud Technology Modernization at the bank. Will need to quickly understand the various components of the current architecture, identify areas for improvement, and execute a roadmap of both tactical and strategic improvements for current and future applications. Candidates for this role should have experience working within banking or other fraud domain in financial services and display an understanding and appreciation for the complexities therein.   What you’ll do as a Lead Engineer, Enterprise Fraud Technology: - Partner and collaborate with Product Owners, Operation teams, and Production Managers to understand their key needs and ensure solution designs meet both functional and non-functional needs - Design and develop end to end integrations with Fraud Technology and its ecosystem using established patterns for near-real time as well as batch process - Provide guidance, mentoring and ongoing coaching to develop team members and managing on and offshore technical resources - Develop change strategies and plans including stakeholder assessment and engagement, cross team communications, software alignment, development environment and production change readiness - Ensure work demand is articulated, understood, and prioritized within the Regulatory Compliance Technology systems enhancements queue - Provide ongoing support and maintenance for the day-to-day technical operations of the Regulatory Compliance Technology systems once deployed - Ensure appropriate alerting protocols are implemented to ensure ecosystem stability (balance and control, job failure, environment health, etc.) - Ensure adherence for data quality and accuracy by developing a detailed understanding of the data and information movement practices utilized by the Regulatory Compliance Technology systems itself and the ecosystem supporting it (upstream/downstream dependencies) - Managing the vendor technology relationship and roadmap for every product in fraud domain
Job ID
2022-15698
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Internal Controls Analyst is responsible for supporting the Internal Controls Manager with Deposit Services Internal Controls.  Responsibilities include but are not limited to: assisting with communication between the line of business and internal/external auditors/examiners with all deposit related requests to ensure timely and accurate responses and supporting on time completion and implementation of operational changes as a result of audit, review, and regulatory issues to ensure effectiveness of the Bank’s deposit operations.    What you’ll do as an Internal Control Analyst: - Supports management with Deposit Services internal audits/exams with the following tasks, but not limited to: Coordination with various Deposit Services departments on requested documents, analyzing documentation received for completeness and accuracy, follow up to obtain missing or extra information, formulating responses to internal auditors, timely communication between teams, etc. - Supports the Deposit Services SOX Liaison with the following tasks, but not limited to: SOX Control Narrative Assertions, coordination of requested documentation, walkthroughs, testing, etc., SSAE 18 Annual Certifications for Deposit Services. - Partakes in the Information Technology Risk Tracking for Deposit Services by obtaining monthly status updates, assist with coordination between Deposit Services and Information Security on issue resolution, preparing closing documentation, etc. - Supports the management of all open audit, review, and regulatory deposit related issues; including, but not limited to: Updating issue management repository, ensure on time completion and implementation of operational changes as a result of audit, review, and regulatory issues, produce and distribute Senior Level Management reporting.     - Work with the Deposit Services Risk and Compliance team on solution for integrating RCSAs (Risk and Control Self Assessments) with audit/exam issues management. - Actively partners with internal departments on behalf of the deposits line of business stakeholders to ensure timely communication between teams. - Able to handle a high volume environment of constantly changing deadlines without losing required high level of accuracy and production. - Perform duties & responsibilities specific to department functions & activities or as assigned by manager. - 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
2022-15696
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential This position is a Managing Director, Advanced Planner role which is responsible for the development, design and implementation of a suite of planning services that include consultations, wealth assessments and comprehensive financial plans as well as other wealth planning deliverables.  The team of Advanced Planners serve multiple client segments and this position will primarily work with $8 million plus investment management opportunities; on average $40-50 million net worth clients. Responsibilities will include acting as a point of contact for individual clients and presenting all aspects of the planning services and deliverables.    What you'll do as a Managing Director, Advanced Planner:   - Manage and deliver wealth planning advice as well as overseeing the planning process for each client engagement and develop the wealth plans or other planning deliverables for client presentation.  The candidate will: - Have significant expertise in the area of estate and gift tax, wealth transfer planning and income tax planning. - Market the Advanced Planning Services to internal colleagues as well as clients or prospects of First Republic. - Engage clients and independently compile the required information for plan development and recommendations. - Assemble all applicable client data necessary to develop a solid, viable, meaningful wealth plan or deliverable. This process involves direct contact with the client or the client’s other advisors such as their accountant and attorney. - Utilize planning software and other applications to build financial models based on client data and information compiled. - Independently conduct research and analyze data as required - Independently review and prepare an analysis of a client’s estate planning documents. - Deliver major aspects of the wealth plan, other planning deliverables and planning recommendations and advice to the client.   Secondary responsibilities include: - Managing confidential client information - Managing client pipeline and the engagement from initiation to completion - Main point of contact with private banking, wealth management teams and internal resources regarding client engagements - Lead various special projects related to planning - The successful candidate will demonstrate strong and deep technical knowledge in various wealth planning topics.  Additionally, the candidate will have existing expertise or willingness to obtain knowledge of planning software, specifically eMoney and WealthTec applications. 
Job ID
2022-15695
City
Boston
State
MA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Client Service Associate, you’ll serve as the first point of contact for clients or prospects. You’ll be called upon to provide a wide range of sales, service, administrative and relationship management support to assigned wealth advisors and investment professionals across our teams.   What you’ll do as a Client Service Associate: - Provide sales and service support (i.e., create, review and distribute various client reports and presentations or assist with client events); may be for current clients or prospects. - Interact with clients to address or best direct questions and inquiries. Responsible for client retention and day-to-day client satisfaction. - Assist with phone calls to prospects and clients, schedule all client-related appointments, coordinate client mailings/invitations to company events. - Provide general administrative support such as managing logistics and refreshments for meetings, answering incoming telephone calls, managing incoming emails/faxes, filing, submitting business expense requests, schedule appointments and distributing mail. - Own client onboarding and ongoing lifecycle related activities (new account opening, account maintenance, disbursements, etc.). - Place equity, mutual fund and fixed income trades. - Research and reconcile performance returns not in line with benchmarks. - Collaborate with Wealth Managers and the Client Service team on ad-hoc projects. - Perform duties and responsibilities specific to department functions & activities. - Perform other duties and responsibilities as required or assigned by supervisor. - Responsibilities include the following: 1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Job ID
2022-15694
Category
Wealth Management
City
New York
State
NY
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Client Service Associate, you’ll serve as the first point of contact for clients or prospects. You’ll be called upon to provide a wide range of sales, service, administrative and relationship management support to assigned wealth advisors and investment professionals across our teams.   What you’ll do as a Client Service Associate: - Provide sales and service support (i.e., create, review and distribute various client reports and presentations or assist with client events); may be for current clients or prospects. - Interact with clients to address or best direct questions and inquiries. Responsible for client retention and day-to-day client satisfaction. - Assist with phone calls to prospects and clients, schedule all client-related appointments, coordinate client mailings/invitations to company events. - Provide general administrative support such as managing logistics and refreshments for meetings, answering incoming telephone calls, managing incoming emails/faxes, filing, submitting business expense requests, schedule appointments and distributing mail. - Own client onboarding and ongoing lifecycle related activities (new account opening, account maintenance, disbursements, etc.). - Place equity, mutual fund and fixed income trades. - Research and reconcile performance returns not in line with benchmarks. - Collaborate with Wealth Managers and the Client Service team on ad-hoc projects. - Perform duties and responsibilities specific to department functions & activities. - Perform other duties and responsibilities as required or assigned by supervisor. - Responsibilities include the following: 1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Job ID
2022-15693
Category
Wealth Management
City
Boston
State
MA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Client Service Associate, you’ll serve as the first point of contact for clients or prospects. You’ll be called upon to provide a wide range of sales, service, administrative and relationship management support to assigned wealth advisors and investment professionals across our teams.   What you’ll do as a Client Service Associate: - Provide sales and service support (i.e., create, review and distribute various client reports and presentations or assist with client events); may be for current clients or prospects. - Interact with clients to address or best direct questions and inquiries. Responsible for client retention and day-to-day client satisfaction. - Assist with phone calls to prospects and clients, schedule all client-related appointments, coordinate client mailings/invitations to company events. - Provide general administrative support such as managing logistics and refreshments for meetings, answering incoming telephone calls, managing incoming emails/faxes, filing, submitting business expense requests, schedule appointments and distributing mail. - Own client onboarding and ongoing lifecycle related activities (new account opening, account maintenance, disbursements, etc.). - Place equity, mutual fund and fixed income trades. - Research and reconcile performance returns not in line with benchmarks. - Collaborate with Wealth Managers and the Client Service team on ad-hoc projects. - Perform duties and responsibilities specific to department functions & activities. - Perform other duties and responsibilities as required or assigned by supervisor. - Responsibilities include the following: 1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Job ID
2022-15690
Category
Wealth Management
City
Newport Beach
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Client Service Associate, you’ll serve as the first point of contact for clients or prospects. You’ll be called upon to provide a wide range of sales, service, administrative and relationship management support to assigned wealth advisors and investment professionals across our teams.   What you’ll do as a Client Service Associate: - Provide sales and service support (i.e., create, review and distribute various client reports and presentations or assist with client events); may be for current clients or prospects. - Interact with clients to address or best direct questions and inquiries. Responsible for client retention and day-to-day client satisfaction. - Assist with phone calls to prospects and clients, schedule all client-related appointments, coordinate client mailings/invitations to company events. - Provide general administrative support such as managing logistics and refreshments for meetings, answering incoming telephone calls, managing incoming emails/faxes, filing, submitting business expense requests, schedule appointments and distributing mail. - Own client onboarding and ongoing lifecycle related activities (new account opening, account maintenance, disbursements, etc.). - Place equity, mutual fund and fixed income trades. - Research and reconcile performance returns not in line with benchmarks. - Collaborate with Wealth Managers and the Client Service team on ad-hoc projects. - Perform duties and responsibilities specific to department functions & activities. - Perform other duties and responsibilities as required or assigned by supervisor. - Responsibilities include the following: 1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Job ID
2022-15686
Category
Wealth Management
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Information Security Specialist:   The Information Security Specialist performs incident handling, online fraud monitoring, data loss prevention and other security monitoring.              The Information Security Specialist will be responsible for investigating, analyzing, and responding to suspicious behavior, attacks, and potential security breaches within environments using a variety of cyber defense tools to identify and mitigate threats.   The position will work closely with Digital Channels, Relationship Management, Preferred Banking, Network Security Engineering, Information Services and First Republic clients.     RESPONSIBILITIES AND DUTIES: - Review many sources to identify actual or potential incidents affecting the Bank, its customers and vendors. - Respond to security incidents and perform detailed analysis using complex security tools to determine root cause. Use knowledge, understanding, and experience of disparate skills (e.g. networking, servers, cloud, etc.) to figure out the malicious actor's tactics, techniques and procedures to effectively respond to and mitigate. - Monitor online banking channels for potential fraud through the use of various online fraud monitoring tools. - Respond to inquiries and reports to the Information Security mailbox. - Perform incident response for suspicious, malicious, or unauthorized activity through the use of the Security Information and Event Management (SIEM) System. - Utilize case management and ticketing technologies. - Stays current on malware trends, especially in the financial industry and adjusts the assessment accordingly to reflect the latest trends. Stays current on wireless network technologies and encryption methodologies. Continually reviews latest hacking techniques and adjusts the assessment accordingly to reflect the latest trends.
Job ID
2022-15683
Category
Information Security
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Client Service Associate, you’ll serve as the first point of contact for clients or prospects. You’ll be called upon to provide a wide range of sales, service, administrative and relationship management support to assigned wealth advisors and investment professionals across our teams.   What you’ll do as a Client Service Associate: - Provide sales and service support (i.e., create, review and distribute various client reports and presentations or assist with client events); may be for current clients or prospects. - Interact with clients to address or best direct questions and inquiries. Responsible for client retention and day-to-day client satisfaction. - Assist with phone calls to prospects and clients, schedule all client-related appointments, coordinate client mailings/invitations to company events. - Provide general administrative support such as managing logistics and refreshments for meetings, answering incoming telephone calls, managing incoming emails/faxes, filing, submitting business expense requests, schedule appointments and distributing mail. - Own client onboarding and ongoing lifecycle related activities (new account opening, account maintenance, disbursements, etc.). - Place equity, mutual fund and fixed income trades. - Research and reconcile performance returns not in line with benchmarks. - Collaborate with Wealth Managers and the Client Service team on ad-hoc projects. - Perform duties and responsibilities specific to department functions & activities. - Perform other duties and responsibilities as required or assigned by supervisor. - Responsibilities include the following: 1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Job ID
2022-15682
Category
Wealth Management
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Client Service Associate, you’ll serve as the first point of contact for clients or prospects. You’ll be called upon to provide a wide range of sales, service, administrative and relationship management support to assigned wealth advisors and investment professionals across our teams.   What you’ll do as a Registered Client Service Associate: - Provide sales and service support for current clients and prospects. - Research and respond to inquiries of high net worth clients; escalate issues as appropriate. - Oversee client interaction — act as a conduit between client and Private Wealth Management operations; create business plans geared toward client growth; build relationships with clients by initiating contact and making frequent office visits; introduce technology and services to clients as appropriate; cross sell products, services and/or technology; monitor client investing and understand their rationale, intentions and goals. - Assist with phone calls to prospects and clients, manage meeting logistics, submit business expense requests, schedule appointments and distribute mail. - Place equity, mutual fund and fixed income trades for brokerage clients; as necessary, utilize custodial websites, CRM client database and APX portfolio management system. - Assist with completion and transmission of transaction documents and communicate with operations/billing/internal departments/First Republic Securities Company and other custodians regarding transaction processing follow-up.
Job ID
2022-15681
Category
Wealth Management
City
Portland
State
OR
Position Type
Regular Employee (REG)
Common goals, uncommon potential This position is a Managing Director, Advanced Planner role which is responsible for the development, design and implementation of a suite of planning services that include consultations, wealth assessments and comprehensive financial plans as well as other wealth planning deliverables.  The team of Advanced Planners serve multiple client segments and this position will primarily work with $8 million plus investment management opportunities; on average $40-50 million net worth clients. Responsibilities will include acting as a point of contact for individual clients and presenting all aspects of the planning services and deliverables.    What you'll do as a Managing Director, Advanced Planner:   - Manage and deliver wealth planning advice as well as overseeing the planning process for each client engagement and develop the wealth plans or other planning deliverables for client presentation.  The candidate will: - Have significant expertise in the area of estate and gift tax, wealth transfer planning and income tax planning. - Market the Advanced Planning Services to internal colleagues as well as clients or prospects of First Republic. - Engage clients and independently compile the required information for plan development and recommendations. - Assemble all applicable client data necessary to develop a solid, viable, meaningful wealth plan or deliverable. This process involves direct contact with the client or the client’s other advisors such as their accountant and attorney. - Utilize planning software and other applications to build financial models based on client data and information compiled. - Independently conduct research and analyze data as required - Independently review and prepare an analysis of a client’s estate planning documents. - Deliver major aspects of the wealth plan, other planning deliverables and planning recommendations and advice to the client.   Secondary responsibilities include: - Managing confidential client information - Managing client pipeline and the engagement from initiation to completion - Main point of contact with private banking, wealth management teams and internal resources regarding client engagements - Lead various special projects related to planning - The successful candidate will demonstrate strong and deep technical knowledge in various wealth planning topics.  Additionally, the candidate will have existing expertise or willingness to obtain knowledge of planning software, specifically eMoney and WealthTec applications. 
Job ID
2022-15680
City
Palm Beach
State
FL
Position Type
Regular Employee (REG)
The Cash Analyst I is responsible for placing and tracking cash orders for ATMs, and for a variety of cash dispensing units, for Preferred Banking Offices/Client Services requests.  As a Cash Analyst you will interact with an assortment of cash equipment and service vendors to ensure their deliverables are successfully met and you will support automated cash equipment installations and corporate projects tasks as assigned.     What you’ll do as a Cash Analyst I: - Receive cash order requests for ATMs and/or cash dispenser installations. - Place cash orders for Preferred Banking Offices (PBO) and Preferred Banking Client Services (PBCS). - Ensure cash order requests are within order authority limits. - Order cash from Federal Reserve, Bank of America, Brinks, or Loomis. - Review cash totals for ATMs, cash dispensers, PBO and PBCS’s to ensure adequate cash levels. - Track cash requests from order placement to delivery. - Resolve cash delivery and/or pickup issues. - Coordinate all onsite or offsite ATM and cash servicing, including adding and removing servicing locations. - Reconcile and process daily ATM settlement, GL accounts, and monthly certifications. - Process special cash orders and change standing cash orders for PBO and PBCS needs. - Journal all daily replenishments and work with cash accounting to research and resolve various cash discrepancies including filing claims with vendors. - Work in conjunction with Shared Services to review and research invoices due to missed service levels. - May coordinate and conduct monthly cash vendor performance service meetings. - Assist and/or escalate any customer service-related issues pertaining to cash equipment. - Use ATM system application tools to assist, identify, and investigate escalated ATM and cash related service issues to resolution or propose solutions. - Work with internal departments and outside vendors on cash related projects and initiatives. - Other duties, responsibilities, and qualifications may be required and/or assigned as necessary.
Job ID
2022-15671
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Senior Operations Associate is responsible for the integration of new investment teams and the onboarding of new clients. This responsibility includes but is not limited to approving new account opening and maintenance, asset movements (disbursements), and internal client service.     What you’ll do as a Senior Associate, New Accounts Operations: - Facilitate the client onboarding process for all new Investment Professionals. This involves: - Reviewing new account opening documentation - Ensuring that KYC standards are met - Tracking exception approvals and one-off requests - Answering client service help lines, answering routine questions, and escalating issues to management, when appropriate. - Processing and reviewing incoming mail and checks - Depositing Checks - Approve account maintenance requests such as signer updates, trust conversions, POA additions, beneficiary updates, and other various maintenance requests. - Ensuring compliance with both internal and regulatory policy and procedures. - Performs other duties and responsibilities as required or assigned by supervisor, which may include special projects. - Collaborate and liaise with various teams and bank departments to maximize synergies to allow for a consistent and positive client experience.
Job ID
2022-15667
City
San Francisco
State
CA
Position Type
Regular Employee (REG)

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