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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The primary function of the Client Service Associate is to provide a wide range of sales, service, administrative and relationship management support to assigned wealth advisors and investment professionals across Registered Investment (RIA), Broker-Dealer and Trust or team of same and to be the first point of contact for clients or prospects.   Acting as the liaison between the investment professional/client and the PWM middle office functions/operations (i.e., client services, trading, portfolio management, billing and fee support, performance and trust), this position requires strong relationship management skills in order to build strong, successful partnerships between all parties.   What you will 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. - Research and respond to client inquiries and/or problems of high net worth clients, including account change requests; escalate issues as appropriate. -  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. - Place equity, mutual fund and fixed income trades for brokerage clients, process money market movements or account maintenance at custodian and in CRM system. As necessary, utilize custodial websites, CRM client database and APX portfolio management system.  Produce reports upon request. - Create and maintain client files in CRM and other systems or hard-copies (then pass on to the Operations team).  - Assist with the completion and transmission of transaction documents including: preparing transaction documents, reviewing completed/signed transaction documents to ensure compliance and accuracy, establishing and maintaining file folders, maintaining document copies, processing investment/bank transactions, and communicating with operations/billing/internal departments/First Republic Securities Company and other custodians with regard to transaction processing follow-up - Client interaction: act as conduit between client and PWM operations, create business plans geared toward client growth, build relationships with clients, initiate daily contact with clients and make frequent office visits, introduce technology and services to client as appropriate, cross sell PWM’s products, services and/or technology, monitor client investing and understand their rationale or intentions/goals. - Perform duties and responsibilities specific to department functions/activities or as assigned by the supervisor. - Participate in the development of department policies and/or procedures and assist with client specific projects as assigned. - 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
2020-9461
Category
Wealth Management
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Business Banking Credit Analyst: - Underwriting and Analysis: Underwrite high-quality credit narratives in support of new and existing loans for Private Equity and Venture Capital firms, which includes analyzing multi-year trends and ratios from financial information, understanding cash flow, performing collateral analysis, running credit reports and analyzing KYC information. - Loan Closing: Work closely with Business Bankers, Commercial Loan Operations, Outside Counsel and the Client to document and close loans thoroughly and swiftly.  - Portfolio Management: Create, maintain and monitor all loan and credit files at the highest quality and in accordance to the Bank’s credit standards, which entails monitoring existing credit facilities for financial and reporting covenant compliance, detecting early warning signs that could lead to a potential default, monitoring underperforming loans and evaluating proper loan risk ratings. - Client Service: Assist the Business Banker on all levels of the business banking relationship to ensure the client receives exceptional service.  - Market Knowledge: Research Private Equity and Venture Capital industry trends and risks. - Innovation: Lead special projects as needed.
Job ID
2020-9460
City
Menlo Park
State
CA
Position Type
Regular Employee (REG)
This role offers the opportunity to make meaningful and impactful contributions to the Bank’s enterprise-level risk management program while developing valuable understanding of the risk management discipline in the financial sector.   What you’ll do as an Enterprise Risk Management Intern: - Assist in various assignments to gain exposure to multiple risk types and functions within the Bank. Projects to be determined based on need at inception of intern engagement. Examples of project types include: - Gather, analyze, and draw conclusions from large data sets related to specific risk types; - Research industry best practices and/or conduct peer analysis; - Research relevant regulatory requirements and expectations related to risk management; and/or - Deliver project results and recommendations in memoranda or presentations tailored to a senior and executive management-level audience. - Attend select risk-related meetings and forums to gain exposure to the risk management process at the Bank. - Develop relationships with risk contacts in other departments to facilitate partnerships and information-sharing between ERM and the rest of the Bank.
Job ID
2020-9453
City
San Francisco
State
CA
Position Type
Temporary Employee (TMP)
See service from a higher perspective. As a Client Service Specialist, you'll assist Relationship Managers and Loan Specialists with a variety of day-to-day analytical and customer service activities. In this position, you'll have the opportunity to act as a liaison between Relationship Managers, Private Banking Officers, Portfolio Managers, and lending team members and clients.   What you’ll do as a Client Service Specialist: - Support the loan process by issuing preapproval letters, preparing client files,gathering loan documentation,sending loan applications to clients, and assisting with loan processingand some general loan analysis. - Provideexcellent customer service as you follow up with delinquent clients, homeowners insurance,delinquent property taxes,mail out loan applications and respond to incoming calls. - Assist with special marketing projects by coordinating the distribution of marketing mailers,contacting customers to explain new marketing campaigns and preparing rate sheets for broker open houses. - Support RM with construction draw follow up.
Job ID
2020-9452
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential The primary function of the Client Service Associate is to provide a wide range of sales, service, administrative and relationship management support to assigned wealth advisors and investment professionals across Registered Investment (RIA), Broker-Dealer and Trust or team of same and to be the first point of contact for clients or prospects. Acting as the liaison between the investment professional/client and the PWM middle office functions/operations (i.e., client services, trading, portfolio management, billing and fee support, performance and trust), this position requires strong relationship management skills in order to build strong, successful partnerships between all parties.   What you will do as a Client Service Associate: - Provide onboarding and service support; both for current clients or prospects. - Research and respond to client inquiries and/or problems of retail clients, including account change requests; escalate issues as appropriate. - Assist with phone calls to prospects and clients, schedule all client-related appointments, and 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. - Process cash transfers or account maintenance at custodian and in CRM system. As necessary, utilize custodial websites, CRM client database and APX portfolio management system. Produce reports upon request. - Create and maintain client files in CRM and other systems or hard-copies (then pass on to the Operations team). - Assist with the completion and transmission of transaction documents including: preparing transaction documents, reviewing completed/signed transaction documents to ensure compliance and accuracy, establishing and maintaining file folders, maintaining document copies, processing investment/bank transactions, and communicating with operations/billing/internal departments/First Republic Securities Company and other custodians with regard to transaction processing follow-up - Client interaction: act as conduit between client and PWM operations, create business plans geared toward client growth, build relationships with clients, initiate daily contact with clients and make frequent office visits, introduce technology and services to client as appropriate, cross sell PWM’s products, services and/or technology, monitor client investing and understand their rationale or intentions/goals. - Perform duties and responsibilities specific to department functions/activities or as assigned by the supervisor. - Participate in the development of department policies and/or procedures and assist with client specific projects as assigned. - 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
2020-9447
Category
Wealth Management
City
New York
State
NY
Position Type
Regular Employee (REG)
Common goals, uncommon potential   As a Preferred Banking Office Banker (Preferred Banker), you will be responsible for providing quality customer service, cross-servicing banking products and maintaining banking operations.. You will build professional relationships with our clients to establish repeat and referral business, which is our number one source of new business.   What you’ll do as a Preferred Banker: - Advise clients on a full range of banking services using in-depth knowledge to articulate how our products and services can support their needs. - Provide a high level of customer service to current and potential clients to exceed client expectations. - Provide support by processing client transactions according to Bank policies; preparing daily work, bank deposits, ATM and Night Depository, and filing bank records. - Be involved with local organizations and participate in local community events to introduce and expand First Republic’s relationships and reputation. - Minimize organizational risk by adhering to all applicable federal and state laws and ensuring compliance with internal control procedures, department policies, and regulatory banking requirements. - Assist other office locations as needed.
Job ID
2020-9445
Category
Banking
City
Millbrae
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective As Advanced Planning Senior Associate, you will support First Republic’s Financial Planners who are responsible for the development, design and implementation of comprehensive financial plans as well as other wealth planning deliverables.  The Financial Planning group services multiple client segments but the Financial Planning Senior Associate will primarily support the Financial Planners for the $15 million net worth client; on average $50 million net worth client.  The position offers an excellent opportunity for an individual seeking to build a career in financial planning. Responsibilities range from supporting our financial planning professionals to acting as the first point of contact for individual clients.    What you’ll do as a Advanced Planning Senior Associate: - Develop client financial plans: - Compile information, conduct research and assemble all applicable client data necessary to develop a solid, viable, meaningful financial plan; this process often involves direct contact with the client/client delegates or investigative research using available online tools. - Utilize financial planning software to build financial model based on client data and information compiled. - Independently analyze data and perform quality control testing to ensure the accuracy and reliability of the analysis developed by the financial planning software. - Independently review and prepare analysis of client trust documents for review by a Financial Planner. - Take lead in development, review and completion of financial plans, client documentation, and analysis for Financial Planner approval. -  Develop and maintain strong relationships with clients, accountants and attorneys to ensure data, analysis and plans are accurate and complete. Secondary responsibilities: - Ensure engagement letters and welcome packages are sent to clients - Manage confidential client information - Manage client pipeline and/or engagement from initiation to completion - Maintain metrics needed to measure outcomes of the client engagements - Main point of contact with private banking, wealth management teams and internal resources regarding client engagements - Ensure invoices are effectively handled. - Lead various special projects related to planning  
Job ID
2020-9438
City
New York
State
NY
Position Type
Regular Employee (REG)
Common goals, uncommon potential Provide primary support to the Vice President, Director of Credit Administration & Policy within the Credit Administration group (“Credit Admin”). As a team, the Associate and Director serve as the liaison between Credit Admin and the FDIC, Internal Audit, and Enterprise Risk Management (“ERM”); manage Loan Policy and Credit Admin’s SOX Program; perform targeted loan reviews; drive process improvement in Credit Admin; and lead ad-hoc projects and research.      This position works collaboratively with Credit Administration, Credit Approval, Regulatory Affairs, Enterprise Risk Management, Lending Services, Business Banking, Relationship Management, Eagle Lending, Finance, and Accounting.   What you’ll do as a Credit Administration Associate: - Regulatory Asset Quality Liaison: Partner with Regulatory Affairs, Credit Administration Leadership, and Credit Approval Leadership to administer regulatory exams involving Credit Approval and Credit Administration. Duties include collection, organization, and review of entry level items; sample analysis and distribution; system training and support for examiners; Relationship Management/Senior Management coordination; escalating potential issues to Senior Management; qualifying and validating all potential recommendations or findings; clearing technical exceptions; discussing potential loan downgrades; and drafting, implementing, and tracking all corrective action items. - Loan Policy: Maintain the Credit Risk Management Policy and Lending Standards (together, “Loan Policy”). Duties include partnering with Credit Administration Leadership, Credit Approval Leadership, and business stakeholders on amendments to Loan Policy, maintaining related change logs, and managing the approval submission process. - Targeted Loan Review: Partner with the Director of Loan Monitoring, ELC, Head of Credit Administration, and Chief Credit Officer in periodic targeted loan reviews. Duties include partnering in determination of target RMs/BBs/portfolios, administration of review process, production of review summary/tracker, and review follow-up. - Credit Administration Projects: Participate in and/or lead special projects as needed.
Job ID
2020-9434
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Loan Specialist will be responsible for ensuring that all Residential loans are processed and underwritten in a timely manner while meeting all regulatory compliance and achieving a high level of customer service. Responsibilities primarily focus on processing, underwriting, customer care and relationship management.     What you’ll do as a Loan Specialist: - Analyze each loan file, ensuring the Loan Approval Worksheet (LAW form), loan narrative (if applicable), appraisal(s), application, preliminary title report and verifications meet secondary market and First Republic Bank loan program criteria and are accurately documented. - Utilize and apply FNMA, QM, ATR and investor guidelines to ensure that all loans comply with industry standards & guidelines. - Underwrites all types of income, all product types including ethical and salable residential mortgage loans and consumer loans and evaluate risk while insuring the quality of each loan submitted. - Validates the data entry to the appropriate Loan Origination System and evaluate all applicable documentation as required by job function and conditions loan accordingly. - Reviews, requests and satisfies the following when applicable: subordination of liens, Preliminary Closing Disclosure Fees (issue initial disclosures and request re-disclosures when applicable), credit supplements, HOA documentation, evidence of homeowner’s insurance, verifications (VOE, VOM, VOR, etc.) and clearance of judgments and liens on title and or credit. - Maintains knowledge of loan product guidelines, internal policies and procedures, and regulatory requirements. - Reviews applications and all pertinent disclosures to ensure compliance with all Federal, State, investor requirements and bank policies are met and upheld - Communicate with Relationship Managers and Client Services Specialist on collecting information and documentation necessary to finalize incomplete loan packages - Collaborate with Relationship Managers (RMs) and Executive Loan Committee (ELC) to help determine appropriate loan product(s), loan amounts, and optimal structure.  Qualify loans for approval and demonstrate ability to package deals effectively for RMs to present to ELC. - Maintains an open line of communication and correspondence between involved parties. This includes and is not limited to Borrower, Closing Agents, Title, ELC, RM, Closer, Funder, Appraisal Desk, Rate Lock Desk and Investor Support Desk. - Ability to meet productivity expectations in a fast paced, high volume environment with pipeline and conditions management, while maintaining acceptable quality and client satisfaction results - Cross trains other team members, when applicable. - Partner with the Closing/Funding Department to ensure a timely closing. Work with escrow/closing agents to coordinate closings. - Providing excellent customer service and ensuring the customer relationship is maintained and the highest possible level - Performs other duties & responsibilities as required or assigned by supervisor. - Responds to post closing review and quality control audits in a timely fashion - 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
2020-9431
Category
Banking
City
Palm Beach
State
FL
Position Type
Regular Employee (REG)
The Business Analyst is responsible for detailed analysis, use case definition, requirements gathering, test planning and execution, process design, and professionally presenting findings (high-quality materials and communication). Concentrating on the systems that will be replaced as part of the bank’s technology transformation, and more importantly the surrounding processes, dependencies and impacts. As a result, this individual will work cross-functionally with multiple project teams, front line producers, technology, operations and vendors.   What you'll be doing as a Business Analyst: - Develop a detailed end-to-end understanding of the applicable products and services offered by the bank, and related technical and process infrastructure. Includes the understanding and development of detailed use cases and documentation of client interactions and related system processes/ interfaces. Includes working as an effective liaison between the front office, business units, operations and technology to ensure that client needs are addressed while maintaining alignment to the Bank’s goals and strategy. - 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 effectively manage change and risk. - Develop deep understanding of clients and employee uses/ interactions – direct or indirect. Document general and variance/ exception use cases, requirements and associated communication materials for satisfied, target and gap functionality. Accurately solicit and represent the “voice of the customer” and “voice of the banker” where required. - Ability to plan and work independently with little direct supervision effectively in a highly complex, entrepreneurial and (often) high pressure environment. - 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. - Perform duties and responsibilities specific to department functions and activities. - Performs other duties and responsibilities as required or assigned by manager. - 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
2020-9430
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Commercial Closing Operations Manager:           - Manage day to day operations, including but not limited to individual staff and teams’ pipelines and volumes to ensure client expectations are met consistently. - Utilize strategic planning skills to develop and execute effective pipeline management, to ensure successful file review and quality control processes are in place and expectations are met. - Establish and maintain positive working environment and relationships with effective communication with internal and external business partners. - Oversee strategic initiatives within the Commercial Loan Administration group, such as evaluating policies, practices and procedures to develop and implement successful loan file review and quality control processes. - Be a key contributor in communication and partnerships between the Loan Administration staff and other areas of the Bank by moderating regularly scheduled team meetings with Credit Analysts and Lending Services to review any changing priorities. - Serve as a contact in issues and help to resolve questions that may arise between team members and/or other Bank departments, as well as any third party vendors. - Provide financial analysis and processing support, as you manage the pipeline of loan transactions, ensuring that all items are completed in compliance with the Bank and regulatory requirements. - Conduct employee development engagements and activities, performance reviews and other administrative supervisory activities. - 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
2020-9423
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you'll do as a Training and Communication Specialist: - In collaboration with your ERM colleagues, assist in the development of risk-related online and in-person training content. Partner with ERM leadership to assess training needs and prepare educational content and reference materials that supports ERM’s objectives. - Coordinate scheduling and preparation of facilitator-led workshops, training seminars, online webinars (WebEx), and meetings for ERM colleagues and the Risk Liaison network. - Support and maintain ERM’s “LEAP” program that is designed to support colleague continuing education. Identify and communicate external risk management training opportunities, organize monthly information sharing sessions, and track colleague progress towards annual development goals. Schedule meetings, create agendas and solicit and confirm guest speakers. - Prepare materials for and facilitate, as requested, department meetings and training presentations for special initiatives and/or Company-sponsored learning sessions (Lunch and Learns, FRB University, new hire orientations, etc.). - Assist in the onboarding of new ERM colleagues, including maintaining and updating ERM’s new colleague material and facilitating check-in meetings with new colleagues during their first weeks with the team. - Support ERM’s ongoing communication program. This includes drafting communication for colleagues on a risk-related topics and updating information on Collaborate to continually reinforce risk awareness. Coordinate the publication of ERM’s monthly risk management newsletter. - Support the development and execution of ERM’s bi-annual Top and Emerging Risks Survey, including drafting survey communication, tracking and recording survey responses, analyzing data, creating survey results presentations for executive management, and providing results reporting using Excel and PowerPoint. - Coordinate periodic “open house” and offsite events for ERM and selected business partners, including securing event locations, creating event themes, ordering food, beverages, and other supplies, and tracking invitees. - Support the ERM team in maintaining an accurate and complete department business continuity plan and attend business continuity-related meetings and table top exercises.
Job ID
2020-9418
Category
Risk Management
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential  The Enterprise Architect is responsible for working cross-functionally to ensure the successful delivery of solutions architecture for First Republic Bank.  The Enterprise Architect will work under the direction of the Director, Enterprise Architecture to define and develop the systems architecture aspects of projects.  This will include a high degree of interaction with business and operations units to understand the functional and non-functional needs of the users of the system as well as the various technology teams, both within and outside of FRB, which are responsible for integration points with the solutions.   What you’ll do as an Enterprise Architect: - Serve as primary technical expert to internal groups, business and Information Services, for the First Republic Bank architecture aspects of each project. - Analyze Business requirements to understand the business needs and to determine how the system can best be architected to fulfill those needs. - Collaborates with solution architects to provide enterprise solutions that align with the needs of clients and businesses. - Perform hands-on solution design of software applications. - Create and maintain reference architectures, target architectures and roadmap to meet the business needs to provide extraordinary customer server. - Define technology strategy, process improvements, and resource forecasting. - Provide technical mentorship to engineering staff regarding industry best practices as it relates to software engineering. - Strong business orientation with broad experience with banking processes, technology and change initiatives. - Promote and enhance shared services related to each business group by working with other Information Service team members. - Strong sense of prioritization and execution against critical deliverables, coupled with a sense of personal ownership and attention to detail for key projects / issue resolution. - Understands business processes, appropriate application of technology in supporting those processes, and the common technical complexity / considerations when evaluating new products or process options. - Pragmatic with an ability to generate trust and build alliances across business and functional lines. - Consistently demonstrates and follows high standards of integrity in business decision-making.
Job ID
2020-9412
Category
Information Services
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential  The primary function of the Client Service Associate is to provide a wide range of sales, service, administrative and relationship management support to assigned wealth advisors and investment professionals across Registered Investment (RIA), Broker-Dealer and Trust or team of same and to be the first point of contact for clients or prospects.   Acting as the liaison between the investment professional/client and the PWM middle office functions/operations (i.e., client services, trading, portfolio management, billing and fee support, performance and trust), this position requires strong relationship management skills in order to build strong, successful partnerships between all parties.   What you will 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. - Research and respond to client inquiries and/or problems of high net worth clients, including account change requests; escalate issues as appropriate. -  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. - Place equity, mutual fund and fixed income trades for brokerage clients, process money market movements or account maintenance at custodian and in CRM system. As necessary, utilize custodial websites, CRM client database and APX portfolio management system.  Produce reports upon request. - Create and maintain client files in CRM and other systems or hard-copies (then pass on to the Operations team).  - Assist with the completion and transmission of transaction documents including: preparing transaction documents, reviewing completed/signed transaction documents to ensure compliance and accuracy, establishing and maintaining file folders, maintaining document copies, processing investment/bank transactions, and communicating with operations/billing/internal departments/First Republic Securities Company and other custodians with regard to transaction processing follow-up - Client interaction: act as conduit between client and PWM operations, create business plans geared toward client growth, build relationships with clients, initiate daily contact with clients and make frequent office visits, introduce technology and services to client as appropriate, cross sell PWM’s products, services and/or technology, monitor client investing and understand their rationale or intentions/goals. - Perform duties and responsibilities specific to department functions/activities or as assigned by the supervisor. - Participate in the development of department policies and/or procedures and assist with client specific projects as assigned. - 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
2020-9410
Category
Wealth Management
City
Menlo Park
State
CA
Position Type
Regular Employee (REG)
An encouraging culture that invests in you. This role will be a leader in the department to manage the processes and make recommendations to help change policy when needed for company benefit programs.  This role will manage the 401(k) and co-manage our leave and wellness programs.   What you’ll do as a Senior Benefits Analyst:   Benefit Responsibilities: - Manage 401(k) program - Coordinate benefit processing, including 401(k) contributions every payday. Review and process mid-year benefit election changes. Assist with bi-weekly/monthly reconciliation for various benefit plans. - Co-manage the administration of leave of absences in a consistent manner complying with Bank policies and federal, state and government regulations - Assist with internal and external audits - Educate and provide guidance to managers and colleagues on leave and 401(k) policies and procedures. - Flexibility to handle unexpected projects and a demonstrated willingness to help others - Answer employee questions, conducts research and resolve problems regarding benefit programs and plans - Provide leadership and guidance as needed to junior staff members - Provides subject matter expertise to internal business unit partners and colleagues on projects - Participates in both internal and external projects that are broad in scope and closely tied to the organizational strategy - Evaluates current business processes and systems, ensuring cost-savings and risk control Wellness Responsibilities: - Co-manage on development of strategy and execution of wellness program - Manage the day to day program management - Collaborate on program recommendations and lead the research, development and implementation of new wellness programs as directed and assist in the preparation of presentations to senior management - Execute on program goals and oversee all activities to completion - Responsible for the planning, design, implementation, delivery and evaluation of comprehensive health promotion programs - Develops and promote activities and challenges that emphasize the importance of healthy lifestyles. Some of these activity topics will include weight management, physical activity, nutrition, and stress. The programs should include step-by-step implementation plans, program details, resources needed, goals for success, and all tools needed to successfully complete the program - Develops the annual wellbeing calendar/programming plan that is aligned with the objectives of the wellbeing program and is responsible for executing the same - Plan, implement, and manage appropriate interventions, programming, campaigns, competitions, and challenges that educate and engage the organization’s employees in healthy behaviors and measurable change in outcomes - Direct and manage all activity associated with organization-wide sponsored programs but also work as requested with field contacts to design and execute wellbeing events locally/regionally - Point person for all wellness communications
Job ID
2020-9407
Category
Human Resources
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential The Executive Assistant will be supporting the SVP & Executive Director of Deposits, and serves as the primary point of contact for internal and external customers, vendors and all others on all matters pertaining to the Company. The Executive Assistant serves as a liaison to senior management; organizes and coordinates executive outreach and external relations efforts; and oversees special projects. The ideal individual will have the ability to exercise good judgment in a variety of situations, with strong written and verbal communication, administrative and organizational skills with the ability to maintain a realistic balance among multiple priorities. The Executive Assistant must be able to work under pressure at times and handle a wide variety of activities and confidential matters with discretion.   What you'll do as an Executive Assistant: - Managing an extremely active calendar, completing expense reports, composing and preparing correspondence, arranging complex and detailed travel plans, itineraries, agendas and compiling documents for travel-related meetings and or events. - Plans, coordinates and ensures the schedule is followed and respected. Communicates directly, and on behalf of the Executive with staff, customers, vendors and others. - Researches, prioritizes and follows up on incoming issues and concerns addressed to the Executive, including those of a sensitive and or confidential matter. Determines appropriate course of action, referral or response. Have a sense for the issues taking place in the environment and keeping the Executive updated. - Successfully completes critical aspects of deliverables with a hands-on approach, including drafting acknowledgement letters, personal correspondence and other tasks that facilitate the Executives ability to effectively lead the company. - Prioritizes conflicting needs, handles matters expeditiously, proactively and follows through on projects to successful completion often with deadline pressures. - Assist in scheduling meeting, setting agenda and attending some meetings for note taking. - Follows up on contacts made by the Executive and supports the cultivation of ongoing relationships. - Assist and provides support as assigned and needed.
Job ID
2020-9406
Category
Administrative
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As an Assistant General Counsel, you will be responsible for providing legal advice to key partners. You will build professional relationships with team members by helping to establish legal contracts, driving implementation of operational enhancements and policies.   What you'll do as Vice President, Assistant General Counsel: - Provide real-time legal advice to key PWM business partners (e.g., Portfolio Managers, Operations, Compliance) to ensure the highest standards of practice for FRB’s PWM platform; - Review and negotiate legal contracts (e.g. client agreements, distribution agreements, 10b5-1 plans); - Identify and drive implementation of operational enhancements and internal policies and procedures in order to effectively mitigate risk; - Assist with regulatory inquiries and filings from the SEC, FINRA and other regulators; and - Assist with responses to customer complaints and civil subpoenas.
Job ID
2020-9403
Category
Legal
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential The program director will hire, onboard, train, and manage constituent project managers or scrum masters and is responsible for developing a high performing team. This position is also responsible for the oversight of any required vendors to insure that all activities are coordinated between vendors, FRB technical resources, and FRB functional resources.   This role requires deep experience in the product management as well project/program/portfolio management domain, in bank operations, specifically Deposits and PBO Operations, as well as people leadership and development. The Portfolio Director role exists to improve the management and delivery of new capabilities, experiences and features for the bank, its clients and employees.   What you’ll do as a PMO Program  Director - Directs, on behalf of a defined set of business partners, a defined set of products or projects in alignment with company and department strategy and business goals, including capital planning, business case development, planning, reporting, and execution. Supports the annual planning process through identification, prioritization, and sequencing of initiatives - Work with business leaders and product managers in respective business units to ensure that portfolio investments are tied to strategic objectives and outcomes have been defined by the respective business and product leads - Identify the best possible way to deliver work, applying a product management, project management, or hybrid approach where applicable - Understand delivery status, interdependency mapping and resource planning of the portfolio to optimize timing, sequencing, and resolve bottlenecks - Proactively manage delivery and other related risks - Serves as the Director of project managers, scrum masters, and other resources working on behalf of specified business partners; this may include managing management staff across many products, programs, or projects. Supports the enterprise resource management process. - Serves as strategic partner between assigned business units, vendors, Information Systems, Information Security, Internal Audit, and other impacted stakeholders. Manages project and program steering committees as appropriate - May manage vendor relationships between account executives and FRB business and technical units to manage contract reviews and addenda, Service Level Agreements for system availability, and service request escalation. - Adheres to, contributes toward, and mentors staff on the Corporate Portfolio Process and contributes to its continual improvement. - Ensures adherence to budgeting, financial forecasting, and cost accounting standards across the program or programs. Drives accountability for hard project benefits. - Facilitating the presentment of annual portfolios plan and quarterly updates, in collaboration with the relevant department leads and in accordance with the annual planning process - Cover the full change scope for a given portfolio, including cross-enterprise programs, projects, and products - Work cross-functionally with other Portfolio Directors, product managers, business technology partners and program managers to stay apprised of initiative progress and upcoming risks and interdependencies through quarterly forums and as-needed discussions; work to resolve any dependencies with peer group Ensure that the full portfolio adheres to Enterprise Portfolio Management standards   Key outcomes a PMO Program Director is expected to accomplish include: - An articulation of clear business outcomes to be delivered by the portfolio, over the near, medium and long term horizons (outcomes are measurable and observable benefits to the banks clients, bankers, bank functions, etc.) - More efficient delivery across the bank by resolving dependencies and optimizing investments with close collaborating with other Portfolio Directors, identifying leverage opportunities where possible - Construct an annual portfolio of change to input into the bank’s annual planning process - Ongoing (about quarterly) reviews of the portfolio for executive leadership to assess performance against delivering business outcomes - Building a high performing team - Advancing project management skills of assigned staff
Job ID
2020-9402
Category
Project Management Office
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential The Senior Marketing Manager will work collaboratively with the Marketing and Communications team and wealth management business lines to support First Republic Private Wealth Management. Through implementation of marketing strategy, and creation and delivery of resources at both the local and national level, the Senior Marketing manager will support the awareness and growth of First Republic and First Republic Private Wealth Management. This role demands an effective communicator who is driven by a fast-paced environment. A true relationship manager, this individual will use their skillset and insights to engage and educate our professionals on the tools and resources available to them to further relationship growth of existing and prospective clients.   What you’ll do as a Senior Marketing Manager: - Business Acumen: Understanding of marketing and communications best practices and the financial services industry. - Brand Acumen: Establish deep understanding of the First Republic brand voice and aesthetic. Ongoing brand review and collaboration with internal and external partners. Serve as a brand advocate. - Communications: Draft and articulate effective client communications and internal communications, translate complex information into succinct executive level presentations. - Marketing Resources:Create internal and external product and sales resources. Own and maintain digital library of marketing resources. - Collaboration: Work with other members of the Marketing and Communications team. - Alignment: Work closely with business unit partners to develop plans and goals that support their business objectives. Manage stakeholder alignment and issue resolution using sophisticated executive influence skills. - Partnership: Build strong relationships with business unit partners, including Compliance and Research, and cross functional SMEs to brainstorm, plan and accomplish deliverables efficiently. Effectively escalate when appropriate. - Relationship Building: Engage C-level executives, business leaders, regional managing directors and wealth professionals to identify needs and use cases and become a trusted resource. - Education: Update the team as products evolve, update marketing collateral and develop training. - Take Initiative: Review and understand needs on a regional and national level, by industry, demographic and product focus. - Competitive Analysis: Brand review, comparing our promotions to our competitors and proactive strategic analysis - Thought leadership: Influence and drive marketing planning activities.
Job ID
2020-9401
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential This role will require close collaboration with portfolio leaders, PMO team members, project managers, data source system owners, and technical resources from across the company. This role is responsible for the design, enhancement, development, and maintenance of the current data architecture and data model, the future data strategy, current and future tools and data integration, data management and translation processes, and business intelligence delivery / portfolio reporting design and development using Tableau and/or other tools. This role is essential to supporting the operationalization of pro-active project portfolio management as a new discipline at First Republic Bank.   What you’ll do as a Enterprise Project Portfolio Data Engineer: - Maintain the PMO ODS including: - Creating major and minor ETL enhancements - Supporting day to day operations - Determining defect root cause and repairing - Liaison with data source system and SQL Server PMO_ODS and PMO_ODS technical resources personnel to coordinate changes - Assess the current data architecture and data model and derive a plan for enhancements / simplification / change acceleration - Lead the effort to implement the enhancement roadmap while ensuring day to day operations are supported - Working with other Project Management Office members, design, code, test and manage new requirements and enhancements and optimization to the ODS and related tools. Provide production support for the ODS - Identify defect root causes and code and test defect fixes - Ability to think creatively and recognize new problems or techniques, devise new approaches and solutions to improve the ODS - Liaison with data source systems technical resources to coordinate changes to the source system interfaces and staging tables - Work with PMO team members to design and develop new Tableau reports - Own and enhance the data model and management plan  
Job ID
2020-9400
Category
Project Management Office
City
San Francisco
State
CA
Position Type
Regular Employee (REG)

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