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 Scrum Master will manage the implementation of the execution and delivery of project implementations and product upgrades. The role requires exceptional communication and facilitation skills to drive agreement on processes across business units. The Scrum Master is a self-starter who displays initiative and drive, can follow Agile process and has a mindset that excels in an environment that challenges convention.  The Scrum Master plays a leadership role in delivering highly visible projects across several lines of business.  The Scrum Master identifies and works to mitigate and resolve developing issues that could jeopardize scope, timeline, risk, and/or budget as this project progresses.   What you’ll do as a Scrum Master: - Mentors the team to structure their work and think in an Agile mindset - Train team members to proficiently utilize tools such as JIRA and Confluence - Review Sprint Plans/ Project plans and support team business objectives to plan and coordinate project activity - Meet with department heads, managers, supervisors, vendors, and others, to solicit cooperation and resolve project problems - Work collaboratively with support teams, development teams, technical leads, Agile Champions and management to determine technical direction and priority of staff for the supporting systems. Create, manage, and track project vehicles, including, but not limited to: - Product documentation - Agile ceremonies - Project scope statements - Resource plans - Risk and issues logs - Status reports - Process and Program Documentation - Continuous improvement of Sprint release processes to maximize team performance - Daily Scrum Retrospectives and release planning meetings with other teams as needed in regards to project and team deliverables including managing expectations, presenting and interfacing with sponsors - Make decisions and communicate trade-offs and risks; drive key decisions across projects or open defects/enhancements - Make recommendations to management about schedules, prioritization, and resource allocation with input from team members - Manage resource planning and organizational capacity planning - Mentor and support the project team members on Software Development processes and best Agile practices - Flexibility to engage with teams of all work styles across work locations and time zones - Work with Agile Champions and partners   to align team priorities with business road maps - Be a role model servant-leader to bring value to the Teams with process and tools
Job ID
2022-15849
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential The Deposits Quality Assurance Specialist position is responsible for all second-level review of existing accounts and account changes which involves reviewing documentation, all applicable Bank systems and KYC to ensure all accounts are in line with policy and Bank procedures. Additional responsibilities include properly maintaining findings within QCM's Databases and Logs for assigned accounts; answering questions raised by Preferred Bankers regarding Deposit Procedures; administrative duties such imaging documents; pull and review reports and manage research queries for Managers. Lastly, a Specialist should have an advanced understanding of both Deposits documentation requirements and business entity setups in addition to basic knowledge of more complex account/entity structures.   What you'll be doing as a Deposits Quality Assurance Specialist: - Review existing accounts as well as change requests as assigned by QC Assistant Manager and update the QC database with exceptions as applicable. Properly communicate outstanding KYC issues with Preferred Bankers. - Review KYC for completeness and quality of content. Escalate any issues or hard stops to QC Management to ensure proper protocol is followed in a timely manner. - Familiarize and review all policy and procedure (P&Ps) updates on Bank policy, BSA/AML KYC policies on Bank intranet as frequently as necessary in order to proactively identify opportunities to improve the quality of reviews. - Assist with research on various reports and projects as needed. - Perform duties & responsibilities specific to department functions & activities, and other duties & responsibilities as required or assigned by Management. - Cross-train with Preferred Bankers and Client Services staff to have a well- rounded understanding of the bank’s deposit products and related transactions to provide back-up assistance as needed, including having a clear grasp of BSA/AML/KYC policies and procedures. - Provide oversight to ensure compliance with BGB and regulatory requirements on - Deposit Documentation (Account change requests, KYC requests from BSA/ AML) - Regulatory Documentation (KYC, disclosures, review) - Ensure documents imaged are uploaded with quality - Identify any rejects/issues with Imaging/FP and escalate to QC Supervisor - Other tasks related to account documentation as assigned to support the team - Additional responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank. - Critical features of this job are described under the items above. They may be subject to change at any time due to reasonable accommodation or other reasons. This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
Job ID
2022-15848
Category
Banking
City
New York
State
NY
Position Type
Regular Employee (REG)
  What You’ll Be Doing: - Partner with various TA verticals to best document specific, sitation based scenarios including process and offers (Campus Recruiting, Private Wealth, Corporate & Technology, Lending, Sourcing Team etc.) - Assist with End to End testing and documentation of enhancements and/or errors - Create role based user guides and other documents that will enable TA Operations, Recruiters and TA Leadership to best interpret and execute roles and responsibilities - Translate process maps into clear operational hand-offs and train Talent Acquisition Verticals on those hand-offs (Sourcing Team to Recruiting Team to Coordinator Team) - Develop lower-level documentation (e.g., desktop procedures, FAQs, others)
Job ID
2022-15840
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
- Responsible for provisioning/de-provisioning of access to applications, infrastructure and operating systems as per established Policy, Standards and procedures. - Responsible for updating and resolving request tickets and ensuring timely settlement of assigned user requests and issues as outlined by Service Level Agreements. - Well versed with following processes: New Hire On-Boarding, Employee Off-Boarding, Department Transfers, Access Remediation, and Privileged Access. - Assist with troubleshooting and problem analysis by working with other teams, vendors or users in diagnosing and resolving users access issues. - Assist with unique/complex security access requests including internal and external audit and disaster recovery testing.
Job ID
2022-15826
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
Common goals, uncommon potential The primary function of the Client Service Specialist is to provide a wide range of sales, service, administrative and relationship management support to assigned Relationship Managers. Acting as the liaison between the clients, Relationship Managers and the Operations team this position requires strong relationship management skills in order to build strong, successful partnerships between all parties. Client Service Specialist will support high producing Originator(s) in the preparation, review and processing of complex loans. This position also involves submitting files, requesting loan conditions, as well as communicating with clients and realtors. Handles customer inquiries, researches, and ensures appropriate and timely resolution while meeting all regulatory compliance and achieving a high level of customer service. What you'll do as a Client Service Specialist: - Provides support to our Relationship Managers as well as building a relationship with the borrower. - Communicates with Relationship Managers on pipeline reports to ensure timely preparation of the loan process. - Assists with collection of application items, including ordering credit, entering the application, requesting financials and/or other documents required for loan approval, customer follow up, and application tracking. - Directs customers through the loan process, often working with complex loans. - Monitors loans and ensures that information including, financials, guarantor information, tax returns, etc. are obtained. Partners with Relationship Manager to discuss past due items. Contacts clients to request missing items. - Leads a variety of customer services activities including responding to requests, researching discrepancies, and resolving issues. - Ensures compliance with banking policies, lending practices and regulatory process statutes, such as Patriot's Act, Reg B, HMDA, etc. - Maintains knowledge of banking/Lending products and services, as well as knowledge of the industries or market areas served. - Acts as a main point of contact on daily operational questions for processing team. - Assists in training of new lending assistant staff and mentoring of existing lending assistant staff. Acts as a main point of contact on daily operational questions for lending assistant team. - Assists with additional duties as assigned. - Complies with all related Federal, State and Industry laws and regulations pertaining to Banking. - Experience with many types of client tax returns, understanding W-2, K-1 and various types of cash flow analysis. - Review received documentation within 24 hours for discrepancies, omissions, asset and income verification and updates based on verified information - Attend any and all branch/team meetings as requested. - 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, 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.
Job ID
2022-15822
Category
Lending
City
Boston
State
MA
Position Type
Regular Employee (REG)
The Process Integration Developer is responsible for developing and implementing end to end solutions to support Banker and Client requests and information reporting, assisting in developing automation processes for the Bank's Transactions Processing infrastructure, building and supporting processing related systems, providing support and services, and other Duties as assigned. The individual will work in a fast-paced environment to talk through processes, design a solution, and then execute development for issues related to processing data, and internal/external processing system integrations.   What you’ll do as a Process Integration Developer: - Work with Deposit Services, Digital Channels, Information Services, Bankers, and Clients to develop end to end (conception, development, maintenance, and evolution) functions for reporting, processing systems, automation processes and work to enhance services and products the Bank offers  - Develop and support micro services, API's, file transmissions, and other interchanges of data for processing systems and databases. Data Analytics - Constantly work to improve operational processes via the development of software solutions with Python, API's, and other technology method such as SQL - Support production systems and assist with inquiries from bankers, clients, and vendors  - Work closely with management to ensure SLAs for the department are met - Perform other duties as required or assigned by leaders. - Adhere to and comply with all applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (for example, Bank Secrecy Act, USA PATRIOT Act, etc.); adhere to Bank policies and procedures; complete all required training; identify and report potential suspicious activity to the Bank Secrecy Act / Anti-Money Laundering Officer; and know and verify the identity of clients entering into a relationship with the Bank.   
Job ID
2022-15821
Category
Deposit Services
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
As an Administrative Assistant you will be responsible for directly supporting the day-to-day time management and administrative needs of multiple Bank Operations, Deposit Services and Client Care leaders and indirectly supporting the needs of the department. Routine duties include phone and email support, organization of meetings and events, assist in travel arrangements and expense reporting, coordination of calendar, meeting minute taking, and preparation of presentation/meeting materials.  You will help prepare presentation and work on projects for the leaders and department.     What you’ll do as an Administrative Assistant: - Proactively manage calendars, prioritize meetings, provide ample time to review meeting materials, and visibility to any cancellations or rescheduling. - Perform administrative duties such as answering phones, taking messages, mailings, photocopying, planning meetings, ordering office supplies. - Performs diverse, advanced and confidential administrative support functions including composing, signing and releasing routine but somewhat complex correspondence - Ensure workspace readiness for new team members with a lead role in onboarding new employees to the department. Coordinate ongoing premises and office supply needs. - Coordinate technology/communication needs for large and small meetings with internal IT team. - Arrange travel to maximize efficiency of schedules. Create and submit expense reports in a timely manner. Ensure all expenses captured. - Prepare or edit memos and presentations. Create and submit materials based on input from leaders and other executives. - Perform duties & responsibilities specific to department functions & activities or as assigned by supervisor. - Participate in the development of department procedures and assist with 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
2022-15819
City
Boston
State
MA
Position Type
Regular Employee (REG)
What you’ll do as a Senior Product Manager: - Work alongside senior management and key stakeholders to define the vision, scope, and technical roadmap for the Information Security offerings. - Effectively execute against the roadmap and provide on-going support to the Information Security offerings. - Meet with internal and external clients and integrate user feedback into the Information Security offerings. - Provide day-to-day oversight, management, reporting, and troubleshooting of products under management.  Drive products and intitiaves to completion while also ensuring compliance with Bank policy and standards. - Monitor competitive trends, evaluate relative product positioning, benchmark Bank relative to key competitors, and target areas for differentiation.  Leverage this data to influence the roadmap. - Optimize the services of our partnered vendors by effectively managing the relationships and their deliverables. - Champion Information Security offerings to key enterprise partners and senior management across bank. - Working in a hands-on way, successfully manage and deliver large and complex projects. Provide leadership on major initiatives, including vendor solution contracts, implementations and integrations, new product development, etc. - Keep abreast of regulatory, legal and industry best practices to maintain compliance and an appropriate level of risk, particularly related to internet security. Partner closely with leadership of Internal Audit, Enterprise Risk Management, Information Systems, Information Security and Compliance/ Legal to develop and recommend related risk management activities. - Provide day-to-day oversight, management, reporting, and troubleshooting of products under management. - Translate product strategy into detailed requirements. - Serves as lead project manager on a company-wide, complex Information Security Projects as well as small-to-medium inter-related programs; defines and manages all aspects of project planning including scope, budget, financial forecasting and scheduling. - As the lead project manager, create and execute a company-wide communications and training plan, in partnership with appropriate stakeholders, to ensure solution adoption and effective organizational change management. - Determines resource requirements and procures resources; manages contract project and/or program resources. - Facilitates impact analyses of current/existing technologies on the project and/or program.  - Supports management in data gathering for regulatory and third-party reviews.
Job ID
2022-15817
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Digital Platform Support team is responsible for ensuring that all client facing applications are available 24x7 to our clients. These applications support activities such as Online Banking, Digital Account boarding and FRB marketing efforts. Responsibilities includes continuous monitoring, incident response and system restoration. We are seeking a Director, Digital Platform Support to lead this team. They will own the support process and oversee operations required to keep these client facing applications available 24x7x365. With continuous change in application features, technology and environments, the candidate in this position will understand the challenges of keeping the applications running while adapting to changes in the platforms. This individual will lead the team to effectively execute the documented support process, be responsible for effective communications to all stakeholders internal and external, and help deliver exceptional digital service to our clients.   What you'll be doing as a Director, Digital Platform Support:   This position will oversee 15 support engineers who are located onshore and offshore, providing 24x7 coverage for multiple applications. The team works hand in hand with other support, development, and vendor teams to respond to incidents, identify issues, restore service while providing clear and prompt communications.  The ideal candidate will lead the team to: - Maintain the existing excellent operational process - Support Service Level Agreements on incident response and restoration - Implement efficient and effective monitoring and triage tools - Communicate status of incidents in a timely fashion - Collaborate with development teams to transition new features to production ready status - Adapt to changes in technology and functionality while maintaining service standards - Review process, training, and tools to support continuous improvement  
Job ID
2022-15815
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Specialist I, Corporate Services: - Provide extraordinary support for clients using Cash Management services through either phone or email by utilizing vendor and internal systems to conduct research and track issues. - Provide first-level technical support for Corporate Online and related systems. - Drive both simple and complex Cash Management requests to completion by coordinating with vendors and various departments within First Republic. - Meets work standards by following production, productivity, quality, and customer-service standards as set by First Republic management. - Complies with federal, security, and legal requirements by following adherence to requirements; advising management on needed actions and completing all regulatory testing. - Produce quality work, displaying accuracy and thoroughness, while completing work assignments in a timely manner and within disclosed time parameters. - Compose quality written responses for service related e-mail. Communicate frequently with internal departments for e-mail resolution, consistently following-up with various departments to ensure customer satisfaction.
Job ID
2022-15814
City
Boston
State
MA
Position Type
Regular Employee (REG)
The Senior Analyst, HR Operations position plays a key role in delivering extraordinary service to our HR colleagues and in turn, our colleagues throughout The Bank. This role will provide operational and administrative support to the HR Operations Team, including coordinating and assisting with projects, communications, and HR Processing. The Senior Analyst, HR Operations will oversee the day-to-day activities to ensure the below responsibilities and goals are met. What you’ll do as a Senior Analyst, HR Operations: - Administer processes, provide training, and ensure the HR Operations Team are utilizing Standard Operating Procedures - Manage inbox, triaging cases, assign cases to Specialists, and responding to general HR questions from colleagues across the Bank - Step in to lead, give direction and provide feedback to HR Operations team members as required - Provide support on case management: reviews, investigations, delinquencies, and processing across all of our workstreams - Support Service Level Agreements adherence and Accuracy improvements - Assist in the implementation and testing of new software and enhancements - Communicate with various departments and colleagues to provide guidance and assistance regarding hiring, transfers, employment, and personnel records - Manage the various HR Operations reports and assure appropriate and timely actions are taken - Identifies and diagnoses issues proactively and develops, recommends, and implements root cause solutions that provide a positive colleague experience and business results in a timely manner - Review background checks and/or fingerprinting reports and provide HR Specialists with approval for clearance as needed. This may include speaking with candidates directly about their personal history - Provide support to Business Partners for HR Operations processes
Job ID
2022-15802
Category
Human Resources
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Senior Analyst, HR Operations position plays a key role in delivering extraordinary service to our HR colleagues and in turn, our colleagues throughout The Bank. This role will provide operational and administrative support to the HR Operations Team, including coordinating and assisting with projects, communications, and HR Processing. The Senior Analyst, HR Operations will oversee the day-to-day activities to ensure the below responsibilities and goals are met. What you’ll do as a Senior Analyst, HR Operations: - Administer processes, provide training, and ensure the HR Operations Team are utilizing Standard Operating Procedures - Manage inbox, triaging cases, assign cases to Specialists, and responding to general HR questions from colleagues across the Bank - Step in to lead, give direction and provide feedback to HR Operations team members as required - Provide support on case management: reviews, investigations, delinquencies, and processing across all of our workstreams - Support Service Level Agreements adherence and Accuracy improvements - Assist in the implementation and testing of new software and enhancements - Communicate with various departments and colleagues to provide guidance and assistance regarding hiring, transfers, employment, and personnel records - Manage the various HR Operations reports and assure appropriate and timely actions are taken - Identifies and diagnoses issues proactively and develops, recommends, and implements root cause solutions that provide a positive colleague experience and business results in a timely manner - Review background checks and/or fingerprinting reports and provide HR Specialists with approval for clearance as needed. This may include speaking with candidates directly about their personal history - Provide support to Business Partners for HR Operations processes
Job ID
2022-15801
Category
Human Resources
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
This position reports to the Principal Solutions Architect and supports development and implementation of Wealth Management’s technology roadmap. This role has a key responsibility within First Republic to ensure that our client experience within Wealth Management maintains the highest standards of the Bank.  He/she must be a highly motivated, quality driven engineering architect for the team. The Solution Architect - Applications will consistently deliver solutions meeting the highest standards. While strategic thinking and coordination are important elements of this role, this individual will be required to take a very hands-on role with requirements, design, development, testing, deliverable preparation, and other related activities across various IS groups.   Duties and Responsibilities:   What you’ll do as a Solutions Architect  - Lead end-to-end (conception, development, maintenance, and evolution) implementation of wealth management technology solutions.  Includes working as an effective liaison between the front office, business units, operations, and other technology groups to ensure that client needs are addressed. - Drive technical excellence and implementation of best engineering practices. - Provide guidance and inspiration to deliver engaging, innovative, and client-centric wealth management technology solutions. - Define systems architecture, design techniques and development standards to support cross-functional, multi-system solutions that can scale and are flexible to meet the future needs of the organization. - Integrate with other enterprise applications and other cloud applications - Effectively communicate architecture design to various stakeholders at many levels - Follow best Domain practices in integration - Review other developers’ solutions and assure adherence to the highest quality standards. - Oversee the design, scoping, implementation, and testing in short agile release cycles of in-house development and vendor implementations end-to-end. - Hands on experience to perform proof of concept for proposed solutions. - Create and maintain an open and transparent environment that values speed and innovation.
Job ID
2022-15800
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Supervisor, Consumer Services will be responsible for providing high quality client customer service through the daily management of employees, including, but not limited to, monitoring the workflow and call volume, as well as, team member hiring, motivating, coaching, and training. Handling escalated issues from agents or as they are reported and ensuring that cases are managed properly and in a timely manner. Primary focus on ensuring that our standard of high quality customer service is delivered by the team and ensuring Service Levels are met and Call Quality scores are exceeding expectations as set by management.   What you'll be doing as Supervisor, Consumer Services: - Successful delivery of service level standards. - Responsible for troubleshooting service complaints and coordinating with various bank departments in the identification and resolution of operational problems and elevating these problems, correcting and documenting them as necessary, to avoid repeated issues. - Interprets, applies and enforces company and departmental policies, guidelines and procedures across all operations activities and ensures that staff follows them. - Ensures compliance with operational policies and procedures to minimize risk exposure.  Monitors and audits policy exceptions related to risk management issues.  Communicates with management regarding the control and management of risk within a specific team or the department. - Identifies situations impacting established quality service level standards to determine solutions in a timely manner.  Responsible for suggesting methods to improve area operations, efficiency and service to both internal and external customers. Keeps management informed if additional resources may be needed. - Create and maintain high quality work environment so team members are motivated to perform at their highest level. - Delivers performance reviews and provide statistical and performance feedback, coaching, counseling, direction and resolution on a regular basis to each team member. - Use appropriate judgment in upward communication regarding department or employee concerns.  Participates in internal and external meetings. - Insure employees have appropriate training and other resources to perform their jobs by identifying and obtaining required training for team members as needed to support clients. - Manage any issues that may arise between team members and other departments in the bank. Address disciplinary and/or performance problems according to company policy. Prepare warnings and communicate effectively with employees on warnings and make effective/appropriate decisions relative to corrective action as required. - Assist with the development, analyses and implementation of staffing, training, scheduling, and reward/recognition programs. - Work as a member/leader of special or on-going projects that are important to area/process improvement. - 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. - Thorough knowledge of operational policies, procedures and practices. - Ability to react and respond to critical demands of the department, prioritizing and performing multiple tasks on a regular basis. - Ability to interface within various levels of the group. - Excellent verbal and written communication skills.
Job ID
2022-15794
City
Boston
State
MA
Position Type
Regular Employee (REG)
First Republic Wealth Advisors market and sell First Republic’s wealth management services to prospects, many of whom are existing clients of the bank’s deposit and lending products and services. Relationship Managers and Business Bankers at First Republic have formed strong relationships with a wide range of high net worth individuals and leading businesses by meeting their deposit and lending needs with an extraordinary level of service. First Republic Wealth Advisors work with these bankers as well our Preferred Banking Offices to identify investment management prospects, help identify client’s financial needs and objectives, and recommend appropriate wealth management solutions. While the Wealth Advisor’s principal responsibility is to focus on bankers and generate wealth management business from existing clients, the Wealth Advisor will also be expected to generate their own business and source new clients.   The goal of the Wealth Advisor is to increase assets under management at First Republic Bank by marketing wealth management products and services to meet client needs, becoming our client’s trusted wealth advisor, and maintaining strong client relationships. Because of the wide range of investment alternatives available to clients, the Wealth Advisor is able to offer clients independent and sound investment advice, offer attractive investment alternatives, and deliver a high level of service.  First Republic believes in an “open architecture” philosophy with regard to its products and services. We can provide customized portfolio management services for particular investment strategies, tax considerations or liquidity goals of clients, as well as access outside funds and managers to best represent asset styles in a client’s asset allocation strategy. The role of Wealth Advisor is to effectively represent all of the platform’s products and services to best meet client objectives. A summary of these offerings are shown below:   Entity Offering: - First Republic Investment Management - Customized Portfolio Management - First Republic Securities Company - Full-service brokerage and online self-directed services - First Republic Trust Company - Able to act as a trustee, successor trustee, custodian, and escrow agent - Financial Planning - Deliver full range of financial planning services, including life insurance - Insurance Services - A full range of insurance products and services, including annuities - Foreign Exchange - A wide range of foreign exchange services The team that works with our clients generally consists of: - The Relationship Manager (or other banker) that manages the overall bank relationship with the client; - The Wealth Advisor, who initially helps determine the appropriate investment solutions for the client and serves as an ongoing resource to clients; - a Portfolio Manager (at First Republic Investment Management or First Republic Securities Company) that acts as the day-to-day manager of the client’s investment assets - A Financial Planner for certain clients - An Insurance Specialist for certain clients - A Trust Officer in instance where we deliver trust services to the client Successful candidates will champion the firm’s private wealth management services both internally and to clients. The objective of this position is to gain the confidence of the First Republic bankers in an effort to collaborate with them to grow assets under management from existing clients and prospects. The Bank has multiple wealth management alternatives available to prospects and the Wealth Advisor should take on a flexible, strategic approach to determining the most appropriate solution for each client opportunity. While most of the new wealth management business generated by the Wealth Advisor will originate from banker referrals, the Wealth Advisor will also be expected to conduct their own business development efforts and source their own new clients.   Specific responsibilities include: - Establish credibility and build confidence as a trusted investment advisor with relationship managers, other bankers, and - Collaborate with relationship managers to identify and prioritize prospects for private wealth management - Generate new assets under management through the bank’s existing lending relationships and the initiation of new relationships. - Serve as the primary contact for wealth management - Evaluate clients’ portfolios to assist Portfolio Managers develop asset allocation recommendations and investment strategies. - Manage client interaction with other First Republic related investment - Keep abreast of trends and strategies in wealth
Job ID
2022-15792
City
New York
State
NY
Position Type
Regular Employee (REG)
The Director, Digital Data Engineering is responsible for leading and managing the Digital Data Transformation efforts from a technology and production execution perspective. The role is responsible for working with Digital Architect to design the target data architecture, modernizing, and optimizing ETL (Extract, Transform and Load) data ingestion, data streaming, pipelines and integrating Data Lakes, Digital Banking Systems, Data Warehouses, Customer, Account and Marketing Analytics Data. This role will develop engineering solutions to secure data and provide operational excellence, reliability, resiliency, and performance efficiency. This role will work with Digital and MarTech engineering, Enterprise Data and Client Insights, Data Platform, and other applications teams for evolving the data pipelines across First Republic Technology.   What you’ll do as Director, Digital Data Engineering: - Collaborate with business partners on initiatives to determine data needs and Digital data road map - Collaborate with FRB Enterprise data groups on enterprise strategy and tech road map - Work alongside our team of technologists from FRB to design, create and deliver connected architecture and solutions - Re-engineering the interaction of incoming and outgoing data flows between Digital Banking / Analytics / Engagement platforms, Data platforms, Data Warehouse, Data Lake as well as other reporting and batch process systems which consume data from Digital data - Drive the data architecture and roadmap for eliminating non-strategic point to point connections and batch handoffs - Define canonical data models for key entities and events related to Digital Customer, Account, Entitlement, Banking applications, and Marketing properties - Gather, analyze, interpret the team's data requirements to develop complete solutions, including data modeling, ELT pipeline management, data flow operation model, data quality management and governance - Design and develop ELT processes based on functional and non-functional requirements using resources in Snowflake, AWS, and Azure, such as AWS EMR, RDS, DMS (Database Migration Service), S3, Kinesis and EventBridge - Support the team's research efforts, including large scale data exploration, cleaning, transformation, and feature creation - Help solve complex and mission critical problems, internally and externally - Work in a collaborative, trusting, thought-provoking environment-one that encourages diversity of thought and creative solutions that are in the best interests of FRB’s customers - Lead multiple teams from development to deployment - recruit, retain, coach, and inspire a diverse, high performing team and culture - Document work for the team and for broader communication
Job ID
2022-15790
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Director, Digital PWM and Statement Online will be responsible for leading teams of talented engineers to support, build, and enhance Digital PWM and Statement Online user experience for customer, client, and banker. Provides strategic oversight of FRB’s wealth management digital ecosystem & responsibility for driving organic growth through and wealth microsites. Working with FinTech partners and vendors to deliver seamless integration and great user experience.   What you’ll do as Director, Digital PWM & Statement Online: - Establish and maintain strong partnership with the business product owners/stake holders. Provide point of accountability to the business stake holders. - As the senior technical leader supporting the PWM and Statement-Online business functions, this role directly supports digital channel and client inquiries. - Work with business product owners & stake holders and system leads to logically design and negotiate the product solution and participate in product roadmap planning discussions. - Ensure commitments are met while providing high quality and cost-effective systems. - Identify and develop support for new opportunities, including operational efficiencies, new product features, enterprise technology integration, etc. - Responsible for product solution design and implementation. - Responsible for managing, developing, and appraising the matrix structure delivery team. Ensure teams are highly motivated and focus on product delivery, including collaboration and coordination with cross-team activities. - Work with Digital Platform Support team to ensure all services are supported according to their SLAs.
Job ID
2022-15789
City
New York
State
NY
Position Type
Regular Employee (REG)
An encouraging culture that invests in you Eagle Lending is looking for an exceptional Credit Analyst II to support the underwriting needs of our Personal Line of Credit product. 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 II: - Support the underwriting needs for Eagle Lending's Personal Line of Credit product 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. - Cultivate strong and positive working relationships with partners: Sales, Closing, Executive Loan Committee, Loan Servicing, Product etc. - Effectively use Moody’s CreditLens or similar tool to spread tax returns and financial statements. - 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. - Assist in underwriting additional consumer lending products as needed.
Job ID
2022-15778
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
An encouraging culture that invests in you Eagle Lending is looking for an exceptional Credit Analyst II to support the underwriting needs of our Personal Line of Credit product. 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 II: - Support the underwriting needs for Eagle Lending's Personal Line of Credit product 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. - Cultivate strong and positive working relationships with partners: Sales, Closing, Executive Loan Committee, Loan Servicing, Product etc. - Effectively use Moody’s CreditLens or similar tool to spread tax returns and financial statements. - 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. - Assist in underwriting additional consumer lending products as needed.
Job ID
2022-15775
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
First Republic Bank (NYSE:FRC) and its subsidiaries provide private banking, private business banking and private wealth management services. Founded in 1985, First Republic specializes in exceptional, relationship-based service offered through preferred Banking and/or wealth management offices primarily in San Francisco, Palo Alto, Los Angeles, Santa Barbara, Newport Beach, San Diego, Portland, Palm Beach, Boston, Greenwich and New York City.    First Republic Securities Company, LLC (“FRSC”) a subsidiary of First Republic Bank, provides brokerage and investment products including municipal and Government securities, corporate debt, and equity securities to their private wealth customers.   First Republic Investment Management ("FRIM") is an RIA with an affiliated Broker Dealer (First Republic Securities Company LLC) and a wholly owned subsidiary of First Republic Bank. First Republic PWM's business covers approximately $120 billion in assets today and is expected to experience continued high growth. Altair, is First Republic Investment Management’s private investment platform. The platform is comprised of 46 active funds, six of which are hedge funds, the remainder are draw-down funds. First Republic structures feeder funds and fund-of-funds for its clients to access otherwise inaccessible private investments.  Assets Under Management are approximately $7 billion.   Guided by First Republic Bank's philosophy of providing personalized service, First Republic Trust Company (FRTC), a division of the bank, provides personal trust services as well as selected custody end business escrow administration. An open architecture concept for investment management of trust accounts provides flexibility to meet each family's unique financial goals. Using this approach, First Republic Trust Company works with beneficiaries and other advisors to develop the investment objective of the Trust and then delegates the daily management of the trust portfolio to First Republic Investment Management or another third party investment advisor.   What you’ll do as a Managing Director, Estate & Business Planning Specialist: - Learns and delivers specific company supported sales concepts in a manner consistent with industry, company, and customer compliance standards. - Generates sales of significant target premium from referrals provided by First Republic colleagues and self-sourced centers of influence. - Provides both point-of-sale and post-sale support for First Republic advisors and clients. - Creates, maintains, and collaborate with relationships with Relationship Managers, Wealth Managers, Business Bankers, Financial Planners, Wealth Advisors, Regional Managing Directors and Estate and Business Planning Specialists. - Provides expertise in the area of personal, business and estate planning. - Works with appropriate new business and marketing staff members to recommend appropriate carrier, product and pricing alternatives. - Develop and promote customer profile strategies to assist First Republic advisors to identify and maximize sales opportunities with current and prospective clients. - 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
2022-15745
City
New York
State
NY
Position Type
Regular Employee (REG)

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