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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Common goals, uncommon potential The Sarbanes-Oxley (SOX) Business Process (BP) Senior Analyst responsibilities include, but are not limited to, supporting the BP controls related components of the SOX Program (e.g. walkthroughs and testing), acting as an advisor to the business across the Bank’s multiple lines of business, and helping grow the SOX Program Office (SPO). The Bank’s fast pace of growth provides career development (e.g. work directly with senior management) and learning opportunities (e.g. new system implementations) considering the role’s Bank-wide exposure. The BP Senior Analyst will also actively participate in decision-making through collaboration with the BP Manager.      The SOX Senior Analyst will work closely with business unit SOX Liaisons to ensure that Internal Controls Over Financial Reporting (ICOFR) are appropriately designed and are operating effectively, SOX compliant control documentation is maintained and that any deficiencies identified are assessed for severity and remediated.   The SOX Senior Analyst will report to the BP Manager and will work with a mix of internal and external team members to execute SPO activities. In addition, the BP Senior Analyst will be involved in special projects related to new systems and new accounting standards implementations while assessing their impact on the Bank’s ICOFR.   What you’ll do as a Senior Analyst, SOX: - Support the BP Manager in completing the annual SOX scoping and materiality assessments and risk assessment, as well as the Fraud Risk Assessment to ensure compliance with COSO standards and appropriate scoping and coverage of the SOX Program. - Coordinate with each business unit SOX Liaison on all SOX-related activities, including walkthroughs, testing and remediation activities. - Execute on SOX BP testing by identifying and documenting SOX key controls and assist the business in enhancing process documentation. - Assess BP ICOFR deficiencies and monitor BP remediation activities. Conclude on the effectiveness of BP ICOFR. - Work closely with the Bank’s Vendor Management group and SOX Liaisons to help identify end user controls and SOC 1 Type II report reviews. - Work closely with the external auditors to ensure the SOX Program meets their requirements in terms of scope, timing and approach; work to align testing approach in efforts to increase auditor’s reliance on SOX Program. - Assist the BP Manager in preparing BP-related materials for the SOX Reporting Committee. - Ensure the overall quality, consistency, risk management and adherence to the Corporate SOX Policy. - Support the team in the continuous enhancement of the program with the potential implementation of a SOX workflow application to automate the SOX process, including reporting and systematically connecting workpapers. - Assist the BP Manager in performing assessments of the SOX impact of new initiatives, including system implementations/updates, new accounting standards and various special projects. - Share information among the SOX Program Office team, transferring knowledge and providing examples of high-quality documentation, as appropriate. Foster and maintain group spirit and high team morale. - Adhere to the applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (e.g., Bank Secrecy Act, US PATRIOT Act, etc.), as well as Bank policies and procedures. - Identify and report suspicious activity to the Anti-Money Laundering Officer. - Know and verify the identity of any client who enters into a relationship with the Bank.
Job ID
2022-15465
Category
Accounting/Finance
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Community Outreach Relationship Manager, you’ll have the opportunity to work directly with clients to identify their banking needs and financial goals in order to deliver tailored private banking solutions to clients alongside their wealth management, business banking and deposit-focused partners. You’ll be responsible for developing client relationships, including the generation of low- to moderate-income single- and multifamily residential mortgages and other credit facilities. You’ll acquire clients and build relationships by providing superior service that enables clients to achieve their financial objectives.   What you’ll do as a Community Outreach Relationship Manager: - Work directly with clients to identify their banking needs and financial goals and deliver tailored private banking solutions. - Take responsibility for acquiring and developing client relationships. - Generate low- to moderate-income single- and multifamily residential mortgages and other credit facilities. - Provide superior client service in every interaction.
Job ID
2022-15464
Category
Sales
City
Boston
State
MA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Business Banking team member at First Republic, you will work directly with clients to identify their banking needs and financial goals in order to deliver tailored solutions for their businesses, as well as their personal banking and wealth management needs. You will work within a dynamic team environment with Business Bankers and the Business Banking Department in evaluating, underwriting, monitoring and maintaining the overall credit quality of new and existing loan facilities.   What you’ll do as a Senior Credit Analyst: - Underwrite high-quality credit narratives in support of new and existing loans, which includes analyzing multi-year trends and ratios from financial information, understanding cash flow, performing collateral analysis, running credit reports and analyzing KYC information. - Work closely with Business Bankers, Commercial Loan Operations, Outside Counsel and the client to document and close loans thoroughly and swiftly. - Research industry trends and risks. - Create, maintain and monitor all loan and credit files at the highest quality, 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. - Assist the Business Banker on all levels of the business banking relationship to ensure the client receives exceptional service.  - Identify cross-sell opportunities. - Lead special projects as needed
Job ID
2022-15459
City
Menlo Park
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Senior Accountant:  - Reconcile, analyze and certify various General Ledger accounts within daily and monthly deadlines. - Prepare journal entries with proper documentation - Identify, research, investigate, and problem-solve GL account and/or internal control issues - Communicate and work with various business units to resolve outstanding issues. - Support the accounting team in meeting month end closing deadlines. - Assist management on audit request and responding to inquiries from internal and external auditors. - Assist in providing detailed support to Accounting Management on financial reports, schedules and regulatory reporting. - Assist in various projects as needed, such as analyze and prepare trend analysis to management. - Perform duties & responsibilities specific to department functions & activities. - Performs other duties & responsibilities as required or assigned by supervisor. - Organize and maintain updated accounting procedures respective to assigned tasks. - Adhere to company policies in protecting and preserving confidentiality of bank and clients information. - Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Job ID
2022-15451
Category
Accounting/Finance
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 operations, administrative, and service support to an investment team and their high-net-worth clients. As a liaison between Wealth Managers, clients, and internal middle office and operations teams, the ideal candidate has strong communication, organization, attention-to-detail, and relationship management skills.   What you’ll do as a Client Service Associate: - Facilitate the client onboarding process for all new investment clients. This involves compiling and completing new account opening documentation, tracking exception approvals and one-off requests, and ensuring compliance with internal and regulatory policies - Manage the money and investment asset transfers process including preparing transaction documents, reviewing signed documents to ensure compliance and accuracy, maintaining document copies, processing investment account and bank transactions, and communicating with internal teams and other custodians regarding transaction processing follow-up - Provide sales and marketing support; assist with coordinating client events (virtual and in-person), client and prospect mailings, and manage regular updates to team marketing materials and biographies - Process account maintenance requests such as signer updates, trust conversions, power of attorney additions, beneficiary updates, account closing, and other various maintenance - Provide general administrative support such as managing meeting logistics, answering incoming telephone calls, submitting business expense requests, booking travel, scheduling meetings, and ensuring a regular meeting cadence with each client - Collaborate and liaise with various teams and departments, such as operations, trust, trading, and billing to maximize synergies to allow for a consistent and positive client experience - Research and respond to ad hoc inquiries and/or problems for our high-net-worth clients; escalate issues as appropriate - Create and maintain client documents, reports, and contact records in CRM and internal file folders, and contact clients to provide or obtain updated information as needed - Attend regular company-wide trainings to keep up to date on latest firm policies and procedures and communicate relevant updates to the team - Perform duties and responsibilities specific to department functions/activities or as assigned by the supervisor - Participate in the development of team or 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
2022-15446
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As Assistant Team Lead, you’ll be responsible for a combination of sales, client service support and management functions. You’ll have the opportunity to bring in a significant amount of self-sourced business, and your ability to build relationships will enable you to understand clients’ needs and generate additional business from existing clients in addition to obtaining referral business. You’ll provide ongoing excellent client service and use your ingenuity and thorough knowledge of banking operations to solve problems and enhance the banking relationship. You’ll also serve as the deposit expert for the Relationship Managers’ client base. This role includes sales presentations, cash management expertise, account opening, compliance and documentation, transitioning clients to First Republic, and maintaining those accounts. Your management responsibilities will include backing up the Preferred Banking Team Lead with personnel matters and attendance at weekly meetings. You’ll also serve as a resource for all Preferred Bankers in the region on products, processes, procedures and compliance.   What you’ll do as an Assistant Team Lead: - Assist with management responsibilities (personnel, attendance, conflicts, training, etc.). - Gain a thorough knowledge of existing bank products and services and keep up-to-date on all procedural, technology, product and process changes or updates. - Make new business development calls to expand your self-sourced portfolio. - Conduct outside business development calls with Relationship Managers. - Open new accounts. - Transition new clients to the Bank, ensuring a smooth process. - Obtain all required documentation. - Maintain client relationships and provide ongoing excellent client service, including delivering particularly high-touch service to the top 10% of the Relationship Managers’ client base. - Provide cash management expertise for presentations and demonstrations. - Attend weekly meetings when needed. - Adhere to and comply with the applicable federal and state laws, regulations and - guidance, including those related to anti-money laundering (e.g., Bank Secrecy Act, USA PATRIOT Act, etc.); adhere to Bank policies and procedures; complete required training; identify and report 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
2022-15445
Category
Banking
City
Palm Beach
State
FL
Position Type
Regular Employee (REG)
An encouraging culture that invests in you.  As a Campus Recruiting Coordinator, you are responsible for coordinating interviews and building strong relationships with our candidates, hiring managers, campus career service contacts and our recruiters. We are looking for someone who has a passion for delivering an extraordinary experience to every candidate, manager, and colleague. Our ideal candidate is highly organized, thrives in a fast-paced environment, has strong attention to detail, the ability to shift gears at a moment's notice, and able to effectively communicate with multiple stakeholders.   What you’ll do as a Campus Recruiting Coordinator: - Track large volumes of campus candidates through multiple stages of the interview process, including candidate communication, screening, and interview scheduling - Manage super day interviews with the campus recruiting team by organizing interview logistics and schedules - Collaborate with the campus recruiting team to identify goals and make process improvements as needed - Coordinate various campus recruiting events, career fairs, and resume drops at core schools - Along with the Senior Campus Recruiter, establish relationships with key campus contacts to continue to build our brand at core schools - Updating candidate records and job postings within our internal applicant tracking tool. - In coordination with the recruiters, you will provide follow-up correspondence to candidates on recruiting status via phone and email - Tracking recruiting activities and providing candidate status in a weekly report
Job ID
2022-15441
Category
Human Resources
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Under the general direction of the Head of Digital Technologies, the Android Engineer role teams up with Front end Developers to create, build and execute efficient apps.   Line of Business-Specific Requirements: Candidates for this role should have experience working within a bank or investments/wealth organization and display an understanding and appreciation for the complexities therein.  Experience with digital platforms, distributed systems, and Cloud technologies is also critical.   Candidates for this role are responsible for the delivery of high-quality applications and provide support within brief time periods for the Bank. Driving framework and methodologies to support consistency is critical for this role. Attention to detail and an ability to convey relevant information at summary and detailed levels is a key factor to success in this role. Requires experience in both waterfall and agile methodologies.   What you’ll do as a Mobile Lead Android Developer: - Create top-notch mobile apps that are fast and stable. - Code and ship complex new mobile features and apps. - Establish and maintain strong partnerships with the business and product owners. - Work with owners and system leads, including Vendor Solutions, to logically design and negotiate solutions and participate in long-term product planning.  - Ensure commitments are met while providing high-quality and cost-effective systems that meet client expectations.  - Adapt digital Agile approach and work with mobile vendor to implement the mobile solution.   - Keep up to date on new technology, standards, protocols, and tools in areas relevant to the rapidly changing digital environment. - Work with the application support team and external vendors to ensure all applications are supported according to their Service Level Agreements. - Troubleshoot and fix issues in production and non-production environments. - Work with server engineers to design API specs. - Propose and implement process improvements to make our engineering team even better - Work with product architects and engineers to follow in translating requirements to solution options and recommendations. - Oversee the backlog of requirements as it goes through the Design phase of the SDLC. - Drive solution designs inclusive of clear annotations on key components and flows, considerations and options, recommendations, and justifications
Job ID
2022-15438
City
New York
State
NY
Position Type
Regular Employee (REG)
This position is a hybrid role.  Employees are required 2 days a week in the office, 3 days remote.   As a member of our Internal Audit Team, the Internal Audit Senior – Information Technology will work closely with the Bank’s Information Technology groups and other lines of business to ensure appropriate control design and control effectiveness across organizational processes.    The Senior Auditor will be responsible for planning and executing Information Technology audits, continuous risk monitoring, and providing control consultation on programmatic, operational risks and controls throughout the Bank and its subsidiaries.   What you’ll do as a Senior IT Auditor: - Plan and execute IT audits, including identifying and analyzing risks, planning and prioritizing the audit work, conducting audit interviews, observing operations, documenting and analyzing procedures and controls, performing audit tests, preparing appropriate workpapers, developing audit recommendations and reviewing them with appropriate management, and preparing audit reports. - Assist with developing and implementing an annual audit plan by assessing relevant risk factors, considering management’s expectations of Internal Audit’s strategic involvement throughout the organization and with outside vendors.   - Ensure the overall quality, consistency, risk management and adherence to department and professional standards for IT audits, identifying opportunities for audit process improvement and integration with the financial, operational, retail, and compliance audit processes. - Be recognized as a leader, management consultant and internal controls expert; develop and maintain collaborative working relationships with operations and Information Technology management, learning and understanding the business to better provide value-added services, help management achieve objectives, and enhance customer satisfaction. - Liaise with and represent the internal audit department to external parties including external auditors. - Provide risk identification, security, and audit control input for projects and other initiatives. - Assist in defining, refining, implementing, and maintaining the Company’s audit process, including department standards and procedures that will be overseen by the Audit Committee of the Board of Directors. - Maintain professional certification(s) and continue to develop and expand knowledge of the audit profession, Information Technology, bank regulatory issuances, our industry, and Company products and information through self-study, research, and continuing education efforts. - Perform duties and responsibilities specific to department functions and activities. - Perform other duties and responsibilities as required or assigned by supervisor. 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.   #LINKEDIN - HYBRID
Job ID
2022-15437
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Under the general direction of the PWM PMO VP Program Director, the Senior Project Manager role manages the Corporate Projects realm of Private Wealth Management.  The individual is extremely adaptable and can manage multiple highly complex projects.  The role requires exceptional communication skills and an ability to build and maintain working relationships with team members, vendors, and other departments involved.    Line of Business-Specific Requirements:  Candidates for this role should have experience working within an investments/wealth organization and display an understanding and appreciation for the complexities therein.  Experience with Salesforce, Wealth Management Products and Platform and the underlying data is very desirable.  10+ years as a Project Manager is essential for this role. Candidates with less experience will not be considered.   Project reporting, governance and transparency is also very essential and must be demonstrated through previous projects and success. Attention to detail and an ability to convey relevant information at summary and detailed levels is a key factor to success in this role. Requires experience in both waterfall and agile methodologies.   What you’ll do as a Senior Program Manager: - Collaborate with Product Owner (PO) and Tech Owners (TO) to identify, summarize and capture the Product Vision, Roadmap, and Backlogs - Define and manage the Product Roadmap in JIRA: Idea to Initiative to EPIC to User Story - Partner with PO and TO on monthly progress update to present at Functional Lead meeting - Plan, facilitate and summarize new Product Increment planning events (done each quarter) - Help manage risks and dependencies crossing workstreams - Escalate and track impediments crossing workstreams - Provide input on resourcing to address critical bottlenecks - Work with the Enterprise Management Office (EPO) on program execution and operational excellence - Understand and operate within Budgets, complete monthly forecast - Drive relentless improvement via Inspect and Adapt workshops; assess the agility level of the Release Train and help them improve - Provide Dashboard reporting to PO for bi-monthly Business Product Updates meeting - Will be required to drive developing business requirements, process flows, use cases, test plans and other work streams related activities and artifacts - Leads and manages all aspects of project planning within and across related projects including scope, budget, financial forecasting, and scheduling - May contribute and/or lead vendor relationship management for project-related vendors and coordinates initial contracts, contract renewals, and addenda to contracts with key project vendors - Keeps project governance up to date and reports on projects as per PWM PMO standards and contributes to their incremental improvement. - Monitors project and/or program execution and escalates project risks and issues early - Facilitates adoption of business process changes and leads project team and stakeholders through effective change management - Develops detailed training, communication and rollout plans and manages business process changes - Leads integration of multiple upstream and downstream data interfaces - Manages time bound regulatory compliance projects impacting critical business functions
Job ID
2022-15435
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
As a CSI Policy Analyst, you’ll support the core components of the Bank’s fraud and corporate security management program. Reporting to the Head of Enterprise Fraud Program Office, the CSI Policy Analyst is responsible for performing policy and gap analyses to determine fraud and security related risk exposures and impacts. This individual will obtain an understanding of fraud and security related processes and procedures across the enterprise; perform comprehensive analyses and propose new policy or changes to the existing policy; manage  working groups and steering committees; and manage the enterprise fraud and security reporting function. The CSI Policy Analyst will also liaise with other First Republic Bank colleagues to respond to audit and exam requests, and work with technology business partners on the implementation of fraud and corporate security projects.   What you’ll do as an CSI Policy Analyst: - Perform ongoing policy and gap analysis considering regulations, best practices, Bank products and services, Bank strategic initiatives, fraud and security risk assessments, testing, internal audit and exam results, and trends - Update enterprise fraud and corporate security policies and program documents on an ongoing basis - Provide subject matter expertise, communicate business requirements to business partners, and participate in user acceptance testing - Provide support to lines of business as it relates to fraud and corporate security inquiries, client risk escalations, and special projects - Prepare enterprise fraud and corporate security reports, including but not limited to gathering data for all related reporting, maintaining KPIs and KRIs, and performing analysis based on established metrics - Assist with examination, audit, and quality control and testing related activities - Coordinate working groups and steering committee. This includes but is not limited to maintaining bylaws and charters, preparing meeting agendas and materials, and scheduling meetings.
Job ID
2022-15433
Category
Compliance
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Due Diligence Operations (DDO) element within Anti-Money Laundering (AML) Operations is tasked with assessing customer risk and producing financial intelligence through research and analysis.   The Enhanced Due Diligence (EDD) Investigator will conduct analyses of current and prospective customers through a variety of assigned alerts within the production and rule development environments. The EDD Investigator will also work full scope reviews through the case investigation process and develop work products documenting risk analysis.   What you'll do as an EDD Investigator: - Conduct investigative/intelligence research of individuals, entities, and/or events related to current or prospective customers through public records, open source media, vendor systems, or other research tools. - Conduct investigative/intelligence analysis of collected information including current or prospective customer's client profile, background, business operations, know your customer ("KYC") information, and transaction history. - Draft assessment summaries and other written investigative/intelligence products to support judgments, decisions and recommendations - Work effectively across varying groups and teams within the AML Operations environment. Meet key team performance standards while additionally setting personal performance goals. - Participate in key training and learning opportunities and seek additional knowledge acquisition proactively. - Perform other duties & responsibilities as required or assigned.
Job ID
2022-15432
Category
Compliance
City
San Francisco
State
CA
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
2022-15425
Category
Banking
City
Cupertino
State
CA
Position Type
Regular Employee (REG)
Common Goals, uncommon potential   As a SeniorPreferred Banker Associate, you will have the opportunity to assist the Preferred Banking team and Relationship Managers in developing relationships with clients, transitioning them to the Bank while maintaining existing relationships using the full range of the Bank’s deposit products and services. In this role, you will encourage and recognize opportunities for additional business from existing clients and support the Preferred Bankers with documentation, new client follow-up, compliance logs and administrative duties. You will use your exceptional client service skills and ingenuity to solve problems and enhance relationships with our clients.   What you’ll do as a SeniorPreferred Banker Associate: - Provide ongoing exceptional client service on the phone and occasionally in person. - Support the Preferred Banking team in day-to-day responsibilities and provide backup support in the Preferred Bankers’ absence. - Assist with obtaining and organizing all required documentation and filing. - Maintain new account logs, Eagle reports, ALCO reports, client/product reports and transaction logs. - Maintain client relationships and open new accounts. - Acquire knowledge of existing Bank products, specifically on the deposit side, but with a small focus on the Trust, Wealth Management and Loan products. - Keep up-to-date with new Bank product offerings and services. - Maintain the marketing and brochure supply for Preferred Bankers. - Participate in business development calls with Relationship Managers and/or Preferred Bankers. - Adhere to and comply with the applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (e.g., Bank Secrecy Act, US PATRIOT Act, etc.) as well as Bank policies and procedures. - Identify and report suspicious activity to the Anti-Money Laundering Officer. - Verify the identity of clients that enter into a relationship with the Bank.
Job ID
2022-15424
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As an Executive Assistant you will have the opportunity to optimize efficiency through effective communication and administrative support, including interacting with management and employees, answering the telephone, scheduling meetings and appointments, assisting with the creation of presentations, making travel arrangements, preparing correspondence, and assisting with special projects.   What you’ll do as an Executive Assistant: - Schedule appointments and maintain calendars, including making travel and hotel arrangements. - Handle incoming phone calls, internal and external, as well as incoming and outgoing mail. - Coordinate and arrange meetings, including gathering and preparing agendas and other materials and arranging logistics (catering, conference room, bridge line, video conferencing). - Write, edit and proofread a wide variety of communications and materials, including letters and PowerPoint presentations. - Copy, file, organize and distribute various reports and documents. - Prepare and submit expense reports. - Provide input and suggestions for process improvements. - Order office and marketing supplies. - Directly engage with all levels of internal and external clients, including senior executives. - Lead and manage special projects as they arise. - Navigate organizational infrastructure to resolve problems. - Maintain a flexible work schedule.
Job ID
2022-15423
Category
Administrative
City
Menlo Park
State
CA
Position Type
Regular Employee (REG)
The position that we seek to fill is responsible for assisting and reporting to the Managing Director with day to day-to-day activities that include a variety of analytical, administrative and client oriented tasks.  The position represents a liaison between the Relationship Management Team and Private Banking Officers, lending personnel and clients.   The ideal candidate will be able to assist in research, a basic understanding of financial services, attention to detail, the ability to work under tight deadlines and the ability to work within the team dynamic.  Additional activities pertaining to the client outreach engagement may include, events planning/client follow-up, as well as financial tracking of client development and market trending for demand generation insight.   What you’ll do as a Client Relations Manager: - Build relationships with and learn from MD, CRM and supporting teammates who help make First Republic one of the most highly respected Banks in the Country. - Attain foundational skill-sets to begin a career in the financial industry: Three examples are the following (1) Initial visibility into underwriting facilities, which entails application of a finance, accounting or economics degree to verify a client’s ability to qualify for financing; (2) Observing how teammates handle client relationship management, or sustaining professional connections with First Republic’s borrowers by utilizing both written and verbal skills; and (3) Problem-solving and effective communication, that is, analyzing an issue and articulating it via email with respective team members to resolve. - Assist in supporting the team in closing new deals - Maintain existing loans and keep borrowers up-to-date; assist with client queries and loan servicing matters related to interest charges, account statements and compliance items. - Role model First Republic’s fast-paced and inclusive culture with timely responses to requests, collaboration with the team and intentions to add value to the brand. - Assist with financial reporting covenant monitoring which includes scanning/saving financial information, loading files into OnBase, organizing files on the local shared drives. - Assist with research/audit requests by locating and reporting files and other financial information. - Occasionally joining Team at offsite events, client calls and property inspections. - Assist with championing Google searches and other research which will be utilized in arriving at Start up and Tech prospect opportunities. - Identifying events with which to partner and then managing and executing these events - Acting as the liaison with Marketing Department and assist the team with maintaining invitation lists for client events, preparing mailers to clients/prospects, identifying and matching client groups with various marketing campaigns and promotions. - Assist the team on ad hoc projects related to process improvement, technological advancements and ongoing sales support. - Assist with the monitoring of the loan maturity and loan delinquency reports and alerting DRM and team of upcoming maturities - Develop the ability to eventually spread business financial statements, personal financial statements, and individual tax returns. - Local Manager may require additional duties unique to a Team’s Geography, industry niche and other responsibilities which best utilize the candidate’s skill sets. - Participate in the development of department policies and/or procedures and assist with client specific projects as assigned.
Job ID
2022-15420
Category
Lending
City
Palo Alto
State
CA
Position Type
Regular Employee (REG)
Brief Description of Role: The Associate Director will assist with the implementation and enhancement of FRIM’s alternative investments compliance program in order to ensure compliance with applicable rules and regulations – these include SEC, FINRA, NFA/CFTC, and CIMA rules and regulations.  FRIM’s private fund platform includes (1) FRIM’s proprietary “Eagle” private funds, which are generally structured as “feeder funds” (aka funds-of-funds) that invest in private funds managed by third-party investment advisers and (2) private funds managed directly by third-party investment advisers, where FRIM advisory clients make investments directly in the funds.  This position will play a key role in conducting compliance due diligence on these third-party private fund managers and monitoring them, as well as reviewing and approving marketing material.        The ideal candidate will have previous compliance experience with alternative investments in a high-touch/high-client-experience-expectation organization within a registered investment adviser.    What you'll do as a Associate Director: - Manage due diligence reviews on third-party asset managers and assist with the enhancement of the compliance due diligence program of the Eagle funds’ sub-advisers, underlying fund managers, and service providers - Manage the oversight process for third-party managers, including direct fund advisers and advisers on the Eagle platform - Interact directly with third-party managers to address follow up matters resulting from the initial due diligence reviews and oversight process - Assist with maintaining compliance with the Volcker Rule, including responding to regulatory and internal audit requests - Assist with developing and conducting alternative-investment-specific training sessions - Manage the filing process for required SEC and NFA-related regulatory filings as necessary (e.g., Form ADV, Form PF, CTO-PQR, CTA-PR, etc.) and assist with gathering data for the filings - Monitoring/testing of compliance program related policies and procedures (e.g., expense allocation, etc.) - Manage and conduct the review process of alternative-related marketing materials to ensure compliance with regulatory guidelines and best practices - Assist with the development of compliance policies and procedures related to the alternatives platform - Perform periodic risk assessments of the alternatives business to identify gaps and strengthen controls - Proactively identify and champion opportunities to improve compliance efficiencies and minimize risks
Job ID
2022-15418
Category
Legal
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
Rapidly growing wealth management organization looking to hire a sell side fixed income trader in Boston.  This experienced FINRA licensed generalist will assist senior traders with agency and riskless principal order execution in taxable and tax exempt FI (US treasury, federal agency, IG corporate and municipal notes/bonds) for 100+ internal wealth management professionals   What you will do as a Associate Director, FRSC Fixed Income Trader: - Assist senior traders with incoming bond orders - Communicate with sales force for runs, bond inquiries, general questions - Be able to effectively evaluate credit quality, relative value and best execution for both taxable and tax-exempt trade orders - Create/organize/implement overall efficiencies for the trading operation
Job ID
2022-15411
City
New York
State
NY
Position Type
Regular Employee (REG)
First Republic Bank is looking to hire a mid-level attorney to join the Legal Team as a VP, Assistant General Counsel -Deposits, to be based in San Francisco or Los Angeles/Century City, California. This Senior Counsel will join an existing legal team that supports all commercial, consumer and professional deposit and lending activity nationwide, and will also provide legal assistance on other matters as needed.  The position is hybrid between office and virtual.   The successful candidate will help guide the execution of business plans and other initiatives that support deposit activities nationwide. S/he will guide the Bank’s deposit activities in all of the Bank’s footprint jurisdictions (currently taking deposits in 7 states), focusing on relevant federal and state regulatory and legal requirements. S/he will work closely with client-facing bankers and support teams to assist with deposit operations issues and projects (including deposit strategy) and will also interact with other Bank attorneys to assist on broader legal matters.   What you’ll do as a VP, Assistant General Counsel -Deposits: - Providing legal advice and services to all aspects of the Bank’s consumer and business deposit-taking and related lines of business, including the Bank’s Preferred Banking Offices. - Drafting, consulting, and advising on documentation for consumer and business deposit activities, including seeking necessary approvals and ensuring compliance with all Bank policies and procedures. - Advising the Bank on regulatory requirements affecting the deposit franchise, including Gramm-Leach-Bliley Act, Federal Reserve Act/Regulation D, Electronic Funds Transfer Act/Regulation E, Expedited Funds Availability Act/Regulation CC, Truth in Savings Act/Regulation DD, CAN-SPAM, UDAAP, ESIGN Act, Bank Secrecy Act, USA PATRIOT Act, and applicable state laws and regulations. - Advising the Bank on deposit operations issues, including account opening and closing, deposit account documentation requirements, trusts and estates, power of attorney and agency law, guardianships and conservatorships, retirement accounts, mobile banking, unclaimed property laws, safe deposit boxes, financial elder abuse, fraud (negotiable instruments and electronic fund transfers), bankruptcy, and NACHA Rules. - Ensuring the business line complies with all applicable state and federal laws, regulations, and guidance. - Assisting in the formulation, communication, and implementation of strategic business plans and other strategic and systems initiatives to help the business line function more efficiently. - Managing outside counsel and vendors as appropriate. - Producing deliverables to support internal and external audits, regulatory examinations, or any other oversight review in the set time frame. - Performing other duties specific to department functions and/or supporting broader corporate needs as appropriate.
Job ID
2022-15400
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective As a Preferred Banker Associate, you will have the opportunity to assist the Preferred Banking team and Relationship Managers in developing relationships with clients, transitioning them to the Bank while maintaining existing relationships using the full range of the Bank’s deposit products and services. In this role, you will encourage and recognize opportunities for additional business from existing clients and support the Preferred Bankers with documentation, new client follow-up, compliance logs and administrative duties. You will use your exceptional client service skills and ingenuity to solve problems and enhance relationships with our clients.   What you’ll do as a Preferred Banker Associate: - Provide ongoing exceptional client service on the phone and occasionally in person. - Support the Preferred Banking team in day-to-day responsibilities and provide backup support in the Preferred Bankers’ absence. - Assist with obtaining and organizing all required documentation and filing. - Maintain new account logs, Eagle reports, ALCO reports, client/product reports and transaction logs. - Maintain client relationships and open new accounts. - Acquire knowledge of existing Bank products, specifically on the deposit side, but with a small focus on the Trust, Wealth Management and Loan products. - Keep up-to-date with new Bank product offerings and services. - Maintain the marketing and brochure supply for Preferred Bankers. - Participate in business development calls with Relationship Managers and/or Preferred Bankers. - Adhere to and comply with the applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (e.g., Bank Secrecy Act, US PATRIOT Act, etc.) as well as Bank policies and procedures. - Identify and report suspicious activity to the Anti-Money Laundering Officer. - Verify the identity of clients that enter into a relationship with the Bank. -  
Job ID
2022-15397
Category
Banking
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)

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