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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Under the general direction of the PWM PMO VP Program Director, the Sr 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 Project 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
2022-16171
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a VP, Corporate & Enterprise Strategy: - Be a strategic thought partner who is not wedded to any single strategy or program, but is more of a “free agent” / provocative thinker and advisor who can partner with CEO, CFO and rest of the leadership team on working on longer (3-5 year) horizon questions and topics as a primary objective and coordinate near-term term initiatives focused on supporting these longer-term priorities - Help write the corporate and business unit business plans - Lead targeted strategy projects to answer company-wide complex but high-value add - Drive cross-functional collaboration during the annual strategy planning process to ensure that long-term strategies are woven into actionable annual plans - Help build and execute strategy from paper to reality, working across organizations, business leaders and stakeholders to create and employ mechanisms for “unified execution” across lines of business - Work closely with FP&A to align corporate strategy with our long-range plans - Pinpoint value creation opportunities with team members - Create and maintain consensus with team members on goals, critical issues, work-plan, implications, suggestions, and implementation strategy - questions - Offer leadership to the team to guarantee the highest quality analytic and conceptual output - Help build and lead directly and indirectly more junior strategy team members to deliver against project goals while mentoring them to develop in their careers - Present project findings and options to peers up to and including C-level - Continue to monitor the rapidly evolving financial services landscape, trends, and proactively identify strategic opportunities
Job ID
2022-16170
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Senior Project Manager, Compliance & Risk will manage operational projects throughout the portfolio within the Deposits Franchise.  The individual is extremely adaptable and has the ability to 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. Project reporting, governance and transparency is also essential and must be demonstrated through previous projects and successes. 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.  Knowledge of regulatory compliance and risk management methodologies is ideal.   What you’ll do as a Senior Project Manager, Compliance & Risk:   - Drive developing business requirements, process flows, use cases, test plans and other work streams related activities and artifacts. - Take problem statements and turn them into actionable project plans with complete transparency to leadership and stakeholders. - Lead and manage all aspects of project planning within and across related projects including scope, budget, financial forecasting, and scheduling. - Facilitate impact analyses of current/existing technologies. - 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. - Keep project governance up to date; report on projects and contribute to their incremental improvement. - Monitor project and/or program execution and escalate project risks and issues early. - Facilitate adoption of business process changes and lead project team and stakeholders through effective change management - Develop detailed communication and rollout plans and manage business process changes - Partner with Deposit Services training team to create appropriate training on new process - Manage time bound regulatory compliance projects impacting critical business functions - Support management in data gathering for regulatory and third party reviews. - Maintain a flexible work schedule.
Job ID
2022-16167
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
First Republic Bank is looking for a Network Engineer within the Core Network Engineering team for planning, building, deploying, maintaining, and advanced troubleshooting of FRB’s network and network security infrastructure and services.  You are highly technical, motivated, passionate, an emerging technology leader to take on day-to-day deliverables for our Data Center Network Services.  The Network Engineer roles requires subject matter knowledge across network and security-based technologies, services, and components.    What you’ll do as a Network Engineer: - Responsible for design, planning, day-to-day deliverables, maintenance, and advanced troubleshooting of the network and network security infrastructure - Be an Expert at design and implementation and Support of Palo Alto firewalls, Cisco IDS/IPS, and other network security platforms - Be an SME on Cisco routers and switches with high availability and automatic failover in mind - Work in collaboration with the infrastructure team members, the role will lead the network routing & switching design and architecture [LAN, WAN, Internet, IPsec tunnels, VPN services] - Drive and evolve network and firewall automation initiatives - Responsible to Design, engineer, build and support all facets of Data Center Networks, Cloud Network deployments and operations and the Network and Network Security infrastructure - Design, build, and maintain Cloud and hybrid cloud network solutions - Support firewall upgrades, troubleshooting, routing config changes, IPsec tunneling, firewall rules, route rules etc. - SME is responsible for Install, configure, manage, and support for Palo Alto Firewalls, CISCO IPS, Cisco Firepower, Cisco ASAs, Nexus, with strong experience in MPLS, VRF, VPN, and network routing - Must support Palo Alto Network Firewalls with experience in BGP - Role will also demonstrate technical leadership, identify, and troubleshoot complex network problems affecting LAN, WAN, Internet connections, and issues across the Data Center and cloud connected Networks - Exhibit broad knowledge and hands on experience of Routing & Switching (L2/L3, MAC, ARP, ICMP, HSRP/VRRP, VXLAN, OSPF, BGP, EIGRP, IS-IS), Security (Firewalls, Cisco ASA, Palo Alto Networks), Storage and Load Balancer (F5, Array). - Exhibit knowledge in virtualization technology (VMware sphere, NSX-T, etc.) - Must stay abreast of latest technology developments to ensure services and deliveries are in line with Network Services strategy     - Maintain Network and Security Standards, Configuration Compliance, Patch management, Cert review, and Roadmap planning - Review architectures, configurations, and network tools to continually improve network performance and reliability - Document and articulate proposed solutions to technical peers, service stakeholders, and senior management - Adhere to Change Control policy requirements and availability mandates/requirements - Work a flexible schedule allowing network maintenance during off-peak hours (late evening and weekend work as necessary).  
Job ID
2022-16163
City
Walnut Creek
State
CA
Position Type
Regular Employee (REG)
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. -   What skills you will use: - A college degree - One to two years of experience in a professional services role - Excellent verbal and written communication skills - Strong time management and organizational skills, with the ability to multitask - A commitment to be a collaborative team player - Knowledge of banking operations (preferred)
Job ID
2022-16162
Category
Banking
City
Newport Beach
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective. As a PBCS Manager your primarily responsibility is to manage and monitor the work flow of the walk-in clients, lobby traffic and provide support to manage the Client Services Mailbox. The PBCS Manager is responsible for providing prompt, accurate, and courteous response to Preferred Banking internal and external client inquires.  Must work effectively with team members of all levels to maximize the customer experience and to resolve client needs.  Required to ask questions in order to understand the full banking needs of our clients and interact with various banking departments to ensure the client’s needs are met.  Demonstrate versatility within the client services role by performing all functions as needed.  The PBCS Manager should also be able to identify valuable FRB clients and be familiar with their banking patterns, principals on these accounts, and be able to share this level of knowledge with their team.  Always seeks to protect the bank and client through mitigating risk and assessing the appropriate work assigned to the team member based on their knowledge and experience.   What you'll do as a PBCS Manager: - Manage daily work flow, delegate specific tasks to CSA’s depending on their knowledge, expertise and ability, while keeping in mind their limitations and therefore minimizing risk to the bank and client. - Supervise the client facing CSA and provide ongoing support with daily transactions, problems and proactively engage when problem arise during the day. - Managing and monitoring the workflow of wire transfers (approving and releasing outgoing wires, research and resolve issues with rejected wires due to NSF, invalid account numbers, missing/incomplete information. Escalate when necessary. Follow up on wire tracers and cancellations. - Approving transactions that are over the CSA limits. - Responsible to coordinate effort with the Manager to ensure that all departmental functions are completed. - Responsible for approving quarterly branch certifications. - Manage and monitor the workflow of wire transfers (approving and releasing outgoing wires, research and resolve issues with rejected wires duet to NSF, invalid account numbers, missing/incomplete information. Escalate when necessary. Follow up on wire traces and cancellations - Responsible for being knowledgeable in all areas of client services and the CSA job functions, i.e. setting up courier service pick-up, deposits, issuing cashier’s checks, close accounts, orders ATM cards/checks, place stop payments. - Performs other duties & responsibilities as required or assigned by manager, including step into any roll within the PBCS department when needed. - 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
2022-16160
Category
Customer Service/Support
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Providing extraordinary service is the cornerstone of our approach to growing existing client relationships and acquiring new ones. In the Marketing and Communications department, we aim to both share this value proposition with current and prospective clients, as well as provide extraordinary service ourselves to all constituents of First Republic.   The Paid Media Sr. Manager will report into the Director of Paid Media and will work cross functionally across teams, partners, agencies, and stakeholders to help coordinate advertising campaigns and implement process improvements. -  S/he will be part of the Campaign Strategy team, that is responsible for growth, problem solving, and investments that propel the organization forward. S/he should have a strong knowledge of how media is planned, evaluated, and purchased. S/he should have strong organization skills, an entrepreneurial mindset, and be highly detailed oriented. - The senior manager of paid media will be responsible for oversight of online and offline media; they should have strong experience in all media formats including, but not limited to, print, OOH, radio, digital (display, social, search), and podcasts. Creative thinking is a must and proficiency building customized programs is highly valued. - The Sr. Manager of Paid Media will be expected to manage agency briefing and deliverables. They will also be expected to work closely with internal stakeholders to understand their business needs and communicate objectives and strategies with agency partners.   - This role requires the ability to think creatively and with imagination, respond quickly to requests while remaining flexible to changes, and excellent organizational, relationship management, and communication skills. A strong proficiency in understanding media is a must. Success in the position over time also requires a passion for and knowledge of the Bank’s business model, value proposition, heritage and culture.
Job ID
2022-16158
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
As an experienced developer, you will help drive the architectural patterns and practices used by other people and groups at the bank. You are expected to be a thought partner when it comes to balancing maintaining the old while delivering the new.    What You’ll Do as a Senior Software Engineer - Patience with how the environment is, with an eye towards refactoring the environment into what it should be - An ability to win friends and influence people on both the technology and business sides - Clear and concise communication skills - Bias towards action, an ability to work autonomously while navigating uncertainty with good humor - Empathy for our clients and stakeholders on both the technology and business side Tech skills - Track record of delivery in highly functional tech environment, preferably in a cloud-first environment - Familiarity with cloud architectural patterns - Microservices, message queues, container orchestration, etc. - A strong preference for infrastructure-as-code - Deep familiarity with one or more mainstream programming languages - Experience with both SQL and NoSQL as well as their relevant data modeling patterns - Prior experience at the intersection of InfoSec and feature delivery would be a huge plus - Experience creating software in highly regulated environments is also a big plus - Data layer: Kafka, DynamoDB, MongoDB, various RDS flavors, SQL Server, Postgres, MySQL - Application layer: Java apps deployed in Docker containers running in OpenShift on Linux - Infrastructure: All of our cloud infrastructure is expressed in code via Terraform. In general, applications are deployed in Docker containers running on OpenShift behind Apigee - Code: Java, languages supported by lambda are also a plus - Infrastructure: Terraform, Docker, OpenShift, bread-and-butter AWS technologies (RDS, S3, etc.) - Apigee
Job ID
2022-16157
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
As the Enterprise Risk Management (ERM) Director of Credit Risk, you will be an integral part of the ERM Credit Risk team in proactively identifying, assessing, measuring, monitoring, and mitigating credit and operational risks stemming from the Bank’s growing loan portfolio. You will engage with and influence lending teams and executive leadership on credit matters. Your intellectual curiosity will allow you to contribute to identifying and addressing emerging risks such as climate risk and ensuring risk awareness as the bank grows.  You and your team will actively engage with the Bank’s 3rd party loan review consultants and auditors throughout the year with regular reporting to the Bank’s Board Audit Committee. This position reports to the ERM Credit Risk Officer.   What you’ll do as Director, Credit Risk:   - Supervise the Bank’s third-party loan review process including vendor selection, budget approval and monitoring, and vendor onboarding. Facilitate engagement between the vendor and Bank lending personnel to ensure timely completion of review work. Communicate review findings and monitor resolution of identified issues. Similarly, engage with the Bank’s external auditors (KPMG) and internal SOX team. - Collaborate with the Bank’s Chief Credit Officer, Credit Risk Officer, and Executive Loan Committee members to select and analyze loans with elevated risk. Flag risk concerns and escalate as appropriate. - Aggregate and summarize scope and results of analysis each quarter. - Contribute to an array of risk reporting for the Bank’s executive team and Board of Directors. Ensure consistency, accuracy and brevity in all reporting. - Play a leadership role in analyzing emerging and idiosyncratic credit risks including natural disasters (earthquake, hurricane, wildfire). - Provide leadership and effective challenge in risk processes including risk control self-assessments, risk inventory, changes to the Credit Risk Management Framework, Credit Policy and Lending Standards. Work with Credit Risk Officer to analyze data to establish and monitor credit-related Key Risk Indicators (“KRI”). - Interface with lending teams and loan operations to understand risks stemming from the lending process. Identify and escalate important risks and provide support and leadership to mitigation. - Supervise credit risk analyst(s) and provide rationale for increased staffing needs as the Bank grows.
Job ID
2022-16156
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
An encouraging culture that invests in you.   What you’ll do as a SeniorLearning and Development Specialist: - Help put the right processes, programs, and resources in place to enable every colleague to develop and grow meaningful careers at First Republic - Collaborate with HR team members and internal clients to support learning programs that enhance the knowledge, skills and engagement of our 5000+ colleagues - Contribute to a positive and inclusive learning culture - Support enterprise-wide leadership development and cultural integration, and other bankwide L&D events and initiatives - Work closely with academic institutions on program delivery - Collaborate with internal and external partners to manage participant nominations, invitations, and registrations for in person and virtual trainings and events - Assist with program content creation and materials, mobile event applications and inventory of onboarding collateral - Manage program logistics including coordination of travel, hotel rooming lists, catering and AV needs - Schedule meetings with internal and external partners - Secure executive and keynote speakers for key programs - Collaborate with E-Learning team to track registrations and attendance in Learning Management System - Support our diversity, equity and inclusion initiatives - May require work commitments 2-3 evenings and/or weekends per month to assist onsite with events (once it is safe to host in person events)
Job ID
2022-16155
Category
Human Resources
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
As a Client Service Associate, ideal candidates will act as a liaison between the Wealth Managers, the clients, and Private Wealth Management middle office and operations teams.  This position requires strong relationship management skills, acute attention to detail, strong analytical skills, and a client centric mindset to provide outstanding service to both internal and external clients.  As a member of a multi-person team, the ability to work well within the team and communicate openly is of particular value.   What you’ll do as a Client Service Associate: - Provide sales and service support (i.e., create, review and distribute various client reports and presentations or assist with client events); may be for current clients or prospects. - Interact with clients to address or best direct questions and inquiries. Responsible for client retention and day-to-day client satisfaction. - Assist with phone calls to prospects and clients, schedule all client-related appointments, coordinate client mailings/invitations to company events. - Provide general administrative support such as managing logistics and refreshments for meetings, answering incoming telephone calls, managing incoming emails/faxes, filing, submitting business expense requests, schedule appointments and distributing mail. - Own client onboarding and ongoing lifecycle related activities (new account opening, account maintenance, disbursements, etc.). - Place equity, mutual fund and fixed income trades. - Research and reconcile performance returns not in line with benchmarks. - Collaborate with Wealth Managers and the Client Service team on ad-hoc projects. - Perform duties and responsibilities specific to department functions & activities. - Perform other duties and responsibilities as required or assigned by supervisor. - Responsibilities include the following: 1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Job ID
2022-16151
City
Garden City
State
NY
Position Type
Regular Employee (REG)
The Software Developer will act as the primary technical resource for a suite of applications in the Consumer Deposits team at First Republic Bank. The Consumer Deposits team works on initiatives including Cards and Item Processing. The Software Developer will specialize in leading large scale application development efforts and working with cross-functional teams to deliver major technical initiatives at the Bank.   What you’ll do as a Software Developer: - Serve as a lead developer for the Consumer Deposits team working primarily on software engineering tasks such as enterprise-grade microservices that integrate with multiple vendors - Design, implement, and troubleshoot our enterprise applications, and work in close coordination with other Engineers and Architects - Contribute as a team player on one or more project teams by offering technical and business knowledge, support, and guidance to ensure that work can progress smoothly - Collaborate with internal technical and business teams and external vendors gathering and clarifying requirements, designing, and deploying application components, as well as work with project and support teams resolving problems and incidents - Execute with minimal supervision to deliver complex client-facing line of business projects with other IS team members, business units and vendors - Work closely with Deposit Technology management and technical leadership serving as an expert resource, identifying opportunities to leverage relevant technologies to improve process, resolve emerging business requirements and influence decisions regarding business process change
Job ID
2022-16150
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Senior Systems Architect is responsible for working cross-functionally to ensure the successful delivery of solutions architecture for First Republic Bank.  The Architect will work under the direction of the Director, Enterprise Architecture to define and develop the systems architecture aspects of projects.  This will include a high degree of interaction with business, operations units and information security to understand the functional and non-functional needs of the users of the system as well as the various technology teams, both within and outside of FRB, which are responsible for integration points with the solutions.   What you’ll do as a Senior Systems Architect: - Serve as primary technical expert to internal groups, business and Information Services, for the First Republic Bank architecture aspects of each project. - Analyze Business requirements to understand the business needs and to determine how the system can best be architected to fulfill those needs. - Collaborates with solution architects to provide enterprise solutions that align with the needs of clients and businesses. - Perform hands-on solution design of software applications. - Create and maintain reference architectures, target architectures and roadmap to meet the business needs to provide extraordinary customer service. - Define technology strategy, process improvements, and resource forecasting. - Provide technical mentorship to engineering staff regarding industry best practices as it relates to software engineering. - Strong business orientation with broad experience with banking processes, technology and change initiatives. - Promote and enhance shared services related to each business group by working with other Information Service team members. - Strong sense of prioritization and execution against critical deliverables, coupled with a sense of personal ownership and attention to detail for key projects / issue resolution. - Understands business processes, appropriate application of technology in supporting those processes, and the common technical complexity / considerations when evaluating new products or process options. - Pragmatic with an ability to generate trust and build alliances across business and functional lines. - Consistently demonstrates and follows high standards of integrity in business decision-making.
Job ID
2022-16149
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Software Engineer: - Work with the business and IT team to understand business problems, and to design, implement, and deliver an appropriate solution using Agile methodology across the larger program - Develop applications that are highly available, reliable, performant, scalable, maintainable, are well structured, backed by automated tests, and include sufficient comments and documentation - Work independently to implement solutions - Provide technical feedback and reviews to other engineers working on the same project - Implement and debug subsystems/micro-service and components. - Participate in developing and implementing testing of components and subsystems across all environments - Follows automate-first/automate-everything philosophy - Determine and communicate the implications of system-level decisions on subsystems and Components, and help determine how best to mitigate or take advantage of these implications - Perform tasks efficiently and work together with team to ensure project success - Support management of the team’s technical infrastructure (e.g., repository, build system, testing system) under guidance from the systems engineer or another project leader - Grow your expertise in new technologies, languages, and concepts with hands-on experience
Job ID
2022-16148
City
Boston
State
MA
Position Type
Regular Employee (REG)
As a member of our Internal Audit Team, the Internal Audit Analyst, Data Analytics and Automation will contribute to developing and maturing the data analytics capabilities of the Data Analytics and Automation program of Internal Audit. The role will focus on meeting the data analytics needs for the Internal Audit department including internal audit planning, fieldwork, and reporting, validation of the Bank’s key risk indicators, and monitoring of new and emerging risks. The role will work closely with the audit teams within the Internal Audit department, as well as the Bank’s Information Technology groups, Enterprise Data and Client Insights group, and other lines of business, as necessary, to facilitate the completion of data analytics engagements.   What you’ll do as a Internal AuditAnalyst, Data Analytics and Automation: - Execute on assigned data analytics engagements and components of Internal Audit’s Data Analytics and Automation program, strategy, and roadmap. - Apply a logical and methodical approach for identifying, prioritizing, and implementing data analytics ideas that support risk assessments, internal audit engagements, and continuous monitoring activities. - Participate in planning, organization, and completion of engagements, communicating progress and risks periodically, while observing escalation procedures throughout the engagements. - Provide support in developing the infrastructure for data analytics, including building Extract-Load-Transform processes and data pipelines. - Extract and analyze data from the Bank’s data warehouse and enterprise data marts using Snowflake and/or Python, and visualize analysis results in Tableau. - Prepare the necessary presentations, solution documentation, user guides, and demonstration materials for developed solutions, allowing Internal Audit users to better understand, apply, and use developed solutions; gain support for adoption of developed solutions through effective communication, presentation, and persuasion skills. - Monitor existing data analytics solutions, and support maintenance and issue resolution. - Ensure the overall quality, consistency, risk management, and adherence to department and professional standards for engagements. - Be recognized as a data analytics champion, while developing and maintaining strong and collaborative working relationships with various teams within the Bank, learning and understanding the business to better provide value-added services, helping management achieve objectives, and enhancing customer satisfaction. - Maintain professional certification(s) and continue to develop and expand knowledge of data analytics, risk management, the audit profession, Information Technology, bank regulatory issuances, our industry, and Company products and information through self-study, research, and continuing education efforts.
Job ID
2022-16147
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective As a Registered Client Service Associate, you will be the first point of contact for clients or prospects, providing a wide range of sales, service, administrative and relationship management support to assigned wealth advisors and investment professionals across Registered Investment (RIA), Broker-Dealer and Trust or other teams.   What you’ll do as a Registered Client Service Associate: - Provide sales and service support for current clients and prospects. - Research and respond to inquiries of high net worth clients; escalate issues as appropriate. - Oversee client interaction — act as a conduit between client and Private Wealth Management operations; create business plans geared toward client growth; build relationships with clients by initiating contact and making frequent office visits; introduce technology and services to clients as appropriate; cross sell products, services and/or technology; monitor client investing and understand their rationale, intentions and goals. - Assist with phone calls to prospects and clients, manage meeting logistics, submit business expense requests, schedule appointments and distribute mail. - Place equity, mutual fund and fixed income trades for brokerage clients; as necessary, utilize custodial websites, CRM client database and APX portfolio management system. - Assist with completion and transmission of transaction documents and communicate with operations/billing/internal departments/First Republic Securities Company and other custodians regarding transaction processing follow-up.
Job ID
2022-16142
City
New York
State
NY
Position Type
Regular Employee (REG)
What you’ll do as a Principal Software Engineer: - Work with the business and IT team to understand business problems, and to design, implement, and deliver an appropriate solution using Agile methodology across the larger program - Develops code and test artifacts that reuse subroutines or objects, is well structured, backed by automated tests, includes sufficient comments and is easy to maintain - Work independently to implement solutions on multiple platform (DEV, QA, UAT , PROD) - Provide technical direction, leadership, and reviews to other engineers working on the same project - Implement and debug subsystems/micro service and components - Participate in integrated test sessions of components and subsystems on test and production servers - Follows automate-first/automate-everything philosophy - Determine and communicate the implications of system-level decisions on subsystems and Components, and help determine how best to mitigate or take advantage of these implications - Perform tasks efficiently and work together with team to ensure project success - Support management of the team’s technical infrastructure (e.g., repository, build system, testing system) under guidance from the systems engineer or another project leader - Hands on in multiple programming paradigms, not limited to Object Oriented  
Job ID
2022-16141
City
Boston
State
MA
Position Type
Regular Employee (REG)
The Executive Assistant, Marketing and Communications is a key representative in providing exceptional service on behalf of the department and its leadership, as well as reflecting the culture and values of the company. Primary responsibilities include making sure the SVP, Marketing and Communications is responsive, through effective inbox management, and accessible, through effective calendar management, along with general administrative duties.   This role requires the ability to manage multiple priorities while remaining flexible and adapting to change swiftly, energetically, and elegantly in a fast-paced, high volume environment spanning multiple cities and time zones. Project management experience is a plus, as is writing, research, and creation of compelling presentation decks. Excellent communication skills, a strong work ethic, a positive approach and curiosity are required. Success in the position includes the ability to establish a strong internal network, within and outside of the department; anticipate needs; and develop a strong understanding of the Bank’s business model, heritage and culture. It is very important to demonstrate a high level of emotional intelligence and maintain a comprehensive awareness of the organization, its people, and its culture of service, integrity, responsibility, and entrepreneurial growth.   What you’ll do as an Executive Assistant, Marketing and Communications: - Support the SVP, Marketing and Communications, who oversees the Communications and Social Impact teams and stewards the First Republic Foundation. - Establish and maintain strong working relationships with colleagues, along with senior leadership and management teams, with positive energy, a can-do spirit, inventive problem solving, and excellent verbal and written communications. - Meet deadlines in a timely fashion and consistently follow through same-day on requests. Through effective management of a heavy inbox and complex calendar, support SVP in prioritizing key internal and external meetings, action items, and deliverables. - Support internal and external event-related activities, including managing invitation lists, communications, catering, and RSVPs, and attending events as needed (including nights and weekends) to act as an ambassador for the Bank and to deepen key partnerships and relationships. - Coordinate team engagement and appreciation activities. - Support project-related activities, including meeting coordination, correspondence, project plans and updates. - Support high volume communication and reporting needs as needed. May include monthly updates, calendar overviews, and memos, and may also   - Support Social Impact and Communications special projects as needed. - Perform general administrative duties, including but not limited to travel arrangements, expense reimbursement, catering orders and restaurant reservations. - Create and assemble all materials needed for meetings, including agendas, background research, presentations, and minutes. - Travel as needed to support the SVP, Marketing and Communications at events and meetings in markets outside NYC. - Maintain our high standards of excellent execution and exceptional service as a steward of the brand and representative of the team. - Adhere to all related regulatory and privacy requirements.
Job ID
2022-16140
City
New York
State
NY
Position Type
Regular Employee (REG)
The Executive Assistant, Marketing and Communications is a key representative in providing exceptional service on behalf of the department and its leadership, as well as reflecting the culture and values of the company. Primary responsibilities include making sure the SVP, Marketing and Communications is responsive, through effective inbox management, and accessible, through effective calendar management, along with general administrative duties.   This role requires the ability to manage multiple priorities while remaining flexible and adapting to change swiftly, energetically, and elegantly in a fast-paced, high volume environment spanning multiple cities and time zones. Project management experience is a plus. Excellent communication skills, a strong work ethic, a positive approach and curiosity are required. Success in the position includes the ability to establish a strong internal network, within and outside of the department; anticipate needs; and develop a strong understanding of the Bank’s business model, heritage and culture. It is very important to demonstrate a high level of emotional intelligence and maintain a comprehensive awareness of the organization, its people, and its culture of service, integrity, responsibility, and entrepreneurial growth.   What you’ll do as an Executive Assistant, Marketing and Communications: - Support the SVP, Marketing and Communications, who has oversight of both marketing initiatives for Private Wealth Management and the Marketing Department’s Strategy and Administration. - Establish and maintain strong working relationships with colleagues, along with Bank and Private Wealth Management senior leadership and management teams, as a representative of the team and its leaders, through excellent verbal and written communication skills. - Meet deadlines in a timely fashion and consistently follow through same-day on requests and action items. Through effective management of a heavy and complex inbox and calendar, allow SVP to be highly responsive and accessible. - Support internal and external event-related activities as needed, including managing invitation lists, communications, and RSVPs. - Coordinate and a be a steward of department engagement and appreciation activities. - Support project-related activities, including meeting coordination, correspondence, project plans and updates. - Support high volume communication and reporting needs as needed. May include monthly updates, calendar overviews, presentations, memos, and regular executive and board reporting. - Support marketing-related special projects as needed. - Perform general administrative duties, including but not limited to travel - arrangements and expense reimbursement. - Create and assemble all materials needed for meetings, including agendas, background research, presentations, and minutes. - Maintain our high standards of excellent execution and exceptional service as a steward of the brand and representative of the team. - Adhere to all related regulatory and privacy requirements.
Job ID
2022-16139
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Sr. Manager, Strategic Sourcing - Technology, will lead the end-to-end sourcing activities of First Republic’s Technology (hardware and software) infrastructure. This includes all areas of Technology, including Hardware, Software and SaaS, Network and Telecom, InfoSec, and Tech Operations. The candidate will conduct cost/data analysis, market research, negotiation strategy development, executing sourcing events, proposal analysis, vendor license/service scope reviews, and collaborate with internal stakeholders, and the Procurement department. The candidate will coordinate, support, and partner with Vendor Management team through the sourcing process, as well as in the execution of contracts, to ensure business requirements and negotiated terms are finalized in the contracting and on-boarding processes. Supports the Business and Vendor Management in the on-going review of Vendor performance as part of managing the technology category for the Bank.   What you’ll do as a Sr. Strategic Sourcing Manager: - The Sr. Strategic Sourcing Manager reports to the Director of Strategic Sourcing. - Collaborate with business partners to align sourcing priorities, source selection, conduct market research, mitigate issues and value add insights. - Build and maintain relationships with business units, team members, management, key stakeholders, and vendors. - Collaboratively work with assigned business clients and other stakeholders’ groups to achieve objectives and ensure alignment with the bank’s strategy and business operations. - Consult with business unit partners to provide sourcing strategies advice to maximize favorable results and support client strategy and goals. - Ability to develop the overall strategy for a product category and research new products to drive TCO savings and achieve key targets. - Provide category insight by analyzing market data and monitoring relevant market conditions. - Analyze business unit requirements for leveraging opportunities, vendor recommendations and acquisition planning. - Collaboratively work with cross functional teams to develop business unit requirements and Statement of Works (SOWs). - Manage competitive RFx process that is consistent with standardized language, evaluation criteria, and incorporated with the Strategic Sourcing process of preparation, issuance, and management of RFx (RFI, RFQ and RFP). - Lead source selection activities of pre-qualified vendors, including conducting market analysis to determine potential sources. - Negotiate Contracts that meet desirable financial terms and conditions. - Administer Non-disclosure agreements and assist in risk assessment, vendor due diligence in collaboration with Vendor Management team. - Support Contract Management in negotiating MSAs and other key agreements. - Support Vendor Management in periodic vendor performance reviews.
Job ID
2022-16138
City
San Francisco
State
CA
Position Type
Regular Employee (REG)

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