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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Director, Senior Counsel The Senior Counsel would primarily be responsible for providing legal advice and support for the Bank’s rapidly expanding Professional Loan Program line of business, which finances individuals’ investments into private equity and venture capital funds and individuals’ equity interest purchases in other professional services firms, such as law, accounting and architecture firms.  The Senior Counsel will advise the business on Professional Loan Program loan documentation and product development and regulatory requirements that may affect Professional Loan Programs.  The Senior Counsel will also provide support for other general banking or lending issues and legal needs for the other products and lines of business, as well as the Bank generally as they arise.    What you’ll do as a Senior Counsel: - Provide legal advice and services to the Professional Loan line of business in conformance with the Bank’s Lending Standards and as approved by the Executive Loan Committee, Senior Credit Committee or the Board of Directors. - Draft, consult, and advise (both internally and externally) on documentation for the PLP lending product including interacting with the Eagle Closing Department and opposing and outside legal counsel. - Negotiate unique, complex transactions and approaches “across the table” from top law firms. - Assist in the formulation, communication, and implementation of strategic business plans and other strategic and systems initiatives to help the business line function more efficiently. - Ensure the business line complies with all applicable state and federal laws, regulations, and guidance. - Advise and help guide the business teams and Executive Loan Committee on loan structuring, troubled loan, and workout scenarios. - Manage outside counsel and vendors as appropriate. - Produce deliverables to support internal and external audits, regulatory examinations, or any other oversight review in the set time frame. - Perform other duties specific to department functions and/or supporting broader corporate needs as appropriate.
Job ID
2022-15934
Category
Legal
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Training & Instructional Design Manager is responsible for the functional oversight of the Job Skills training programs for staff in the Lending Services department, as well as the development of online and self-paced learning content. The Manager will guide the centralized training team on their daily functions to ensure efficient and effective execution and performance. To successfully achieve our production goals, the Manager will partner closely with our Loan Closing/Funding and Servicing teams to understand the business in-depth, assess the critical training needs and provide successful solutions. In addition, the Manager will utilize strong working knowledge of instructional design platforms such as Articulate, Camtasia, and other relevant systems to partner with the training team as well as the Lending Services lines of business to identify, create, and deploy training content to augment existing classroom/on-the-job instruction. The Training & ID Manager will also be responsible for various administrative functions such as vacation scheduling/tracking, attendance monitoring, and other performance related issues. The Manager must be able to partner effectively with the People Development Director to make sound decisions and communicate effectively with the People Development team, other departments, and senior management. The Program Manager will also coach, develop and otherwise supervise a Learning and Development staff of at least 2.   What you’ll do as a Training & Instructional Design Manager, People Development: - Identify functional training needs and guide centralized trainers to develop training programs to meet both individual and department goals. Including, but not limited to, the creation and updating of training materials. - Coach staff toward building effective functional training programs for key production areas within Lending Services: - Consult on optimal structure of training programs to ensure key concepts and processes are clearly and consistently delivered to all new hires. - Monitor training program efficacy by assessing new hire retention and learning progress. - Conduct frequent and continual check ins with new hires and production managers to ensure programs are augmented and improved as needed. - Partner with People Development team members and lines of business to create and deploy self-paced/e-learning content. - Provide continual learning opportunities to the centralized training team and People Development as a whole in order to build instructional design knowledge and skill - Perform duties & responsibilities specific to department functions & activities or as assigned by supervisor. - Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank. 
Job ID
2022-15900
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
This position would be part of the technology team that supports a Salesforce Cloud instance. This role is expected to work with our business partners, to identify and develop new functionalities which add business value on the Salesforce platform. The Senior Salesforce developer NAO will work on the assigned tasks including configurations and customizations to the Salesforce platform in order to meet the business requirements. The Senior developer will also work on designing and developing Salesforce integrations and data loading process. Knowledge or experience with FSC is extremely desirable.   What you’ll do as a Senior Salesforce Developer: - Develop Salesforce code as per specifications using Force.com Apex Classes, Apex triggers, Batch Apex, Lightning Web Components (LWC), Visual Force (VF Pages), Integration (REST, SOAP, Change Data Capture, Platform Events), Force.com API, SOQL and SOSL. - Develop custom Salesforce applications that are elegant and useful solutions to solve complex business problems by working across various teams, understanding the needs of our customers. Position receives direction provided by Technical Architect and Solution Analyst to delivery functionality requested by the Product Owner teams. - Identify enhancements through customer interaction and work directly with them to provide solutions. - Define systems architecture, design techniques and development standards to support cross-functional, multi-system solutions that scale and are flexible to meet the future needs of the organization. - Maintain and enhance workflows and functionality within Salesforce Lightning - Perform ongoing customizations to product features and integrations with other Systems
Job ID
2022-15896
City
New York
State
NY
Position Type
Regular Employee (REG)
What you’ll do as a Commercial Appraisal Reviewer (Hybrid): - Perform detailed technical and compliance reviews on commercial real estate appraisals. - Ensure that valuations are reasonably supported, credible and compliant with federal and state regulations; the Uniform Standards of Professional Appraisal Practice; the Financial Institutions Reform, Recovery, and Enforcement Act of 1989; bank policies and guidelines; and industry standards. - Communicate with appraisers regarding any report corrections and/or revisions. - Evaluate the quality of appraisers’ work and provide feedback for the maintenance of the Bank’s appraisal panel. - Engage in regular communications and serve as an advisor to Relationship Managers and the Executive Loan Committee on appraisal topics in the Bank’s core markets. - Provide support to all areas of real estate lending as needed, demonstrating superior client service to appraisers and employees. - Attend ongoing training on real estate appraisal and real estate appraisal reviews.
Job ID
2022-15892
Category
Lending
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
The Director, HR Operational Excellence & Experience is an integral member of the HR Shared Service Operations organization and plays a key role as a thought leader utilizing innovative thinking and operation excellence to drive initiatives that will improve the Colleague Experience across HR functions.  As the catalyst for HR process, policy, and systems transformation, you are a highly visible collaborator and thought leader within HR, working with a wide-range of cross-functional partners to ensure HR continues to provide exceptional service to our colleagues across the Bank and improve the HR function as a whole. This leader will: - Develop a team that performs diverse roles as strategists, project leaders, change managers, process optimizers and connectors. - With an in-depth knowledge of processes, policies, and systems across HR, partner with leaders across the organization to implement actions that will improve the overall colleague experience. - Use deep HR domain fluency, agility, and excellent management skills to advise leaders, guide projects, and ensure operational readiness for change across the Bank. - Drive a continuous improvement culture by using problem-solving, communications, and stakeholder engagement coupled with a programmatic approach to drive continuous improvement activities and consistency in processes & services aligned to Corporate/Local policies to exceed performance expectations.   What you’ll do as a Director,HR Operational Excellence and Experience: - Process Improvement – With the colleague experience in mind, evaluate opportunities to improve the HR experience across HR Centers of Excellences around process, systems, communications, and policies. Gather feedback across organization, investigate potential solutions and conduct root cause analysis to aide in the continuous improvement of processes. Identifying action plans; drive process improvement and future investment to drive efficiency and improved Colleague experience. - Transformation - Contribute to the adoption of HR shared services, platforms, and tools; drive operational process alignment that improves and operationalizes end-to-end service delivery model; research and develop new strategic approaches to drive continuous improvement of systems, processes, and policies. - Stakeholder Outreach – Build trust-driven relationships and engage with peer groups and leaders across the organization to seek out feedback and new requirements to facilitate the troubleshooting of delivery issues, refinement of current processes/policies, development of new operating models, all with the goal of increasing levels of customer service over time. - Change Management - Utilize effective program management and communication skills to drive strategy and decision making across the organization; engage with cross-functional stakeholders to align on execution process and goals; and follow-up to gather feedback and assess/mitigate potential risks. - Knowledge Management – Develop solutions to ensure the effective management of process documentation, desktop procedures, and all other policy documents in an easy to access, search, and user-friendly interface.
Job ID
2022-15888
Category
Human Resources
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Model Risk Analyst: 1. Identify and manage model risk across the model lifecycle including model development, implementation, and utilization. This includes: - Prepare written analysis of validation work. - Perform validation and provide effective challenge to model components throughout the model lifecycle, including modelling data and input, model methodology and performance, model implementation and ongoing monitoring, model assumptions and limitation, and model governance and documentation. - Manage interaction with model owners and developers during the model lifecycle. - Present model validation results, including findings and model ratings, to model owners, users, senior management and, when requested, regulators and internal audit. - Review and monitor the remedial actions taken by model owners and developers to ensure the findings are properly and timely addressed. - Prepare materials for MRM Working Group 2. Assist in model governance activities such as model inventory, model documentation library, and validation calendar. 3. Support the execution of various reporting projects in compliance to model risk management policy and procedures. 4. Contribute to strategic, cross-functional initiatives within ERM.
Job ID
2022-15876
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you'll be doing as a Product Manager: - Engage with stakeholders and end users to capture requirements for sophisticated client-side applications for the web and mobile web - Collaborate with UI/UX designers, other Product Managers, analysts, engineers and data scientists to launch new products, document enhancement requests for existing products, and build a great user experience - Work in Agile development environment and interact with multiple stakeholders to deliver the quality product in a timely manner - Write clear, complete epics and user stories and create test documentation for automated QA - Participate in design discussions and capture end user feedback - Create and execute User Acceptance testing criteria - Produce training materials and conduct training sessions with end users - Support the Client Relationship Browser application, including L1 support, escalation of issues and requests for enhancements via the support function. - Produce ad hoc sql based queries for stakeholders as needed.
Job ID
2022-15871
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Cloud Engineering & Enterprise Development   The mission of the Cloud Engineering & Enterprise Development team at First Republic is to enable and craft the cloud platform that supports cross-functional teams in all lines of business (LOBs) of the bank. This encompasses not only the foundational architecture cloud work which enable deployments into the cloud amongst our federated internal development partners, but also development in support of facilitating migration to the cloud.   Within Cloud Engineering & Enterprise Development, we are seeking a cloud services expert to help drive and deliver on our ambitious cloud platform strategy. You will be engineering our next generation of infrastructure using major Public Cloud Providers (e.g. AWS, GCP, Azure, etc.) in a secure, compliant, and efficient manner. Working in a small team empowered to move rapidly to meet objectives, you will be leveraging Infrastructure as Code and automation in all deployments.   What you’ll do as a SeniorCloud Engineer: - Meaningfully individually contribute to the efforts of the team - Work in a cross-functional team to design and engineer solutions to complicated problems, - Migrate applications from an internal virtualized environment to our Public Cloud - Utilize Infrastructure as Code Tools to automate deployments of new applications
Job ID
2022-15853
City
New York
State
NY
Position Type
Regular Employee (REG)
The Counsel will primarily be responsible for handling First Republic Bank’s corporate legal matters, including public company reporting and capital markets matters. Reporting to the SVP, Deputy General Counsel, the Counsel will also work closely with the Bank’s executive and management team on important strategic matters including Bank investments, investor relations and regulatory developments and assist the General Counsel and Deputy General Counsel in providing corporate governance support to the Board of Directors and its committees. The Counsel will also build and maintain relationships with internal and external stakeholders with significant exposure to the executive and management team. We are looking for someone with exceptional attention to detail, strong communication and analytical skills, and the intellectual curiosity and passionate to strive for continuous improvement.   What you’ll be doing as Counsel:  - Regulatory reporting, including drafting and/or review of Forms 10-K, 10-Q, proxy statements, 8-Ks and Section 16 reports, as well as stock exchange (NYSE) filings. - Capital markets and Bank investment transaction support. - Corporate governance support, including review and maintenance of certain corporate policies, charters and procedures. - Support of the Board of Directors and Corporate Secretary, including meeting content preparation, resolution drafting and maintenance of minutes. - Oversight of corporate entity management and filings. - Provide practical and sound legal advice and counsel in a variety of securities, compliance, corporate governance and transactional matters. - Stay abreast of emerging trends and developments in securities law, corporate law, and governance, and coordinating internal and external resources to provide education and training. - Assist with governance matters and investor relations activities, including formal and informal reporting on the Company’s narratives, progress and results across relevant environmental, social and governance (ESG) topic areas. - Support the continuous improvement of process and procedures. - Implement and maintain written procedures in each area of responsibility. - Perform other duties specific to department functions and/or supporting broader corporate needs as appropriate.
Job ID
2022-15851
Category
Legal
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Scrum Master will manage the implementation of the execution and delivery of project implementations and product upgrades. The role requires exceptional communication and facilitation skills to drive agreement on processes across business units. The Scrum Master is a self-starter who displays initiative and drive, can follow Agile process and has a mindset that excels in an environment that challenges convention.  The Scrum Master plays a leadership role in delivering highly visible projects across several lines of business.  The Scrum Master identifies and works to mitigate and resolve developing issues that could jeopardize scope, timeline, risk, and/or budget as this project progresses.   What you’ll do as a Scrum Master: - Mentors the team to structure their work and think in an Agile mindset - Train team members to proficiently utilize tools such as JIRA and Confluence - Review Sprint Plans/ Project plans and support team business objectives to plan and coordinate project activity - Meet with department heads, managers, supervisors, vendors, and others, to solicit cooperation and resolve project problems - Work collaboratively with support teams, development teams, technical leads, Agile Champions and management to determine technical direction and priority of staff for the supporting systems. Create, manage, and track project vehicles, including, but not limited to: - Product documentation - Agile ceremonies - Project scope statements - Resource plans - Risk and issues logs - Status reports - Process and Program Documentation - Continuous improvement of Sprint release processes to maximize team performance - Daily Scrum Retrospectives and release planning meetings with other teams as needed in regards to project and team deliverables including managing expectations, presenting and interfacing with sponsors - Make decisions and communicate trade-offs and risks; drive key decisions across projects or open defects/enhancements - Make recommendations to management about schedules, prioritization, and resource allocation with input from team members - Manage resource planning and organizational capacity planning - Mentor and support the project team members on Software Development processes and best Agile practices - Flexibility to engage with teams of all work styles across work locations and time zones - Work with Agile Champions and partners   to align team priorities with business road maps - Be a role model servant-leader to bring value to the Teams with process and tools
Job ID
2022-15849
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
  What You’ll Be Doing: - Partner with various TA verticals to best document specific, sitation based scenarios including process and offers (Campus Recruiting, Private Wealth, Corporate & Technology, Lending, Sourcing Team etc.) - Assist with End to End testing and documentation of enhancements and/or errors - Create role based user guides and other documents that will enable TA Operations, Recruiters and TA Leadership to best interpret and execute roles and responsibilities - Translate process maps into clear operational hand-offs and train Talent Acquisition Verticals on those hand-offs (Sourcing Team to Recruiting Team to Coordinator Team) - Develop lower-level documentation (e.g., desktop procedures, FAQs, others)
Job ID
2022-15840
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
The Process Integration Developer is responsible for developing and implementing end to end solutions to support Banker and Client requests and information reporting, assisting in developing automation processes for the Bank's Transactions Processing infrastructure, building and supporting processing related systems, providing support and services, and other Duties as assigned. The individual will work in a fast-paced environment to talk through processes, design a solution, and then execute development for issues related to processing data, and internal/external processing system integrations.   What you’ll do as a Process Integration Developer: - Work with Deposit Services, Digital Channels, Information Services, Bankers, and Clients to develop end to end (conception, development, maintenance, and evolution) functions for reporting, processing systems, automation processes and work to enhance services and products the Bank offers  - Develop and support micro services, API's, file transmissions, and other interchanges of data for processing systems and databases. Data Analytics - Constantly work to improve operational processes via the development of software solutions with Python, API's, and other technology method such as SQL - Support production systems and assist with inquiries from bankers, clients, and vendors  - Work closely with management to ensure SLAs for the department are met - Perform other duties as required or assigned by leaders. - Adhere to and comply with all applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (for example, Bank Secrecy Act, USA PATRIOT Act, etc.); adhere to Bank policies and procedures; complete all required training; identify and report potential suspicious activity to the Bank Secrecy Act / Anti-Money Laundering Officer; and know and verify the identity of clients entering into a relationship with the Bank.   
Job ID
2022-15821
Category
Deposit Services
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Senior Analyst, HR Operations position plays a key role in delivering extraordinary service to our HR colleagues and in turn, our colleagues throughout The Bank. This role will provide operational and administrative support to the HR Operations Team, including coordinating and assisting with projects, communications, and HR Processing. The Senior Analyst, HR Operations will oversee the day-to-day activities to ensure the below responsibilities and goals are met. What you’ll do as a Senior Analyst, HR Operations: - Administer processes, provide training, and ensure the HR Operations Team are utilizing Standard Operating Procedures - Manage inbox, triaging cases, assign cases to Specialists, and responding to general HR questions from colleagues across the Bank - Step in to lead, give direction and provide feedback to HR Operations team members as required - Provide support on case management: reviews, investigations, delinquencies, and processing across all of our workstreams - Support Service Level Agreements adherence and Accuracy improvements - Assist in the implementation and testing of new software and enhancements - Communicate with various departments and colleagues to provide guidance and assistance regarding hiring, transfers, employment, and personnel records - Manage the various HR Operations reports and assure appropriate and timely actions are taken - Identifies and diagnoses issues proactively and develops, recommends, and implements root cause solutions that provide a positive colleague experience and business results in a timely manner - Review background checks and/or fingerprinting reports and provide HR Specialists with approval for clearance as needed. This may include speaking with candidates directly about their personal history - Provide support to Business Partners for HR Operations processes
Job ID
2022-15802
Category
Human Resources
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Senior Analyst, HR Operations position plays a key role in delivering extraordinary service to our HR colleagues and in turn, our colleagues throughout The Bank. This role will provide operational and administrative support to the HR Operations Team, including coordinating and assisting with projects, communications, and HR Processing. The Senior Analyst, HR Operations will oversee the day-to-day activities to ensure the below responsibilities and goals are met. What you’ll do as a Senior Analyst, HR Operations: - Administer processes, provide training, and ensure the HR Operations Team are utilizing Standard Operating Procedures - Manage inbox, triaging cases, assign cases to Specialists, and responding to general HR questions from colleagues across the Bank - Step in to lead, give direction and provide feedback to HR Operations team members as required - Provide support on case management: reviews, investigations, delinquencies, and processing across all of our workstreams - Support Service Level Agreements adherence and Accuracy improvements - Assist in the implementation and testing of new software and enhancements - Communicate with various departments and colleagues to provide guidance and assistance regarding hiring, transfers, employment, and personnel records - Manage the various HR Operations reports and assure appropriate and timely actions are taken - Identifies and diagnoses issues proactively and develops, recommends, and implements root cause solutions that provide a positive colleague experience and business results in a timely manner - Review background checks and/or fingerprinting reports and provide HR Specialists with approval for clearance as needed. This may include speaking with candidates directly about their personal history - Provide support to Business Partners for HR Operations processes
Job ID
2022-15801
Category
Human Resources
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
First Republic is an ultra-high-touch bank that provides extraordinary client service. We believe that one-on-one interactions build lasting relationships. We move quickly to serve our clients’ needs so that their financial transactions are handled with ease and efficiency. Client trust and security are paramount in our line of business. Ultimately, our goal is unsurpassed client satisfaction which will lead to personal referrals – our number one source of new business. We recognize that our competitive advantage starts with our people and our culture. At First Republic, we work hard and move quickly as a very coordinated team. If you are looking for an opportunity to grow and contribute in a fun, fast-paced environment, First Republic is the place for you. We have exceptional people focused on providing extraordinary service.   The Associate I, Consumer Services will provide technical support by troubleshooting and problem solving for clients experiencing difficulties using all retail applications available on First Republic’s Website. They are responsible for providing excellent client service to both external and internal clients via phone, e-mail, or onsite.    What you’ll do as a Associate I, Consumer Services: - Assist clients by initiating payment investigations, maintenance requests, fulfillment requests, research request, and fee reversal requests received by phone and e-mail. - Consistently deliver an exceptional client experience on every client contact. - Make outbound calls to clients to provide resolutions for Online Banking and research requests. - Ability to effectively to multi task on a regular basis. - Ability to work a variety of work schedules based on business needs. - Ability to work over-times as needed. - Work collaboratively as part of a team to achieve service goals. - Ability to adapt to a fluctuating work pace environment. - Displays accuracy and thoroughness, while completing work assignments in a timely manner. - Adhering to and complying with the applicable, federal and state laws, regulations and guidance. - Ability to function in a PC windows or MAC environment. - Must be willing to submit to an extensive background check and credit history. - Perform duties & responsibilities specific to department functions & activities. - Performs other duties & responsibilities as required or assigned by supervisor. - Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any clients(s) that enters into a relationship with the Bank Critical features of this job are described under the items above. They may be subject to change at any time due to reasonable accommodation or other reasons. This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
Job ID
2022-15794
City
Boston
State
MA
Position Type
Contingent Worker (CON)
First Republic Wealth Advisors market and sell First Republic’s wealth management services to prospects, many of whom are existing clients of the bank’s deposit and lending products and services. Relationship Managers and Business Bankers at First Republic have formed strong relationships with a wide range of high net worth individuals and leading businesses by meeting their deposit and lending needs with an extraordinary level of service. First Republic Wealth Advisors work with these bankers as well our Preferred Banking Offices to identify investment management prospects, help identify client’s financial needs and objectives, and recommend appropriate wealth management solutions. While the Wealth Advisor’s principal responsibility is to focus on bankers and generate wealth management business from existing clients, the Wealth Advisor will also be expected to generate their own business and source new clients.   The goal of the Wealth Advisor is to increase assets under management at First Republic Bank by marketing wealth management products and services to meet client needs, becoming our client’s trusted wealth advisor, and maintaining strong client relationships. Because of the wide range of investment alternatives available to clients, the Wealth Advisor is able to offer clients independent and sound investment advice, offer attractive investment alternatives, and deliver a high level of service.  First Republic believes in an “open architecture” philosophy with regard to its products and services. We can provide customized portfolio management services for particular investment strategies, tax considerations or liquidity goals of clients, as well as access outside funds and managers to best represent asset styles in a client’s asset allocation strategy. The role of Wealth Advisor is to effectively represent all of the platform’s products and services to best meet client objectives. A summary of these offerings are shown below:   Entity Offering: - First Republic Investment Management - Customized Portfolio Management - First Republic Securities Company - Full-service brokerage and online self-directed services - First Republic Trust Company - Able to act as a trustee, successor trustee, custodian, and escrow agent - Financial Planning - Deliver full range of financial planning services, including life insurance - Insurance Services - A full range of insurance products and services, including annuities - Foreign Exchange - A wide range of foreign exchange services The team that works with our clients generally consists of: - The Relationship Manager (or other banker) that manages the overall bank relationship with the client; - The Wealth Advisor, who initially helps determine the appropriate investment solutions for the client and serves as an ongoing resource to clients; - a Portfolio Manager (at First Republic Investment Management or First Republic Securities Company) that acts as the day-to-day manager of the client’s investment assets - A Financial Planner for certain clients - An Insurance Specialist for certain clients - A Trust Officer in instance where we deliver trust services to the client Successful candidates will champion the firm’s private wealth management services both internally and to clients. The objective of this position is to gain the confidence of the First Republic bankers in an effort to collaborate with them to grow assets under management from existing clients and prospects. The Bank has multiple wealth management alternatives available to prospects and the Wealth Advisor should take on a flexible, strategic approach to determining the most appropriate solution for each client opportunity. While most of the new wealth management business generated by the Wealth Advisor will originate from banker referrals, the Wealth Advisor will also be expected to conduct their own business development efforts and source their own new clients.   Specific responsibilities include: - Establish credibility and build confidence as a trusted investment advisor with relationship managers, other bankers, and - Collaborate with relationship managers to identify and prioritize prospects for private wealth management - Generate new assets under management through the bank’s existing lending relationships and the initiation of new relationships. - Serve as the primary contact for wealth management - Evaluate clients’ portfolios to assist Portfolio Managers develop asset allocation recommendations and investment strategies. - Manage client interaction with other First Republic related investment - Keep abreast of trends and strategies in wealth
Job ID
2022-15792
City
New York
State
NY
Position Type
Regular Employee (REG)
The Director, Digital Data Engineering is responsible for leading and managing the Digital Data Transformation efforts from a technology and production execution perspective. The role is responsible for working with Digital Architect to design the target data architecture, modernizing, and optimizing ETL (Extract, Transform and Load) data ingestion, data streaming, pipelines and integrating Data Lakes, Digital Banking Systems, Data Warehouses, Customer, Account and Marketing Analytics Data. This role will develop engineering solutions to secure data and provide operational excellence, reliability, resiliency, and performance efficiency. This role will work with Digital and MarTech engineering, Enterprise Data and Client Insights, Data Platform, and other applications teams for evolving the data pipelines across First Republic Technology.   What you’ll do as Director, Digital Data Engineering: - Collaborate with business partners on initiatives to determine data needs and Digital data road map - Collaborate with FRB Enterprise data groups on enterprise strategy and tech road map - Work alongside our team of technologists from FRB to design, create and deliver connected architecture and solutions - Re-engineering the interaction of incoming and outgoing data flows between Digital Banking / Analytics / Engagement platforms, Data platforms, Data Warehouse, Data Lake as well as other reporting and batch process systems which consume data from Digital data - Drive the data architecture and roadmap for eliminating non-strategic point to point connections and batch handoffs - Define canonical data models for key entities and events related to Digital Customer, Account, Entitlement, Banking applications, and Marketing properties - Gather, analyze, interpret the team's data requirements to develop complete solutions, including data modeling, ELT pipeline management, data flow operation model, data quality management and governance - Design and develop ELT processes based on functional and non-functional requirements using resources in Snowflake, AWS, and Azure, such as AWS EMR, RDS, DMS (Database Migration Service), S3, Kinesis and EventBridge - Support the team's research efforts, including large scale data exploration, cleaning, transformation, and feature creation - Help solve complex and mission critical problems, internally and externally - Work in a collaborative, trusting, thought-provoking environment-one that encourages diversity of thought and creative solutions that are in the best interests of FRB’s customers - Lead multiple teams from development to deployment - recruit, retain, coach, and inspire a diverse, high performing team and culture - Document work for the team and for broader communication
Job ID
2022-15790
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
An encouraging culture that invests in you Eagle Lending is looking for an exceptional Credit Analyst II to support the underwriting needs of our Personal Line of Credit product. We're looking for a self-starter who is eager to leverage his/her underwriting experience to add value to our all-star Credit Analyst team. Based in San Francisco, this role will focus on processing, evaluating, and completing financial analysis on individual loan requests and will also help with monitoring and maintaining the overall credit quality of existing Eagle loan facilities.   What you'll do as a Credit Analyst II: - Support the underwriting needs for Eagle Lending's Personal Line of Credit product by focusing on processing, evaluating, and completing financial analysis on individual loan requests ensuring turnaround time requirements are met. Verify accuracy and completeness of loan application file. - Cultivate strong and positive working relationships with partners: Sales, Closing, Executive Loan Committee, Loan Servicing, Product etc. - Effectively use Moody’s CreditLens or similar tool to spread tax returns and financial statements. - Ensure quality credit and avert any potential signs of default throughout underwriting process and loan life cycle. - Ongoing servicing of the portfolio, including loan modifications and projects with Special Assets and Credit & Risk - Actively participate in continuous improvements by generating suggestions and participating in problem solving activities. - Assist in underwriting additional consumer lending products as needed.
Job ID
2022-15778
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
An encouraging culture that invests in you Eagle Lending is looking for an exceptional Credit Analyst II to support the underwriting needs of our Personal Line of Credit product. We're looking for a self-starter who is eager to leverage his/her underwriting experience to add value to our all-star Credit Analyst team. Based in San Francisco, this role will focus on processing, evaluating, and completing financial analysis on individual loan requests and will also help with monitoring and maintaining the overall credit quality of existing Eagle loan facilities.   What you'll do as a Credit Analyst II: - Support the underwriting needs for Eagle Lending's Personal Line of Credit product by focusing on processing, evaluating, and completing financial analysis on individual loan requests ensuring turnaround time requirements are met. Verify accuracy and completeness of loan application file. - Cultivate strong and positive working relationships with partners: Sales, Closing, Executive Loan Committee, Loan Servicing, Product etc. - Effectively use Moody’s CreditLens or similar tool to spread tax returns and financial statements. - Ensure quality credit and avert any potential signs of default throughout underwriting process and loan life cycle. - Ongoing servicing of the portfolio, including loan modifications and projects with Special Assets and Credit & Risk - Actively participate in continuous improvements by generating suggestions and participating in problem solving activities. - Assist in underwriting additional consumer lending products as needed.
Job ID
2022-15776
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential The Team Lead, Consumer Services will provide technical support by troubleshooting and problem solving for clients experiencing difficulties using all retail applications available on First Republic’s Website. They are responsible for providing excellent client service to both external and internal clients via phone, e-mail, or onsite.    What you’ll do as a Consumer Services Team Lead: - Excellent verbal and written communication skills. - Assist clients by initiating payment investigations, maintenance requests, fulfillment requests, research request, and fee reversal requests received by phone and e-mail. - Consistently deliver an exceptional client experience on every client contact. - Make outbound calls to clients to provide resolutions for Online Banking and research requests. - Ability to effectively to multi task on a regular basis. - Ability to work a variety of work schedules based on business needs. - Ability to work over-times as needed. - Work collaboratively as part of a team to achieve service goals. - Ability to adapt to a fluctuating work pace environment. - Displays accuracy and thoroughness, while completing work assignments in a timely manner. - Adhering to and complying with the applicable, federal and state laws, regulations and guidance. - Ability to function in a PC windows or MAC environment. - Must be willing to submit to an extensive background check and credit history. - Perform duties & responsibilities specific to department functions & activities. - Performs other duties & responsibilities as required or assigned by supervisor. - Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any clients(s) that enters into a relationship with the Bank.   Critical features of this job are described under the items above. They may be subject to change at any time due to reasonable accommodation or other reasons. This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
Job ID
2022-15744
Category
Deposit Services
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)

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