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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See service from a higher perspective   As Preferred Banking Offices Assistant Manager, you’ll support sales and business development, enabling the office to always provide top-quality client service. You will have the opportunity to co-manage office operations, serving as acting manager when the Preferred Banking Offices Manager is absent.   What you’ll do as a Preferred Banking Offices Assistant Manager:   Office Operations - Support the Preferred Banking Offices Manager by overseeing the efficient operation of the office and ensuring that team members are performing all the operational functions correctly and completely. - Draw on all available resources to provide the best solution for each client and ultimately create a memorable client experience. - Keep a close eye on service quality levels and coach team members as needed to make sure the office maintains its focus on providing exceptional client service.  - Assist the Personal Bankers with policies, procedures, products, systems and banking transactions. - Regularly review the office’s operating procedures and practices in order to identify possible opportunities for improvement. - Audit office transactions according to the office’s policies and procedures.   Sales, Business Development & Customer Service - Build professional relationships with clients to establish repeat and referral business and strengthen client loyalty. - Take responsibility for checking account and deposit growth. - Introduce banking products and services to clients and explain how these new offerings can meet their needs. - Develop a strong understanding of client needs and refer clients to Relationship Managers, Preferred Bankers and Trust Officers as appropriate. - Actively look for ways to develop and expand customer relationships in order to build a book of business and contribute toward meeting your individual sales goals and the office’s sales goals. - Actively participate in office sales promotions.  Management - Assist the Preferred Banking Offices Manager in leading a team of sales and service professionals, supporting their efforts to meet and exceed the office’s sales and client satisfaction goals. - Organize the daily workflow of the office and work with the Personal Bankers to ensure high client service levels. - Support the Preferred Banking Offices Manager in fostering a team environment where all colleagues can perform to their full potential. - Assist the Preferred Banking Offices Manager in supervising and coaching your teams to help them enhance their professionalism, strengthen their sales techniques, embrace the Bank’s service expectations and understand compliance guidelines. - Support the Preferred Banking Offices Manager in hiring, training, supervising and evaluating office employees, and provide input on bonus payments and other compensation issues.
Job ID
2021-13231
City
West Palm Beach
State
FL
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Preferred Banker you will have the opportunity to work in both sales and support. In this role you are the deposit expert for the Relationship Managers’ client base in addition to having your own self-sourced sales goals. The role encompasses sales presentations, cash management expertise, account opening, compliance and documentation, and transitioning the client to First Republic. You will have the opportunity to assist Relationship Managers in developing and maintaining client relationships by selling the full range of First Republic’s products and services as well as develop a personal portfolio of business. You’ll maintain a professional relationship to encourage additional business from existing clients in addition to obtaining referral business. You will use your excellent customer service skills and ingenuity to solve problems or enhance the banking relationship.   What you’ll do as a Preferred Banker: - Conduct outside business development calls with Relationship Managers. - Place new business development calls for a self-sourced portfolio and open new accounts. - Develop cash management presentations and demonstrations. - Provide a detailed analysis and comparison of current banking relationships. - Transition clients to the Bank, ensuring a smooth process. - Obtain all required documentation. - Provide ongoing excellent customer service, including paying close attention to the top 10% of the Relationship Managers’ client base. - Maintain and deepen existing client relationships, increasing current products per client. - Develop a thorough knowledge of existing Bank products and stay up to date on new products and services. - 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. - Know and verify the identity of any client that enters into a relationship with the Bank.
Job ID
2021-13187
Category
Banking
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Preferred Banker you will have the opportunity to work in both sales and support. In this role you are the deposit expert for the Relationship Managers’ client base in addition to having your own self-sourced sales goals. The role encompasses sales presentations, cash management expertise, account opening, compliance and documentation, and transitioning the client to First Republic. You will have the opportunity to assist Relationship Managers in developing and maintaining client relationships by selling the full range of First Republic’s products and services as well as develop a personal portfolio of business. You’ll maintain a professional relationship to encourage additional business from existing clients in addition to obtaining referral business. You will use your excellent customer service skills and ingenuity to solve problems or enhance the banking relationship.   What you’ll do as a Preferred Banker: - Conduct outside business development calls with Relationship Managers. - Place new business development calls for a self-sourced portfolio and open new accounts. - Develop cash management presentations and demonstrations. - Provide a detailed analysis and comparison of current banking relationships. - Transition clients to the Bank, ensuring a smooth process. - Obtain all required documentation. - Provide ongoing excellent customer service, including paying close attention to the top 10% of the Relationship Managers’ client base. - Maintain and deepen existing client relationships, increasing current products per client. - Develop a thorough knowledge of existing Bank products and stay up to date on new products and services. - 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. - Know and verify the identity of any client that enters into a relationship with the Bank.
Job ID
2021-13176
Category
Banking
City
New York
State
NY
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Preferred Banker you will have the opportunity to work in both sales and support. In this role you are the deposit expert for the Relationship Managers’ client base in addition to having your own self-sourced sales goals. The role encompasses sales presentations, cash management expertise, account opening, compliance and documentation, and transitioning the client to First Republic. You will have the opportunity to assist Relationship Managers in developing and maintaining client relationships by selling the full range of First Republic’s products and services as well as develop a personal portfolio of business. You’ll maintain a professional relationship to encourage additional business from existing clients in addition to obtaining referral business. You will use your excellent customer service skills and ingenuity to solve problems or enhance the banking relationship.   What you’ll do as a Preferred Banker: - Conduct outside business development calls with Relationship Managers. - Place new business development calls for a self-sourced portfolio and open new accounts. - Develop cash management presentations and demonstrations. - Provide a detailed analysis and comparison of current banking relationships. - Transition clients to the Bank, ensuring a smooth process. - Obtain all required documentation. - Provide ongoing excellent customer service, including paying close attention to the top 10% of the Relationship Managers’ client base. - Maintain and deepen existing client relationships, increasing current products per client. - Develop a thorough knowledge of existing Bank products and stay up to date on new products and services. - 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. - Know and verify the identity of any client that enters into a relationship with the Bank.
Job ID
2021-13172
Category
Banking
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Data Analyst is responsible for providing data reporting and analytics support to the Business Banking department.  The ideal candidate must possess a strong understanding of data structures, analytics and governance.  This individual will be motivated by the desire to run reports and analytics to support growth and change.  In addition, the ideal candidate will be adept at working with partners across departments to accomplish shared objectives.      What you’ll do as a Senior Data Analyst: - Run ad-hoc analysis for Product and Business Managers using standard query languages and operationalize for repeatable use via Tableau reporting suite. - Code and modify SQL/ETL based on dashboard requirements. - Maintain validation of business rules, documentation and distributions to proper stakeholders. - Train and educate co-workers on data analysis and best practices. - Participate in design and delivery of curriculum related to rollout of new reports and dashboards to drive adoption and to enhance business decision-making capability. - Work closely with Product and Business teams to understand business requirements and perform data analysis
Job ID
2021-13162
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
  At First Republic, we care about our people. Founded in 1985, we offer extraordinary client service in private banking, private business banking and private wealth management. We believe that personal connections are everything and our success is driven by the relationships we form with our colleagues and clients. You’ll always feel empowered and valued here.    Incredible teams doing exceptional work, every day The Digital Channels team is responsible for client focused digital experiences that support our Consumer Private Banking, Corporate, and Private Wealth Management businesses. We are seeking a dynamic, organized leader to play a key role in supporting these efforts amidst the rapidly changing digital servicing and sales landscape.
Job ID
2021-13111
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Senior Software Engineer is responsible for the development and maintenance of the FRB Data platform and all the processes supporting the management, ingestion and integration of data. The Software Engineer will also contribute in the design of new data lake components and data marts and will be responsible for the quality of all of the integration processes and the software development cycle.   What you’ll do as a Contractor Senior Software Engineer: - Provide guidance on production support for the Data Engineering ETL jobs internally to the team and externally to other business units in the bank. - Support Data Engineering environment with exposure to database and ETL technologies. - Partnering with Development, QA and Release Management teams on ETL code development handoff, production release management activities and problem resolution. - Adhere to ETL/Data Platform Engineering Standards, processes and procedures. - Identify and escalate issues requiring management assistance as needed. - Ensure operational procedures and runbooks are documented for execution consistency, relevancy and auditability. - Drive technical excellence and implementation of support and software engineering best practices. - Identify areas of improvement.
Job ID
2021-13012
Category
Core Transformation
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
This is a dynamic role within the Bank’s Asset Liability Management Group.  The ideal candidate will provide immediate support in preparing the Bank’s quarterly risk assessment and reporting requirements, specifically related to the assessment of the Bank’s net interest income projections under various scenarios, calculation of the Bank’s economic value of equity, and a number of other related analysis.   What you’ll do as a Senior Analyst in the Bank’s Asset Liability Management Group: - Assist in meeting the monthly and quarterly Asset Liability Management risk assessment and reporting requirements by utilizing Net Interest Income, Economic Value of Equity, and other relevant analyses; - Assist in model lifecycle management activities, such as development, implementation, performance monitoring and testing, documentation, validation, and automation; - Play a hands-on role in the development, maintenance and operation of our risk management platform; - Develop, implement, and operate various valuation and forecasting models and techniques to project Bank operating results and market risk exposure under various macroeconomic and credit environments; - Assist and support groups within Finance and the Bank with relevant analyses of the impact of business decisions on the bank's market risk exposure, profitability, capital ratios, regulatory compliance, and others; - Perform ad-hoc analyses in a timely, efficient, and transparent manner as part of a team or individually with minimal supervision; - Assist in the capital stress testing process; - Take ownership of assigned projects and see them from concept through implementation; - Perform duties and responsibilities specific to department functions and activities or as assigned by supervisor; - Participate in the development and strictly adhere to department policies, procedures, and controls.
Job ID
2021-13000
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Senior Loan Specialist You would be responsible for ensuring that all single and multi-family residential and commercial lines/loans are set up, processed & underwritten in a timely manner while meeting all regulatory compliance and achieving a high level of customer service. Responsibilities focus on successfully analyzing tax returns and financials ranging from complex to simple for various types of borrowers.  Individual must have a thorough understanding of SFR processing, documentation and underwriting.    What you’ll do as a Senior Loan Specialist: - Communicate with customers, providing excellent customer service and ensuring the customer relationship is maintained at the highest possible level. - Review set-up loan files for completeness and identify missing documentation and/or problems - Analyze each loan file, ensuring the LAW form, loan narrative (if applicable), appraisal(s), application, preliminary title report and verifications meet secondary market and First Republic Bank loan program criteria and are accurately documented. - Prepare loan files for funding by reviewing the analysis for accuracy and by completing the Request for Documents form to ensure all regulatory information and loan terms are accurately input into the computer system to meet compliance requirements - Complete KYC Flightpath compliance for all loan types - Utilize and apply FNMA lending guidelines and other industry compliance regulations - Prepare pre-qualification and/or commitment letters for loan officer review.
Job ID
2021-12985
City
Jackson
State
WY
Position Type
Regular Employee (REG)
Our goal is to implement solutions that improve our ability to provide exceptional client service.  The right candidate will have a mindset to engage with our colleagues - understand their processes, challenge the status-quo, evaluate opportunities, see the ‘big-picture’, and ultimately help design a creative solution that will enable us to provide high-touch client service. To that end, the Business Analyst will partner closely with multiple lines of businesses to identify problems and collaboratively define requirements and solutions, as appropriate. The Business Analyst will help build and implement processes and procedures and support technical specifications. This role requires an understanding of banking products, operations and system functionality. Candidates must be results-oriented and have excellent verbal and written communication skills to interact with stakeholders at various level.   What you’ll do as a Business Analyst: - Keep the client and our front-line colleagues at the forefront of all analysis, requirements, process changes and solutions.  Help enable high-quality client service while scaling our processes to support volume growth and changing client needs - Perform data analysis and process design activities at the operational and organizational level - Coordinate the efforts of internal technical and non-technical staff, and of key business users - Work with the business to come up with solutions for process improvements - Engage and direct business partners and subject matter experts to identify priorities and scope for medium business problems - Define and document business requirements - Provide assistance in identifying, evaluating, and developing systems and procedures that are cost effective and meet business requirements - Collaborate with management to ensure timely and successful resolution of project issues - Support project planning and managing of business team deliverables - Attend/Coordinate/Lead meetings as required Additional responsibilities include: - Adhere to and comply with all applicable federate laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.) - Adhere to Bank policies and procedures - Complete required training
Job ID
2021-12918
Category
Management Analytics
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
You will be responsible for managing client expectations and requests while assisting the Relationship Manager (RM) with day to day duties which may include a variety of analytical and client service oriented tasks. This position manages the RM's book of business alongside alleviating the day to day tasks to allow the RM to focus on the growth of the business. The ideal candidate will act as a liaison between RM clients, Private Banking Officers, and lending personnel which require knowledge of various FRB products and programs depending on the RM's business needs. Responsibilities include but not limited to managing client expectations and requests. Working with Clients, RM, and Executive Loan Committee (ELC) to determine loan structure and pricing, and underwriting in a timely matter. This includes presenting deals to ELC and obtaining approval on behalf of the RM   What you’ll do as an Internal Account Executive: - Collaborate with RMs, Executive Loan Committee (ELC), and clients to help determine appropriate loan product(s), loan amounts, and optimal structure - Present deals on behalf of the RM to ELC for approval - Communicate results to customer on the "needs list", request missing items from clients when requested by processors - Act as primary contact for clients when requested by RM - Underwriting of residential and commercial loans. We will train the Account Executive to underwrite commercial properties - Complete borrower and residential/commercial property cash flows as requested by RM or Team Lead - Prepare pre-approval letters, forward loan applications etc. when Client Service Admin is not available - Provide excellent customer service: - Respond to client inquiries and requests to properly manage client expectations and needs - Respond to incoming calls - Meet with clients as requested - Assist with business development: - Work with the RM to review their book of business and identify areas of opportunity to deepen relationships. - Strategize with RM on appropriate client situations and on Client Meetings. Help RM to maximize their business development efforts.
Job ID
2021-12895
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Duties and Responsibilities 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
2021-12804
Category
Wealth Management
City
Palm Beach
State
FL
Position Type
Regular Employee (REG)
Common Goals, uncommon potential The Advanced Planning group services multiple client segments.  The Associate Director Financial Planner will primarily service high net worth clients or prospects of First Republic. The Advanced Planner will actively engage many different aspects of Financial Planning for these clients or prospects that include consulting with individual clients on their planning needs related to pre-liquidity and pre-IPO planning as well as being responsible for the development, design and implementation of comprehensive financial plans as applicable and appropriate. This position will specifically be dedicated to our First Republic Bankers and their clients or prospects. The position offers an excellent opportunity for an individual seeking to build a career in financial planning. Responsibilities range from client consultations, data collection, analysis and client recommendations.    What you’ll do as an Associate Director, Advanced Planner: - Work independently with high net worth clients. - Consult with a variety of clients or prospects of the firm but with a specific focus on pre-liquidity and pre-IPO situations. - Ability to prepare, develop and deliver financial plans to clients and prospects as needed. - Communicate directly with clients regarding on a variety of planning topics. This may also include communicating with a client’s other advisors such as accountants and attorneys. - Prepare appropriate engagement letters and welcome packages to be sent to clients when needed - Prepare and/or develop various analytics and presentations for use internally or with clients. - Collecting data and accurately using the data in financial planning software such as eMoney when needed. - Manage and maintain client information - Being aware of and track client engagements and the work in progress as well as the work needed to complete the client engagement. - Coordinate with private banking, wealth management teams and internal resources on client engagements when needed. - Participate or lead various special projects related to planning
Job ID
2021-12769
Category
Wealth Management
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective   As a PBO Senior Preferred Banker, you will be responsible for growing a personal portfolio of business by developing and maintaining customers by offering a full range of First Republic products and services. You will be responsible for understanding the customers financial needs, recommending the right products and services and resolving customer issues as they arise. In this position you will be expected to develop client relationships through positive customer experiences.   What you'll do as a PBO Senior Preferred Banker: - Utilizes all available resources to provide the best solution to ultimately enrich and create a memorable customer experience. - Processes customer transactions according to branch policies and procedures. - Files and maintains bank records in compliance with branch policies and procedures. - Prepares and balances daily work, bank deposits, ATM and Night Depository. - Participates in maintenance of the branch office to represent the office in a positive manner. - Promotes and introduces new banking products and services to customers. - Understands customer needs to refer them to Relationship Managers, Preferred Bankers, and Trust Officers. - Establishes and maintains professional relationships with customers to ensure repeat and referral business and minimize customer attrition. - Proactively seeks ways to develop and expand customer relationships in order to build a book of business and contribute towards meeting individual and branch sales goals. - Actively participate in branch sales promotions.
Job ID
2021-12716
Category
Banking
City
New York
State
NY
Position Type
Regular Employee (REG)
Common goals, uncommon potential The PBO Preferred Banker is responsible for providing quality customer service, cross-servicing banking products, and maintaining branch operations along with the Assistant Branch Manager.   What you’ll do as a PBO Preferred Banker: - Offer to our clients a full range of Bank’s products through in-depth knowledge, and consistently provide service and products based on client needs - Establish and maintain professional relationships with customers to ensure repeat and referral business - Provide high-level customer service to current and potential customers   Branch Support - Process customer transactions according to branch policies and procedures  - Prepare and balance daily work, bank deposits, ATM and Night Depository - File and maintain bank records in compliance with branch policies and procedures - May provide assistance to other branches as needed   Compliance - 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
2021-12676
City
New York
State
NY
Position Type
Regular Employee (REG)
Common goals, uncommon potential   As a Preferred Banking Office Banker (Preferred Banker), you will be responsible for providing quality customer service, cross-servicing banking products and maintaining banking operations.. You will build professional relationships with our clients to establish repeat and referral business, which is our number one source of new business.   What you’ll do as a Preferred Banker: - Advise clients on a full range of banking services using in-depth knowledge to articulate how our products and services can support their needs. - Provide a high level of customer service to current and potential clients to exceed client expectations. - Provide support by processing client transactions according to Bank policies; preparing daily work, bank deposits, ATM and Night Depository, and filing bank records. - Be involved with local organizations and participate in local community events to introduce and expand First Republic’s relationships and reputation. - Minimize organizational risk by adhering to all applicable federal and state laws and ensuring compliance with internal control procedures, department policies, and regulatory banking requirements. - Assist other office locations as needed.
Job ID
2021-12654
City
Livermore
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 will do as a Client Service Associate: - Provide sales and service support (i.e., create, review and distribute various client reports and presentations or assist with client events); may be for current clients or prospects. - 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
2021-12588
City
Menlo Park
State
CA
Position Type
Regular Employee (REG)
What you’ll do as Director, Digital Security Product Management - Create the vision, strategy, and customer experience for our Digital Security solutions. - Build and lead the digital security product roadmap across corporate and consumer online platforms considering emerging security threats, fraud risk mitigation tools, client experience and business needs. - Develop a clear strategic view on new and emerging technologies, market disrupters, threats, and areas of opportunities, with a focus on evaluating digital risk and impact. - Prioritize security related enhancements and, coordinate development efforts across vendor and FRB technology teams. - Partner with Scrum Teams to create user stories, work with technical teams and user experience teams to deliver security related enhancements. - Test and evaluate the effectiveness of security controls and recommend enhancements and improvements. - Collaborate closely with other product managers, designers, and engineers, as well as with Information Security, Fraud, Vendor Management, Digital Technology, Compliance, and Program Management. - Make tough priority calls and trade-offs balancing security, quality, and client experience.
Job ID
2021-12387
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
This position would be part of the PWM technology team that supports a Salesforce Cloud instance with a large user base. This role is expected to provide design leadership in large or complex Salesforce development projects involving application development, migrations, integrations, enhancements to existing applications. This role will work closely with our business partners, to identify and develop new functionalities which add business value on the Salesforce platform. In addition, the Salesforce Architect will establish best practices for coding, deployments processes and mentor a team of Salesforce developers. This position requires understanding of Salesforce data model especially Financial Service Cloud.   What you’ll do as an Salesforce Architect: - Provide hands on design leadership in large or complex development projects involving application development, migrations, integrations, enhancements to existing applications - Assess and develop high level design requirements and communicate the same with development teams. Assess detailed specifications against design requirements. - Analyze cross-functional business processes, identify alternative solutions, assess feasibility, and recommend new approaches via Salesforce enablement. - Help build reusable assets for use, work on Gap Analysis & Salesforce.com Road Map creation - Build and run custom demonstrations and deliver Proof of Concepts (POC) using Salesforce - Develop and author technical business solutions, product presentations, and demonstrations. - Ability to grasp new business process and apply Salesforce platform technology to develop Software Solutions (out of the box and on platform developed solutions). - Ensure the Salesforce.com technical design aligns to overall enterprise architecture and scales well. - Produce Architecture/ high level design documents and other artifacts - Evaluate possible application performance bottle necks at early stages of the implementation & recommend remedial measures - Provide technical leadership and mentoring to a team of Salesforce developer
Job ID
2021-12286
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Looking for a Wealth Platforms Integrations Director to lead an Agile team to support the development and delivery of applications and data integrations solutions across multiple functional domains. This individual must be able to build and lead high performance teams, provide technical expertise in large complex wealth management environments and must have a track record of successfully implementing strategically aligned solutions. This position requires knowledge and experience with leading and implementing Private Wealth domain specific applications and also JavaScript, Python, Node.js, Express.js, Angular, RESTful API development, ES6, Typescript. Need to be able to exhibit experience in detailed requirements analysis, software design, development, testing, and deployment.   What you’ll do as a Director, Wealth Platforms Integrations: - Manage an agile engineering team in technical designing and implementing scalable application and data integrations solutions to meet business requirements adhering to established standards - Collaborate with architects, product managers, and senior engineers within and across scrum teams to design, develop, test and implement strategically aligned Private Wealth Solutions - Responsibilities include ensuring teams’ understanding of requirements, working closely with solution architects to define architecture and solution design and ensure development, timely high quality solution delivery and documentation per SDLC requirements - Provide guidance, mentoring and ongoing coaching to develop team members and managing on and offshore resources - Support the technical project manager on various efforts between various IT and business groups
Job ID
2021-12052
City
San Francisco
State
CA
Position Type
Regular Employee (REG)

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