First Republic Bank specializes in private banking and real estate lending, and First Republic affiliates offer wealth management services, with growing operations in California and New York. We offer excellent compensation and benefits. First Republic Bank and its affiliates are Equal Opportunity Employers.

 

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The Technical Product Lead will play a very important role in the Business Deposits domain supporting various product lines & services within Treasury Management. This role will demand someone having both functional and technical knowledge to collaborate effectively across Lines of Business, Engineering, Infrastructure & Operations units.   What you’ll do as a Technical Product Lead: - Understand business requirements and collaborate with engineers and business owners to deliver on them. - Work with key business stakeholders to create System Requirement Document which translates business requirements into system interface details. - Continuously groom and maintain the JIRA backlog; ensuring it accurately reflects both business priorities and technical feasibility/dependencies. - Establish regular and transparent communication that allow for two-way collaboration between the business and technical teams. - Facilitate cross-functional collaboration - engineering, architecture, design, product development, program management, operations teams, and business units Liaison to PM and Tech Lead to QA tasks, timeline, risks, issues, blockers - Help to coordinate unit testing with developers and functional testing with QA team - Manage day to day activities of QA and regression testing including test assignments, script/case writing, test data requests, test execution - Act as point for data conditioning across QA, UAT & Performance test phases - Responsible for defect mgmt. including logging, tracking and reporting bugs - Liaison to PM and Tech Lead to QA tasks, timeline, risks, issues, blockers - Work with business team to define regression testing scope and test execution - Support management in data gathering for regulatory and third-party reviews - Ensure product is production ready with no critical defects or issues
Job ID
2022-16136
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Business Account Executive, you will help us explore the significant opportunity that exists to expand business and personal banking relationships in each of our key geographies with the Eagle loan product suite. In this role, you will be responsible for helping establish new banking relationships with businesses and, more importantly, the high net worth individuals associated with these businesses, as well as growing relationships with existing clients. In an effort to expand First Republic’s small-business lending portfolio, you’ll focus on building the client base for our Eagle One for Business loan product.   You’ll have the opportunity to work closely with Preferred Banking Offices and Relationship Managers on marketing efforts, joint calls, and follow-up with existing clients and prospects. Further relationship-building opportunities will include obtaining bank deposits; selling additional Eagle Lending products; and providing referrals for investment advisory, trust and other private banking products.   What you’ll do as a Business Account Executive: - Develop high-quality Eagle One for Business loans for clients and prospects by partnering with Relationship Managers and Preferred Banking Offices, building referral networks, and identifying new Eagle One for Business loan clients to the Bank. - Manage your territory’s pipeline of transactions in process, as well as providing client support and vetting the completeness of and completing initial credit analysis on new applications for Eagle One for Business loans. - Assist your Preferred Banking Office colleagues in business development efforts and calling on clients as well as discovering new opportunities to serve the existing client base. - Assist your Preferred Banking Office colleagues in reviewing credit requests, obtaining documentation, and coordinating with Credit Analysis and Credit Approval to ensure that the loans are high quality. - Use critical thinking and independent judgment skills to resolve issues by arriving at alternative solutions and proposals to ensure that the loans are of high quality and that client needs are met. - Further client relationships by bringing in deposits and referrals for wealth advisory, trust and other banking services.   - Work with the Regional Eagle Lending Sales and Service Manager and Deposit division District Managers to develop and implement promotions and other incentives and strategies to drive in quality business. - Meet the goals established in your position-specific incentive program, which will emphasize Eagle Lending production, demand deposits, money market accounts and cross-selling the full private banking relationship. - Create new processes and communication channels to ensure smooth communication and outstanding customer service, and work independently with all constituencies to ensure that issues are resolved, solutions created and transactions closed.
Job ID
2022-16134
City
Palm Beach
State
FL
Position Type
Regular Employee (REG)
The Specialist I, Client Support is responsible for providing professional and knowledgeable assistance to the banking offices via phone, video, email, and chat communications. This includes, but is not limited to procedural, technical, regulatory and functional guidance; ability to identify potential banking concerns and working with management to implement documented solutions. Requires some pre-scheduled availability during evening, weekend, and some holiday hours.   What you’ll do as a Specialist I, Client Support: - Provide internal support to bankers regarding systems and procedures in a high-volume call/email environment. - Continuous training in new policy/procedure and systems - Performs other duties & responsibilities as required or assigned by Management. - Responsibilities include the following:  1) adhering to and complying with 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 enter into a relationship with the Bank. 
Job ID
2022-16133
City
New York
State
NY
Position Type
Regular Employee (REG)
The Field Services (Desktop Support) Analyst I is primarily responsible for the efficient and accurate support and maintenance of systems and applications used at First Republic Bank. This role is part of the field services team which focuses on the direct face-to-face interaction with the business and delivery of technical solutions for all production systems bank-wide. This is a hands-on role, responsible for managing both incidents and service projects in an environment of constantly changing priorities maintaining a high level of accuracy and production.   What you’ll do as a Field Services Analyst I: - Onboarding/Moves/Projects: Image computers for all incoming new hires. Will work directly with hiring managers to obtain start dates and software installations. Organize and prioritize all individual and project moves.  Assist with new floor/PBO buildouts. Participation will require working offsite & overtime, as needed. - Incidents: Primary area of responsibility is effective analysis, troubleshooting and accurate problem solving of technical incidents of varying degree by responding to issues received by Service tracking tool, email, phone or walk up. Includes hardware break/fix, troubleshoot bank software support, for standard operating systems & productivity tools. May require working at remote sites and overtime. In addition, ability to support mobile devices and VPN troubleshooting for laptops. - Communication: Provide prompt, clear and ongoing communication with end users and peers to define clear expectations. Interact with vendor technical support to ensure effective resolution of 3rd party service. - Documentation & Reporting: Actively maintain workload using ticketing system. This includes the timely update of incidents assigned and received through alternate channels. i.e by phone, walk up or email. - After Hours/Weekend Support: You will be part of an After Hours/Weekend Support call rotation.
Job ID
2022-16132
City
Boston
State
MA
Position Type
Regular Employee (REG)
The Returned Mail Specialist is responsible for the daily processing of key functions within Support Services.  The individual must be detailed oriented, able to multi-task, and to prioritize work load.  Work under general supervision and ability to demonstrate good judgment in reviewing forms and that work is processed accurately & timely in accordance with department procedures and Federal Regulations/Guidelines.  The Specialist must be able to make sound decisions and communicate effectively with team members, other departments, and bankers.  This is an individual contributor role responsible for identifying and resolving issues of moderate complexity.   What you’ll do as a Returned Mail Specialist I: - Communicate with internal clients, providing excellent client service and ensuring client relationship is maintained at the highest possible level. - Provide ongoing feedback to improve and efficiency of Support Service’s functions. - Exceptional problem solving proficiency. - Proven ability to handle pressure, multi-task, and prioritize work at all times. - Contribute to ongoing evolution of risk management policies and procedures. - Perform duties and responsibilities specific to department functions and activities. - Performs other duties and responsibilities required or assigned by Manager. - Adhering to and complying with the applicable, federal and state laws, regulations and guidelines, including those related to Anti-Money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) - Adhering to Bank policies and procedures - Completing required training - Identifying and reporting suspicious activity to the AML Officer - Knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank. 
Job ID
2022-16131
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Director of Strategic Partnerships reports to the Vice President, Director of Strategic Partnerships and Brand Expansion, who is based in New York.  As a part of the Social Impact team, this role drives First Republic’s growth by building meaningful partnerships and strengthening changemakers in the communities First Republic serves.   The Director of Strategic Partnerships manages relationships with key nonprofit partners that First Republic supports annually through donations and sponsorships, marketing campaigns, and volunteer service.  The Director of Strategic Partnerships works closely with executives to select strategic partners and steward relationships to build the Bank’s brand, business, and reputation in our West Coast communities. The role requires someone who is motivated by building relationships, problem solving with imagination and a can-do spirit, and providing top client service. Excellent candidates will manage a portfolio of nonprofit partners, listening first to the partners’ needs, pain points, and aspirations and then collaborating across the Social Impact Team, Marketing department, and entire Bank to strengthen and support the partner organization.    What you’ll do as a Director of Strategic Partnerships: - Negotiate sponsorships and manage asset inventory for strategic partnerships on West Coast (Bay Area, Portland, OR, Bellevue, WA) - Activate large partnerships working with executive stakeholders to optimize business development opportunities and serve as a brand champion for First Republic - Interface with colleagues to utilize sponsorship benefits and activate non-profits’ participation in First Republic’s client events - Create marketing content highlighting key partnerships through internal and external communications, including paid and earned media as appropriate. - Cultivate corporate relationships with Executive Directors, Chief Financial Officers, Development Directors, Board members, and other key stakeholders at target nonprofit organizations - Collaborate with Relationship Managers and Nonprofit Business Bankers to prospect nonprofit organizations - Oversee the Bank’s participation in gala events, identifying bank hosts and client invitees, staffing with volunteers, and attending events as needed - Collaborate with Nonprofit Marketing colleagues to maintain inventory of existing non-profit partnerships and re-assess portfolio annually - Oversee Strategic Partners team budget, tracking against quarterly targets and reporting regional and departmental budgets for marketing oversight.
Job ID
2022-16129
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
As a PBO District Banker, you will provide quality client service, cross sell bank products and maintain operations at our Preferred Banking Offices (i.e., bank branches). We’ll look to you to demonstrate First Republic’s core values and offer an extraordinary client experience.    What you’ll do as a PBO District Banker: - Demonstrate thorough knowledge of all Preferred Banking Office operations and banking policies and procedures. - Create a memorable client experience; establish and maintain professional relationships with clients to ensure repeat and referral business. - Demonstrate thorough understanding of all banking products and client need - Handle daily activities of the bank, such as processing transactions; maintaining bank records; and preparing and balancing daily work, bank deposits, ATM and night depository. - Participate in maintenance of the office to represent the office in a positive manner. - Promote and cross sell new banking products and services to clients as well as understand their needs to refer them to Relationship Managers, Preferred Bankers and Trust Officers. - Actively contribute to attaining individual and office sales goals.
Job ID
2022-16128
City
Mill Valley
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential The primary function of the Client Service Specialist is to provide a wide range of sales, service, administrative and relationship management support to assigned Relationship Managers. Acting as the liaison between the clients, Relationship Managers and the Operations team this position requires strong relationship management skills in order to build strong, successful partnerships between all parties. Client Service Specialist will support high producing Originator(s) in the preparation, review and processing of complex loans. This position also involves submitting files, requesting loan conditions, as well as communicating with clients and realtors. Handles customer inquiries, researches, and ensures appropriate and timely resolution while meeting all regulatory compliance and achieving a high level of customer service. What you'll do as a Client Service Specialist: - Provides support to our Relationship Managers as well as building a relationship with the borrower. - Communicates with Relationship Managers on pipeline reports to ensure timely preparation of the loan process. - Assists with collection of application items, including ordering credit, entering the application, requesting financials and/or other documents required for loan approval, customer follow up, and application tracking. - Directs customers through the loan process, often working with complex loans. - Monitors loans and ensures that information including, financials, guarantor information, tax returns, etc. are obtained. Partners with Relationship Manager to discuss past due items. Contacts clients to request missing items. - Leads a variety of customer services activities including responding to requests, researching discrepancies, and resolving issues. - Ensures compliance with banking policies, lending practices and regulatory process statutes, such as Patriot's Act, Reg B, HMDA, etc. - Maintains knowledge of banking/Lending products and services, as well as knowledge of the industries or market areas served. - Acts as a main point of contact on daily operational questions for processing team. - Assists in training of new lending assistant staff and mentoring of existing lending assistant staff. Acts as a main point of contact on daily operational questions for lending assistant team. - Assists with additional duties as assigned. - Complies with all related Federal, State and Industry laws and regulations pertaining to Banking. - Experience with many types of client tax returns, understanding W-2, K-1 and various types of cash flow analysis. - Review received documentation within 24 hours for discrepancies, omissions, asset and income verification and updates based on verified information - Attend any and all branch/team meetings as requested. - Provide sales and service support (i.e., create, review and distribute various client reports and presentations or assist with client events); may be for current clients or prospects. - Research and respond to client inquiries and/or problems of high net worth clients, including account change requests; escalate issues as appropriate. - Assist with phone calls to prospects and clients, schedule all client-related appointments, and coordinate client mailings/invitations to company events - Provide general administrative support such as managing logistics and refreshments for meetings, answering incoming telephone calls, managing incoming emails/faxes, filing, submitting business expense requests, schedule appointments and distributing mail.
Job ID
2022-16127
Category
Lending
City
Boston
State
MA
Position Type
Regular Employee (REG)
Common goals, uncommon potential The QA Specialist position is responsible for all first-level review of new accounts and account changes which involves reviewing documentation, all applicable Bank systems and KYC to ensure all accounts are in line with policy and Bank procedures.  Additional responsibilities include properly maintaining findings within the QA Documentation Databases and Logs for assigned accounts. A proficient understanding of deposit documentation requirements, KYC and complex business structures is preferred for this position.   What you’ll do as a Deposit Quality Assurance Specialist: - Review new accounts as well as change requests as assigned by QA Assistant Manager/Manager and update the QA Documentation database with exceptions as applicable. Properly communicate issues with Preferred Bankers in a clear and concise manner. - Review KYC for completeness and quality of content. Escalate any issues or hard stops to QA Management to ensure proper protocol is followed in a timely manner. - Review and clear pending exceptions in a timely manner. Work with Assistant Manager/Manager, when necessary, to resolve any outstanding items. - Answer questions raised by Preferred Bankers regarding Deposit Procedures. - Familiarize and review all policy and procedure (P&Ps) updates on Bank policy, internal QA procedures, and BSA/AML KYC policies on Bank intranet as frequently as necessary in order to proactively identify opportunities to improve the quality of reviews. - Assist with research on various reports and projects as needed. - Perform duties & responsibilities specific to department functions & activities, and other duties & responsibilities as required or assigned by Management. - Provide oversight to ensure compliance with BGB and regulatory requirements on (a) Deposit Documentation (New Accounts, Supersedes, and Miscellaneous) (b) Regulatory Documentation (KYC, Signature Cards, review) (c) Ensure documents imaged are uploaded with quality (d) Identify any rejects/issues with Imaging/FP and escalate to QA Management  (e) Other tasks related to account documentation as assigned to support the team. - Additional responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Job ID
2022-16122
Category
Banking
City
Boston
State
MA
Position Type
Regular Employee (REG)
As an engineer, you’ll be part of a small team that develops and manages a heavily used internal application by our bankers to serve our clients. This team is passionate about adding business value by means of delivering high quality technical solutions and offering exceptional support to our business partners.   What you’ll do as a Full Stack Software Engineer: - Involvement in the end to end software life cycle – from birth of an idea to continued production support. - Extract technical specs from business requirements and implement a solution with a foresight to be scalable and maintainable. - Develop and prepare documents for the general design of solutions that meet system and security requirements. - Work closely with business analysts and other technical partners in driving the projects and see through to completion. - Take ownership and responsibility of your deliverables and communicate proactively.
Job ID
2022-16121
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Software Developer will act as the primary technical resource for a suite of applications in the Consumer Deposits space at First Republic Bank. The Consumer Deposits team works on initiatives including Cards and Item Processing. The Software Developer will specialize in leading various 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 subject matter expert for the Consumer Deposits team working primarily on software development and engineering tasks that integrate with multiple vendors - Design, implement, and troubleshoot our enterprise applications, and work in close coordination with other Developers, 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 - Create standards for application development and overall development best practices - 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 You could be a great fit if you have: - Bachelor’s degree in computer science or related field - 3-5 years of experience with one or more mainstream programming languages such as Java, JavaScript, Angular/AngularJS, Python, C#, etc. and an interest to learn more. Spring Boot and JavaScript experience preferred - 3-5 years of hands-on experience designing & implementing full stack solutions following software development and engineering best practices and industry standards - Experience with message queues, container orchestration, etc. - Experience with both SQL and NoSQL as well as their relevant data modeling patterns - AWS experience (nice to have) - Professional Skills/Competency - Understanding and experience deploying, troubleshooting, and integrating with Web Services - Experience consuming and building RESTful APIs - Knowledge of databases and database technologies (relational and non-relational) - Basic understanding of certificates, SSL handshakes, encryption - Outstanding verbal and written communications skills with the ability to listen, articulate positions, and influence outcomes beyond direct areas of ownership - Consistently demonstrates and follows high standards of integrity in business decision-making - A positive, enthusiastic attitude and the ambition to tackle challenging issues - Looks toward the broadest possible view of an issue/ challenge; can easily pose future scenarios; can think globally about all aspects of the Bank; can discuss multiple considerations of an issue and forecast them into the future; understands how the Bank works, competes, serves clients, and generates shareholder value - Able to understand how business requirements translate into technical solutions - Must be proficient participating in and leading integrated process teams, as well as coordinating and communicating customer requirements - Can quickly find common ground and solve problems for the good of all; is a team player and encourages collaboration
Job ID
2022-16120
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Principal Architect will define the Technology Architecture, Strategy and Roadmap for Lending Solutions at FRB. Will work cross-functionally with architects across the bank, technology and business leaders in Lending Business Unit, and with technology and architecture leadership at the bank. Working under the Business Technology Partner and the bank’s Chief Architect, you’ll help refine and develop software solution architectures and guide teams toward successful delivery of high-quality software. This will include a high degree of interaction with development, operational, and security teams to ensure that software quality is reflected throughout the stack.   What you’ll do as a Principal Architect: - Create Technology Architecture and Design for new Lending initiatives that conforms to FRB Enterprise Architecture standards. - Serve as a software quality expert to Lending development teams, providing technical mentorship to development teams and other architects. - Review code written by Lending development teams to ensure it conforms with First Republic’s standards. - Collaborate with solution architects and enterprise architects to ensure software implementations align with client and business needs and non-functional requirements. - Define strategic approaches and identify process improvements that raise the software quality bar. - Create and maintain software patterns that help teams build reliable, scalable, and fault-tolerant services and applications. - Ensure that the software solutions meet the bank’s Information Security requirements. - Validate if technology solutions proposed by vendors work in the FRB environment.
Job ID
2022-16119
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential:   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
2022-16118
City
New York
State
NY
Position Type
Regular Employee (REG)
Common goals, uncommon potential:   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
2022-16117
City
New York
State
NY
Position Type
Regular Employee (REG)
See service from a higher perspective As a Trust Associate, you will primarily assist designated Trust Officers in the daily administration of all types of accounts. This includes daily review of all transactions and cash reports; preparation of all necessary paperwork for cash receipts and disbursements and fielding routine inquiries and requests from clients and business partners. In addition, you will be responsible for setting up new accounts in Sungard AddVantage.   What you’ll do as a Trust Associate: - Various administrative tasks (including, but not limited to, travel arrangements, expense reports, scheduling meetings and conference calls, answering phones, managing invitation lists, electronic filing of documents, sending out correspondence). - Input Account Record data on Sungard Addvantage, including set up of proxies, statements, and 1099 - Daily review of transaction journals and cash reports. Where applicable, manually manage cash activities for each - Assist in completing initial and annual account - Review overdraft reports and ‘cure’ overdrafts where applicable - Review fee maps and authorize the release and - Conduct research work in order to answer clients' - Sort and review mail for trust officers - Prepare trade tickets for trades executed by the trust officers with - With Trust Officer approval, prepare tickets/entries to move cash to/from accounts and ledgers to cover overdrafts - Coordinate and produce all DTC-related activities, reports, packages and - Prepare same-day or future disbursement entries pursuant to requests and approvals - Where necessary, send out confirmation letters on disbursement requests via telephone. Conduct disbursement call backs on fedwires. Reprint statements as - Where necessary, update the account synoptic and account records, update name and address records. Where necessary, administer investment manager Excel - As required, maintain and print ticklers for trust - Serve as liaison between Administration and Operations including securities related activities. - Administer low-maintenance accounts with minimum supervision from the Trust - Perform duties & responsibilities specific to department functions & activities or as assigned by - 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 -  
Job ID
2022-16116
City
Palm Beach Gardens
State
FL
Position Type
Regular Employee (REG)
Client Service Manager: Our Client Service Managers report into the Head of Client Service and Transition Management for Private Wealth Management. These leaders are responsible for hiring, developing, and managing large teams of Client Service Professionals and provide direct support to our Wealth Management Teams in partnership with our Regional Business Leaders.    The Client Service Manager is a high visibility role that is mission critical to the future growth and success of First Republic and, specifically, Private Wealth Management.  These individuals are expected to effectively direct service and change management efforts, oversee individual and team employee relations, and drive strategic initiatives.    Successful candidates need to be self-starters with an entrepreneurial spirit as First Republic strives to continuously improve the client and employee experience. The ability to thrive in a dynamic, constantly changing environment with sound judgement in high stakes situations is required.   Role and Responsibility Overview: There are three primary aspects to the work that the Client Service Manager will be responsible for: (1) service and change management (2) individual and team employee relations oversight, and (3) organizational and strategic leadership. Each of these three areas are described in further detail below. Service and Change Management: - Liaise with cross-functional partners to troubleshoot complex client requests, identify and implement process improvements/training opportunities, and streamline operational/service efficiencies to drive a better client and employee experience - Lead standing change management meetings to provide timely, tactical, and actionable updates to keep the field informed, solicit group-think insight, and address key concerns and questions accordingly - Coordinate standing professional development meetings tailored at a functional level to foster personal and professional development opportunities and deliver a more robust client service model to Wealth Managers and Clients - Steer cross-functional department stakeholder meetings to identify service improvement opportunities, collaborate on comprehensive solutions, and design holistic change management strategies Individual and Team Employee Relations Oversight: - Partner with Regional Business Leaders and Wealth Managers to understand team business models and projected growth plans to recommend service-related best practices, evaluate and align resources to maximize team efficiencies, and forecast headcount and compensation requirements - Lead individual standing check-ins to offer personalized interpersonal and professional development guidance, monitor goal progression and adjust as needed, and partner with Wealth Managers on assessing performance/potential status checks throughout the year to consistently manage expectations across all impacted parties - Participate in national semi-annual Talent Assessment offsites to conduct a comprehensive 360 assessment of individual contributors in comparison to relative peer groups, apply and evolve performance and potential evaluation standards, and determine ways to measure success consistently across the team - Promote Firm culture through team building events, interpersonal and technical skill development opportunities, and demonstrating our corporate values through mindful leadership Organizational and Strategic Leadership: - Build partnerships and cross-functional engagement across wealth management teams and other lines of business to drive department-wide improvements, enhancements, and service-related standards - Drive service and operating efficiency enhancements to manage headcount expense, improve net promoter scores, and increase employee productivity and satisfaction - Partner with PWM Technology to identify and prioritize business requirements, set and execute change management strategies and training solutions, and escalate user experience and adoption concerns where applicable - Develop and maintain a top talent recruitment and retention strategy through competitive training and development programs, comprehensive compensation plans, and client and employee centric corporate values Additional responsibilities for this role include: 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
2022-16115
City
New York
State
NY
Position Type
Regular Employee (REG)
See service from a higher perspective As a Senior 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 Senior 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
2022-16114
City
Menlo Park
State
CA
Position Type
Regular Employee (REG)
As a Lead Full Stack Engineer, you will be a key contributor to our rapid growth by joining a dynamic and motivated environment of passionate technology and business experts dedicated to demonstrable improvements.  You will lead teams creating responsive and innovative solutions used by our colleagues in Sales, Mortgage Operations, Secondary Marketing and Collateral Valuations.  This job requires someone who is collaborative and seeks ownership of solutions.   What you’ll do as a Lead Full Stack Engineer: - Design and code custom JavaScript software programs, APIs and Micro Services to integrate best-of-breed technologies used by multiple stakeholders in Lending. - Collaborate with architects, developers, security specialists and vendors on innovative solutions to complex business problems, using cloud-based technologies. - Lead, evaluate and oversee software development solutions written by vendors and colleagues. Conduct code and design reviews and collaborate closely with solution, cloud and security architects. - Communicate with product managers, business analysts and end-users daily to deliver technology solutions for their business and operational objectives. - Translate designer mock-ups, wire frames and data flows into POCs using UI tools such as HTML5, CSS and AngularJS. - Be highly collaborative with product management and technical support where feedback is used for continuous improvement with iterative deliverables.
Job ID
2022-16106
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Discover the independence to grow and drive change   We are a data-driven team: data and analytics are central to everything we do and underpin all the functions of the Bank. This position will work with the Bank’s regional management, sales, and operations teams to maximize the value of our data towards making more informed decisions, servicing clients, and capitalizing on competitive opportunities in increasingly sophisticated ways.    What you’ll do as a Quant Analyst: - Independently partner and work with cross-functional teams to identify opportunities and operational enhancements, as well as implement innovative solutions using analytical models to solve business requirements/challenges - Research, explore, and enable new quantitative techniques and technologies in data science - Drive thought leadership and embrace emerging industry innovation - Take pride in and own your work - Create documentation and maintain version control for all deliverables What you’ll do working in the Operations Analytics Team: - Hands on analytics, dashboard and tooling utilizing libraries, frameworks, and data - Support the growing analytical needs of our business and operations with a focus on maintaining our highest level of customer experience - Partner with business leaders to provide data insights into business operations and staffing metrics - Develop analytics to improve operations across deposit and lending businesses - Work with Eagle Intelligence and partner with other technology teams to improve our data to enable our teams to better understand units of work and staff capabilities  
Job ID
2022-16105
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Under the general direction of the Senior Director of the PMO, the Program Manager is a leader within the PMO and business partners, and manages large enterprise projects and/or individual programs consisting of inter-related and concurrent projects with a goal of actively and consistently supporting all efforts and enhancing the overall customer experience.  The individual specializes in infrastructure and development delivery, is extremely adaptable, mentors PMs on the Project Process, manages and provides leadership for highly complex programs or projects.  The role collaborates to define scope, requirements, project governance, design, testing, timeline, budget and mentors PM’s and Scrum master in required Agile processes.  The role requires exceptional communication skills and an ability to build and maintain working relationships with team members, vendors, and other departments involved.  The Program Manager collaborates with the PMO and the business to identify and manage the program and project pipeline for the specific business line.  The position may lead/and or direct the work of others.   What you’ll do as a Program Manager: - Manages large strategic projects or a set of projects as a cohesive program including capital planning, business case development, planning, reporting, and execution. Track’s project and program status and creates delivery roadmaps working in partnership with executive IT leadership and technical teams to ensure clear communication of the on-going development and implementation of all initiatives. - Oversees project managers and scrum masters working across a large program providing purpose, guidance and motivation to all team members. Performs critical team resource management and performance management to ensure project objectives are delivered on-time and within budget. Executes on-going monitoring and continuous improvement plans to insure team is executing with optimal efficiency. - Serves as an overall leader and liaison between various business units, vendors, Information Systems, Information Security, Internal Audit, and impacted business units. - Adheres to, contributes toward, and mentor other project managers and scrum masters on the Corporate and Department Project Process as needed and contributes continual improvement. This includes adherence to budgeting, financial forecasting, cost accounting and project management standards across the program.  Ensures all issues and risks are clearly monitored and managed across the entire program. - Ensures adherence to overall program and project control point compliance. - Represents the PMO in rationalizing a set of projects into a program on behalf of business and/or technical units. - Assists Information Systems management in data gathering for regulatory and third party reviews. - Maintains a flexible work schedule. - Perform other duties when assigned.
Job ID
2022-16102
City
San Francisco
State
CA
Position Type
Regular Employee (REG)

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