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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This role will report to the Head of the Enterprise Portfolio Office, but will be matrixed to other Agile leaders throughout the bank, i.e. the Digital Portfolio Team, Wealth Management Portfolio Team, Eagle Lending portfolio team, etc.   The successful candidate is expected to be extremely adaptable, has exceptional communication skills, and an ability to build and maintain working relationships with many cross functional team members and vendors.   The Vice President, Enterprise Agile Transformation is responsible for leading an organizational shift to Agile and then maintaining and maturing FRB’s approach to Agile delivery. This leader will be knowledgeable in best practices for software development and project / product management using Agile methodologies. The successful candidate is a change agent and has successfully demonstrated leading transformational change within an organization on multiple occasions. A key required skill will be the ability to unify FRB’s various business areas, standardize Agile at FRB, and influence others on the use of best practices. FRB will continue to execute certain projects using a waterfall methodology and this role will support a hybrid delivery model, pushing Agile where it makes sense and adds value.   The role is a key strategic partner with various technical, product management, and line of business product owner groups.   What you will do as a Vice President, Enterprise Agile Transformation: - As a people leader, manage, develop, and grow a team of Agile SME's and Agile Coaches, building a high performing Agile Transformation organization - Build upon and execute the recommendations that will be coming from a current consulting engagement with an Agile Transformation Vendor - Refine, own, and execute the FRB Enterprise Agile Transformation roadmap - Lead the ATO (Agile Transformation Office) and host the Agile Alliance community events and meetings - Refine and report out on transformation OKR’s, indicating progress of the transformation across the enterprise - Develop training curriculums and deliver training as needed - Work with FRB’s Agile coaches to deliver a standardized coaching approach and experience for our stakeholders - Embed with existing scrum teams where necessary to observe impediments raised by the scrum teams that they cannot resolve themselves - Develop a change management plan and a target operating model - Partners with ‘ancillary’ functions as needed, specifically information security, compliance, enterprise risk management and other technical and operational units. This requires a broad and thorough understanding and experience with bank operations and supporting technology. - Understands the requirements of a highly regulated bank and provides the ability to define agile processes that will stand up to various audits - Works with other teams inside the EPO to adapt program and portfolio management artifacts and incorporate agile concepts where needed - Considers continuous improvement of Sprint release processes to maximize team performance and partners with Enterprise Release Management to optimize release cadences and dependency management where necessary - Observes Scrum Ceremonies and release planning meetings with other teams as needed.   - Mentor more junior team members on Software Development processes and best Agile practices
Job ID
2022-17014
Category
Information Services
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Under minimal supervision, the Accountant will perform a variety of routine duties in the Accounting Department which includes, but is not limited to daily and monthly reconciliation, analysis and certification of various General Ledger accounts and research of outstanding items and adjustments.  In addition, the Accountant will be responsible for inputting journal entries and maintaining accounting records.   What you'll do as an Accountant: - Prepare journal entries from internal and external sources with proper documentation. - Reconcile and certify various General Ledger Accounts within daily, monthly and quarterly deadlines. - Analyze data for daily reconciliations, complete ad hoc reports with analytical components, and prepare trend analysis for senior management. - Identify, research, and problem-solve GL account outages and/or internal control issues. Contact internal and external business partners to resolve outstanding issues when necessary. - Support the accounting team in meeting month end closing deadlines. - Assist management on fulfilling audit requests and responding to any inquiries from internal and external auditors. - Organize and maintain updated accounting procedures respective to assigned tasks.  - Assist in various projects as needed. - Review standard journal entries for accuracy and completeness. - Perform duties and responsibilities specific to department functions and activities. - Performs other duties and 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 customer(s) that enters into a relationship with the Bank. - DISCLAIMER 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
2022-17009
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
First Republic Bank is seeking a dynamic leader with a passion for software development lifecycle at a financial institute who has a knack for automating entire development journey end to end along with governing the steps/process of doing in-house software development at the bank. The Senior Director of Developer Experience role will define the toolkit, vision and lead the following teams - DevSecOps – Automated build and deployment with modern CI/CD concepts throughout the delivery lifecycle on prem and on the cloud - QA Automation platforms – Build a platform that allows all teams at the bank to build automated QA capabilities consistently along with performance testing automation. - SDLC – Define and govern SDLC process and tools at the bank. He/She will collaborate intensely with dedicated engineering teams within IS and outside in business to understand their perspectives and needs. The ideal candidate has a demonstrated talent for working with various teams and bringing order to define an auditable process that is defendable to regulators.  He/she will be responsible for defining a roadmap and communicating the improvements/enhancements to the enterprise-wide teams. In this role, you will work with developer/delivery experience team, Enterprise Architecture, Data and Product teams internally to solve top items related to DevSecOps, QA Automation and SDLC. You will work closely with our engineering teams, business technology teams, and executive teams to deliver the roadmap and articulate the efforts around your responsibility areas. You will partner with engineering teams and leads to deliver product releases with enhancements and improvements in line with enterprise strategy and policies.   What you’ll do as a SeniorDirector, Developer Experience - Own devsecops, QA Automation and SDLC for the bank and drive continuous improvements - Evangelize products and processes across the enterprise - Attend conferences and evaluate products to formulate point of view on features / trends in the industry and how our products can evolve to take advantage of innovations in the industry. - Track usage and adoption of the tools and processes being introduced to ensure adherence and address gaps. - Represent SDLC in front of internal audit and FDIC on SDLC for FRB - Define roadmaps to communicate high level direction and sequence to sponsors, stake holders and delivery teams - Oversee backlog and prioritization, ensure to articulate requirements as epics and user stories. - Work with various delivery teams to resolve solutions to top problems using our products/platforms. - Manages resolution of issues by coordinating appropriate teams and serves as an escalation point for technical issues and concerns - Communicate effectively across the organization about the strategy, progress impact and execution to show commitment towards improving developer operations and in turn improve maturity of software development at the bank.
Job ID
2022-17008
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
We are looking for a tenured technical executive with a track record of transformation who can partner with business leaders to build and run the strategic data platforms, data driven product and services. The successful candidate will be part of the Information services leadership. This role will be designed and resourced to allow for all Data Technologies & platform-related efforts and to put it at the heart of the FRB technology strategy.    What you'll be doing as Senior Director of Engineering, Enterprise Data and Eagle Intelligence - Establish Data Management and Solution Architecture to modernize and build data platforms and services. - Provide technology leadership and hands-on solution architecture expertise by partnering with business & product teams to build data driven products, data services and reusable frameworks - Provide Engineering leadership for DevSecOps solutions using Docker, Terraform Enterprise, GitHub, and Jenkins to automate various tasks for CI/CD in the AWS cloud. - Own and lead the development of new standards, best practices, and frameworks that ensure robust data pipeline creation & maintenance (e.g., dev ops, CI/CD, peer code reviews, knowledge sharing, support model, etc.) - Build and maintain tools and infrastructure for efficient software and AI/ML development and operations - Build positive relationships and partnership with cross functional leaders, internal users, peers, engage key business stakeholders. - Oversee the design, scoping, implementation, and testing in short agile release cycles of in-house development and vendor implementations end-to-end. - Perform prioritized planning and execution of the product development and release schedules while iteratively defining & refining development processes as the team grows. - Drive continuous process improvements - Setting up and lead a high performing team 
Job ID
2022-17007
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential   As a Preferred Banking Office Banker (Preferred Banker), you will be responsible for providing quality customer service, cross-servicing banking products and maintaining banking operations. You will build professional relationships with our clients to establish repeat and referral business, which is our number one source of new business.   What you’ll do as a Preferred Banker: - Advise clients on a full range of banking services using in-depth knowledge to articulate how our products and services can support their needs. - Provide a high level of customer service to current and potential clients to exceed client expectations. - Provide support by processing client transactions according to Bank policies; preparing daily work, bank deposits, ATM and Night Depository, and filing bank records. - Be involved with local organizations and participate in local community events to introduce and expand First Republic’s relationships and reputation. - Minimize organizational risk by adhering to all applicable federal and state laws and ensuring compliance with internal control procedures, department policies, and regulatory banking requirements. - Assist other office locations as needed.
Job ID
2022-17006
City
Boston
State
MA
Position Type
Regular Employee (REG)
The Senior Data Engineer works with product managers, business/data analysts in the implementation of data driven solutions to solve for complex business analytics problems. The data engineer supports Enterprise Data and Client Insights (EDCI) department in building centralized data assets in support of banking operations, sales organization, cross-functional analytics and reporting. The data engineer will have the opportunity to work with multiple business units on building and improving the data infrastructure in one of multiple corporate project initiatives that span around bank’s consumer and commercial loan originations, monetary transactions, non-monetary transactions such as call center data, client contact information and omni-channel client interactions. The individual will work with Data SME’s, Business SME’s, Product Managers and Technical teams in the development and delivery of data driven solutions to cater towards users that shall use the enriched information for analytics, quantitative modeling, internal and external reporting.   Essential Duties and Responsibilities: - Build and Deliver data driven products and solutions in support of enterprise Marketing and communications efforts. - The candidate will need to have good understanding of banking domanin, client data model, financial products and transactions activity - Develop data models and structures to support reporting around client interactions & engagement with the bank, audience selection for marketing campaigns etc. - Develop good data controls to establish lineage, metadata and ensure higher quality of data - Design semantic layer to support static reports and dynamic dashboards - Participate in the design and integration of Real Time Transactions data - Design and Develop Data pipelines using SnowSQL and Python. Should be familiar with core Python packages like Pandas, Matplotlib, Numpy, TensorFlow, PyTorch. - Well conversant with API development life cycle from end to end API build perspective and good to have experience in deployment on OpenShift. Plus if API is developed using Python framework. - Multidisciplinary work supporting data pipelines, data warehouses and reporting services - Design and develop data movements using Snowflake capabilities like Snow SQL, Tasks, Streams, Time travel, Data sharing and stored procedures - Follow data standards, resolve data issues, complete unit testing and system documentation for ETL processes - Collaborate with IT operations and testing organizations to ensure timely releases of projects and make sure database environments are sustainable, code migrations to production. - Collaborate with business analysts, subject matter experts, and other team members to determine data extraction and transformation requirements - Use Big Data technologies such as Kafka, Snowflake and related technologies to store, curate, process and publish datasets for consumption by downstream business users and applications - Identify, design, and implement internal process improvements: automating manual processes, optimizing data delivery, re-designing infrastructure for greater scalability etc. - Create solutions utilizing industry standard dimensional models and data architecture to support business users that include data scientists, analysts and non-technical functional users - Respond quickly to bug fixes and enhancement requests and be able to take directions and complete tasks on-time with minimal supervision - Follow coding best practices-Unit testing, design/code reviews, documentation etc
Job ID
2022-17005
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Data Engineer works with product managers, business/data analysts in the implementation of data driven solutions to solve for complex business analytics problems. The data engineer supports Enterprise Data and Client Insights (EDCI) department in building centralized data assets in support of banking operations, sales organization, cross-functional analytics and reporting. The data engineer will have the opportunity to work with multiple business units on building and improving the data infrastructure in one of multiple corporate project initiatives that span around bank’s consumer and commercial loan originations, monetary transactions, non-monetary transactions such as call center data, client contact information and omni-channel client interactions. The individual will work with Data SME’s, Business SME’s, Product Managers and Technical teams in the development and delivery of data driven solutions to cater towards users that shall use the enriched information for analytics, quantitative modeling, internal and external reporting.   Essential Duties and Responsibilities: - Build and Deliver data driven products and solutions in support of enterprise Marketing and communications efforts. - The candidate will need to have good understanding of banking domanin, client data model, financial products and transactions activity - Develop data models and structures to support reporting around client interactions & engagement with the bank, audience selection for marketing campaigns etc. - Develop good data controls to establish lineage, metadata and ensure higher quality of data - Design semantic layer to support static reports and dynamic dashboards - Participate in the design and integration of Real Time Transactions data - Design and Develop Data pipelines using SnowSQL and Python. Should be familiar with core Python packages like Pandas, Matplotlib, Numpy, TensorFlow, PyTorch. - Well conversant with API development life cycle from end to end API build perspective and good to have experience in deployment on OpenShift. Plus if API is developed using Python framework. - Multidisciplinary work supporting data pipelines, data warehouses and reporting services - Design and develop data movements using Snowflake capabilities like Snow SQL, Tasks, Streams, Time travel, Data sharing and stored procedures - Follow data standards, resolve data issues, complete unit testing and system documentation for ETL processes - Collaborate with IT operations and testing organizations to ensure timely releases of projects and make sure database environments are sustainable, code migrations to production. - Collaborate with business analysts, subject matter experts, and other team members to determine data extraction and transformation requirements - Use Big Data technologies such as Kafka, Snowflake and related technologies to store, curate, process and publish datasets for consumption by downstream business users and applications - Identify, design, and implement internal process improvements: automating manual processes, optimizing data delivery, re-designing infrastructure for greater scalability etc. - Create solutions utilizing industry standard dimensional models and data architecture to support business users that include data scientists, analysts and non-technical functional users - Respond quickly to bug fixes and enhancement requests and be able to take directions and complete tasks on-time with minimal supervision - Follow coding best practices-Unit testing, design/code reviews, documentation etc
Job ID
2022-17004
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Financial Intelligence Investigator ("FININT") will conduct meticulous analyses of assigned alerts within the production and rule development environments. The FININT may support varying teams and tasks within FIU.  A high level summary of the requirements for this job includes, but is not limited, to the following.   What you'll do as a Financial Intelligence Unit Investigator: - Conduct investigative/intelligence research of alerted client account activity originating from a transaction monitoring system and review for potential money laundering, terrorist financing, and other financial crime activities. - Conduct investigative/intelligence analysis of collected information derived from varying sources such as, internal bank records/KYC documentation, banker contact, external search engines and open source websites. - Ability to investigate and understand varying types of client profiles related to First Republic Bank’s product offerings. (i.e. Alternative investments, hedge funds, PE/VC firms, among others). - Draft assessment summaries and other written investigative/intelligence products to support decisions and recommendations. - Work effectively across varying groups and teams within the AML Operations environment as well as the AML Solutions & Analytics environment. - Meet key team performance standards while additionally setting personal performance goals in a production environment. - Participate in key trainings and learning opportunities and seek additional knowledge acquisition proactively. - Performs duties & responsibilities specific to department functions & activities as well as other projects assigned by the Manager. - Additional responsibilities 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, USA PATRIOT Act, etc.) and the Office of Foreign Assets Control Economic Sanctions Enforcement Guidelines 2) adhering to Bank policies and procedures, 3) completing required training, 4) other duties as assigned. 
Job ID
2022-17003
Category
Compliance
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
First Republic’s “Continuous Process Improvement” (CPI) department is a key contributor to the scalability of the business. With a focus on empowering our people to deliver extraordinary service, the CPI team partners across the enterprise to improve operational capabilities and the Bank’s products.   What you’ll do as an Senior Analyst: - Research and document key processes from across the bank to identify controls, breakpoints, and opportunities for automation and streamlining. - Collaborate with lines of business to design and implement enhancements that improve operational excellence, transparency or cost savings. - Own the end to end analysis, including system requirements, user acceptance testing, change management, communication strategies and monitoring of results. - Perform qualitative and quantitative analysis and measure impact of implement initiatives. - Act with a sense of purpose and a sense of urgency.
Job ID
2022-17000
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential     As a Preferred Banking Office Banker (Preferred Banker), you will be responsible for providing quality customer service, cross-servicing banking products and maintaining banking operations. You will build professional relationships with our clients to establish repeat and referral business, which is our number one source of new business.   What you’ll do as a Preferred Banker: - Advise clients on a full range of banking services using in-depth knowledge to articulate how our products and services can support their needs. - Provide a high level of customer service to current and potential clients to exceed client expectations. - Provide support by processing client transactions according to Bank policies; preparing daily work, bank deposits, ATM and Night Depository, and filing bank records. - Be involved with local organizations and participate in local community events to introduce and expand First Republic’s relationships and reputation. - Minimize organizational risk by adhering to all applicable federal and state laws and ensuring compliance with internal control procedures, department policies, and regulatory banking requirements. - Assist other office locations as needed.  
Job ID
2022-16999
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Access Administrator is responsible for maintaining application, database, server and network access using various applications and tools.  Responsible for completing access requests and ensuring timely handling, monitoring departmental queue for requests and ensuring work product is in compliance with Policy, Standards and Procedures.  Analyzes requests to various business systems and applications, including creation, deletion and modification of access within business roles and groups, as required.   What you’ll do as an Access Administrator: - Responsible for provisioning/de-provisioning of access to applications, infrastructure and operating systems as per established Policy, Standards and procedures. - Responsible for updating and resolving request tickets and ensuring timely settlement of assigned user requests and issues as outlined by Service Level Agreements. - Well versed with following processes: New Hire On-Boarding, Employee Off-Boarding, Department Transfers, Access Remediation, and Privileged Access. - Assist with troubleshooting and problem analysis by working with other teams, vendors or users in diagnosing and resolving users access issues. - Assist with unique/complex security access requests including internal and external audit and disaster recovery testing.
Job ID
2022-16998
Category
Information Security
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
First Republic Bank is seeking a Systems Engineer expert to support enterprise server instances, virtual application and desktops across private/public cloud services. You will be a member of a talented team of engineers that demonstrate outstanding technical competency, delivering mission critical infrastructure and ensuring the highest levels of availability, performance, and security through automation.   What you’ll do as a Systems Engineer: - Must have in-depth knowledge technical with Windows & Citrix servers, Active Directory, PowerShell, DNS that is required in solving complex Infrastructure issues in both private VMWare and AWS, Azure cloud environments. - Work in a cross-functional team to support, design and engineer solutions to complicated problems. - Write and deploy PowerShell scripts that will be used for provisioning infrastructure and applications across enterprise.  - Provide exceptional support, engineering, and escalation for the bank’s enterprise servers, across private and private cloud services. Also expected to participate with on-call rotation. - Delivery of the infrastructure solution includes a variety of skills including infrastructure architecture; scripting/automation and configuration of the infrastructure, as well as work independently on projects with limited supervision.  
Job ID
2022-16997
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Sr. Marketing Manager will report to the VP, Deposit Marketing. S/he will be an integral part of the Deposit Marketing team focusing on key marketing efforts promoting and driving deposit growth for the bank.  Ideally, s/he will have a financial or other regulated product marketing background with experience in managing offer driven marketing campaigns from initial concepts through execution – understanding the creative process, gaining needed approvals, and working with channel partners to deploy and execute.   What you’ll do as a Senior Marketing Manager, Deposit Marketing: - Work closely with Deposit Marketing leadership to build out meaningful Deposit growth strategies to drive new client acquisition and client deepening. - Own and manage all aspects of marketing campaigns projects from start to finish – managing all steps in the development, deployment, and execution phases. - Day to day responsibilities to manage projects through internal workflow tools (familiarity with workflow tools a plus) - Build and maintain productive partnerships with key internal marketing and business groups.  - Work with both Marketing and Enterprise Risk and Compliance partners to ensure adherence to regulatory requirements - Build learning agendas and test and learn strategies aligned with Deposit Growth objectives - Develop analysis in partnership with analytical partners and disseminate key learnings - May include coordination of webinars, small events and or be present at client and partner events when needed
Job ID
2022-16996
Category
Marketing
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Access Management Analyst is responsible for interfacing with First Republic Project Management, engineering, business unit and vendor staff to ensure applications are onboarding and de-boarded in accordance with Bank policies and standards. This includes role and user account creation/deletion, segregation of duties analysis and production support documentation. Analyzes and troubleshoots access-related issues and proactively updates procedure/process documentation and suggests and implements process improvements.   What you’ll do as a Access Management Analyst: - Experience in supporting and independently performing complex identity and access management analysis. - Demonstrated willingness to learn and cross-train co-workers. Understands industry best practices for access administration activities (i.e. provisioning, de-provisioning, access reviews, automation, etc.), authorization and authentication protocols and access governance. Understands Active Directory group structures, security, policies, etc. Good understanding of Role Based Access Control. - Experience in access role development and maintenance and defining application level roles/groups and permissions to ensure secure authentication and authorization mechanisms are aligned with policies, standards and as appropriate, best practices. - Familiar with NTFS and share permissions, MS Exchange account management, MS SCCM, Linux access administration. Well versed with the following Access Management principles: - Segregation of Duties analysis, access reviews and compliance, and privileged user management. - Provides technical leadership to the project and supporting engineering and development teams. - Provides escalation support for operations and support teams, including root cause analysis and preventative analysis. - Prioritizes multiple competing priorities while delivering quality work products. - Maintains professional and productive working relationships. - Excellent verbal and written communications skills. - Understand application development lifecycle ensuring supportable solutions are employed and escalating, as appropriate, when policy or standards deviations may result in non-compliant or unsupportable solutions. - Support the design and implementation of access controls. - Provide sound advice and support ensuring on-time delivery of access related initiatives. - Participate in systems and application planning and implementation initiatives. - Maintains system documentation and protocols to ensure that additions and modifications are thoroughly documented and communicated upon implementation. - Provide training to staff on new applications and procedures. - Perform duties and responsibilities specific to department functions and activities.
Job ID
2022-16995
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Wealth Advisor Associate is responsible for assisting the Wealth Advisor in strategically identifying potential client opportunities from the Wealth Advisor’s extensive networks, generating new leads and uncovering high-value opportunities.   The Wealth Advisor Associate will also support the Wealth Advisor in all aspects of the sales cycle, including scheduling follow-up meetings, managing administrative elements, and overseeing the pipelines of completed meetings to ensure all prospective clients are being connnected with the Wealth Advisor. The overall goal is to increase assets under management and deposit balances 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.   The desired candidate will have a strong understanding of the broad range of service offerings available at First Republic, relationship management skills, as well as quantitative and strategic skills. He or she will champion the firm’s private wealth management services both internally and to prospects and clients.   What you'll do as a Wealth Advisor Associate: - Provide support for Wealth Advisor on client engagement and tracking - Research and gather business intelligence about prospective clients and trends in opportunities - Prepare and send strategic emails to prospective clients specific to their financial needs, with the purpose of generating interest in working with the team - Engage in networking events and client events to develop prospecting skills and opportunities - Interact with prospective clients, supporting all aspects of their servicing needs related to the management of their relationship,researching client inquiries and managing follow up communication and materials - Participate in client meetings to learn the business and add value as the Associate acquires client-facing skills
Job ID
2022-16994
City
New York
State
NY
Position Type
Regular Employee (REG)
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
2022-16993
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
Client Centric CIDMS Team develops and maintains a set of mission critical, highly performant, and highly scalable systems that manage user identity, authentication, authorization, and entitlements for all our corporate/consumer clients’ user, B2B, and backend services.   What you'll do as a Senior Software Engineer: - As a Digital Technology Client Identity Engineer, you'll be responsible for design and implement Digital Client Identity Management Solution, Online Banking Single Sign-on solution, API /SDK security integration, Entitlement management and client portal integration. - In depth knowledge and expertise in Identity Management System, Security standards (SAML, OpenId, OAuth, JWT, Cert), Java/J2EE development, spring framework and API services are necessary to succeed in this role. - Work with product management, security, UX engineering, and backend engineering teams to define and implement First republic IAM vision and roadmap. As a senior engineer on this team, you’ll be a technical coach and mentor. You’ll draw on your technical expertise to ensure these systems have high uptime and strong performance while working with others to build a roadmap to match the needs of an ever-growing organization.   Senior Software Engineer - Customer Identity and Entitlement Management - Hands on Identity and Access design and implementation. - Hands on vendor single sign-on (SSO) design and implementation. - Provide integrated solutions across digital platform, including internal systems as well as external 3rd party hosted systems. - Familiar with Entitlement of digital customer Role, Feature, Account mappings. - Lead and participate in new development projects through the entire SDLC, including requirements, design, development, testing, release, delivery/launch, and maintenance.reate and maintain a strong working relationship with multiple business teams, technology teams, and key vendors. - Understand business changes and needs. Partner and collaborate with business teams to provide robust, scalable, and extensible technical solutions. - Triage and support any production and non-production issue for business and technology partner. - Keeping up to date on new technology, standards, protocols, and tools in areas relevant to rapid changing digital environment. - Perform duties & responsibilities specific to department functions & activities 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
2022-16984
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
As a member of the first line of defense, the Marketing Compliance and Operational Risk Manager will be responsible for management of Marketing campaign-specific risks with oversight of that documentation.  They will lead operational process documentation along with business impact analysis for the supporting areas.  Furthermore, they will be responsible for process mapping and control validation.   What you’ll do as a Marketing Compliance and Operational Risk Manager:   Duties and Responsibilities - Act as liaison between Marketing functions and the Compliance, Legal and Privacy departments. - Identify and package materials that requires Compliance, Legal and Privacy review.  Manage the review/approval process and provide any required follow up information to Compliance, Legal and Privacy, if requested. - Identify, document and manage issues that require guidance and support for Marketing Managers (e.g., compliance requirements, operational considerations, etc.).  - Develop internal materials (e.g., reference guides, toolkits) to support Marketing personnel to fulfill compliance and operational-related responsibilities. - Design, document, and manage implementation of processes to streamline and accelerate the compliance and legal review process, including advising on compliance-related issues associated with new workflows. - Identify key controls within the Marketing processes and perform reviews to validate the effectiveness and design of these controls. - Partner with Compliance, Legal and Privacy to coordinate and lead compliance related training. - Contribute to Marketing business plans and budgets in terms of Compliance and Operational risk activities. - Map critical processes to dependencies, systems, and vendors; serve as delegates for documentation submissions for enterprise and department level documentation.
Job ID
2022-16983
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential The Client Experience Associate works as a member of the Administrative Services Department to assist with the day-to-day office operations, greeting and directing guests, scheduling conference rooms, and providing support to the local regional managers.  This individual will have strong communication skills for directing and coordinating a variety of projects, and will assist in maintaining a professional work environment.  This includes the daily maintenance and stocking of all pantry and supply rooms.  This individual must be highly customer service-oriented and courteous to all individuals that come into the office.   What you'll do as a Client Experience Associate: - Create a memorable customer service experience for current and potential clients, and provide ongoing support to internal colleagues. - Responsible for answering and directing incoming calls and greeting clients/guests. - Responsible for distributing mail, courier packages, and other shipments. - Keeps record of all employee requests and responds promptly, keeping employees informed on status of requests. - Provides leadership to ensure Administrative Services issues/problems are resolved and escalated in a timely, cost-effective manner. - Contacts appropriate vendors or internal support teams for maintenance issues, which may include facility-related issues or problems with technical equipment. - Establishes and maintains business partner relationships with outsourcing vendors, service providers, suppliers, Information Systems staff, and department heads. - Maintains pantry and supply rooms (order items and keep rooms organized). - Spot checks conference rooms and lobbies throughout the day to ensure environments are tidy and clean for guests. - Coordinates physical access to the office (ID badges/alarm codes) for employees and vendors. - Performs opening & closing procedures for the front desk.  Performs security watch during business hours for all parties entering the office. - Assists with small projects/tasks for local managers.
Job ID
2022-16979
City
Boston
State
MA
Position Type
Regular Employee (REG)
An encouraging culture that invests in you Eagle Lending is looking for an exceptional Credit Analyst III, Business to support the underwriting needs on the Firm-side of our Professional Loan Program (PLP) while preserving the high credit quality of the portfolio. We’re looking for a self-starter who is eager to leverage their underwriting experience as part of our fast-growing and fast-paced Professional Loan Program (PLP) Firm Underwriting team. The ideal candidate has strong attention to detail and is a clear and confident communicator who is comfortable collaborating with a wide variety of stakeholders to achieve an exceptional outcome. Knowledge of the Private Equity and Venture Capital industries is a plus.   What you’ll do as a Credit Analyst III, Business: - Monitor existing credit facilities for financial and reporting covenant compliance. Manage reports to ensure receipt of updated financial information and on-going covenant compliance.  - Proficient use of Moody’s CreditLens or similar application to complete financial analysis and spreads. Analyze financial statements, tax returns, cash flow reports, calculate ratios, recognize, and describe trends and identify recurring and non-recurring sources of cash flow and borrowers’ ability to debt service. - Cultivate strong and positive working relationships with partners to maintain extraordinary internal and external client service. Partners include: Sales, Preferred Banking, Credit Administration, Executive Loan Committee, Loan Servicing, Legal, Deposit, etc. - Successfully underwrite credits ranging from simple to complex deals. Identify recurring and non-recurring sources of cash flow and guarantor’s ability to debt service. - Ensure quality credit and avert any potential signs of default throughout the underwriting process and loan life cycle. Ongoing servicing of the portfolio, including loan modifications and projects with Special Assets and Credit & Risk. - Collaborate with various partners and stakeholders to onboard new Professional Loan Programs (PLP) by reviewing entity formation documents, loan documents, and credit narratives. - Monitor news for events impacting borrowers and guarantors and conduct research on specific industries or companies to assist underwriting team and supervisor. - Actively participate in continuous improvements by generating suggestions and participating in problem solving activities.
Job ID
2022-16978
City
San Francisco
State
CA
Position Type
Regular Employee (REG)

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