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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Search Results Page 10 of 29

The Senior DigitalFront-End Architect, Digital Transformation, is focused on the architecture and implementation guidance for the Digital Front-End technologies that supports our next generation corporate banking platform. This individual will be working to establish the patterns and practices for Cloud Web Hosting, Micro Front-End, UI Toolkit and other digital cutting-edge technologies for Web and Mobile. The successful candidate will play the role of “Customer Obsession”, push the technology boundary, and deliver customer obsessed Digital Corporate Banking with measurable objectives and key results (OKRs).   What you’ll do as a Senior Digital Front-End Architect: - Design and oversee the implementation of web and mobile experiences for FRB banking customers. - Drive the digital front-end architecture and roadmap to improve customer Digital experience while optimizing development processes and code artifacts. - Create transitional architectures required to transform legacy digital web and mobile experience to cutting edge solutions. - Implement secure web and mobile applications by following and applying security best practices. - Help solve complex and mission critical problems, internally and externally. - Work alongside our team of technologists from FRB to create and deliver Digital web and mobile solutions that are integrated with vendor/partner solutions. - Work in a collaborative, trusting, thought-provoking environment-one that encourages diversity of thought and creative solutions that are in the best interests of FRB’s customers. - Lead multiple teams from development to deployment - recruit, retain, coach, and inspire a diverse, high performing team and culture - Document work for the team and for broader communication
Job ID
2022-16824
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
As a Fraud Investigator, you will be responsible for enterprise-level fraud risk management analysis and investigations related to fraudulent activities.  This includes the review of new and existing accounts, unusual client/banker transactions, analysis and investigations of check/deposit fraud, debit card fraud, online banking fraud, etc.  Your scope will include both internal and external-facing fraud related activities.  Additionally, you will have significant interaction with business partners across the Bank and its subsidiaries, as well as with law enforcement agencies and industry associations.   What you’ll be doing as a Fraud Investigator: - Investigate all related fraud cases referred by business partners and outside parties. - Make sound subjective decisions to identify any accounts demonstrating high-risk behavior which should be considered for closure, heightened monitoring or similar actions. - Identify risks and prevent losses related to fraudulent activities or high-risk behaviors and suggest prevention solutions. - Maintain detailed records of all cases and investigations and update case management toolsets as appropriate. - Conduct initial and follow-up interviews with customers, victims, financial institutions and merchants to compile accurate and pertinent data for each investigation. - Act as a liaison with law enforcement at federal, state and local levels, along with social services agencies, to pursue relevant investigation information and prosecution or restitution, as appropriate. - Compile an Incident Case Review to identify and implement lessons learned for each fraud case, as appropriate. - Understand and comply with regulations such as Regulation E and the FACT Act; be able to recognize elder abuse and file Suspicious Activity Reports (SARs) as needed. - Partner closely with Internal Audit, BSA/AML, Legal and other corporate functions to advance departmental and business goals. - Adhere to the applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (e.g., Bank Secrecy Act, US PATRIOT Act, etc.), as well as Bank policies and procedures. - Identify and report suspicious activity to the Anti-Money Laundering Officer. - Know and verify the identity of any client who enters into a relationship with the Bank.
Job ID
2022-16823
Category
Compliance
City
Boston
State
MA
Position Type
Regular Employee (REG)
Reporting to the Director of Reporting, Training and Communication, the Senior Specialist/Associate Director, AML Training and Reporting will assist with research efforts, quarterly BSA/AML related reporting, and bank-wide training and communication.  The position will also assist in line of business support, tracking of policy exceptions and violations, provide support on exam and audit related activities, and assist with various initiatives in the Policy and Program Office.  The position requires the ability to perform detailed research to ensure accurate reporting with minimal supervision from management and a strong background in Microsoft excel and data interpretation.   What you'll do as a Senior Specialist/Associate Director, AML Training and Reporting: - Provide support to the reporting, training and communication functions, including but not limited to assisting in quarterly BSA/AML reporting, line of business BSA/AML reporting, developing training materials, handling policy and standard exceptions, tracking policy violations, performing research to assist LOBs resolve exceptions and outstanding items related to KYC performance, and perform analysis and identify trends related to KYC performance.     - Proactively identify reporting enhancement opportunities and assist in department functions which include developing and/or reviewing business requirements - Timely responses to line of business and business partner inquiries regarding reporting metrics using effective, consistent communication - Assist with review of ongoing periodic and ad-hoc monitoring reports - Perform other duties and responsibilities specific to department functions and activities as assigned by supervisor or senior management
Job ID
2022-16822
Category
Compliance
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
First Republic Bank (NYSE:FRC) and its subsidiaries provide private banking, private business banking and private wealth management services. Founded in 1985, First Republic specializes in exceptional, relationship-based service offered through preferred Banking and/or wealth management offices primarily in San Francisco, Palo Alto, Los Angeles, Santa Barbara, Newport Beach, San Diego, Portland, Palm Beach, Boston, Greenwich and New York City.    First Republic Securities Company, LLC (“FRSC”) a subsidiary of First Republic Bank, provides brokerage and investment products including municipal and Government securities, corporate debt, and equity securities to their private wealth customers.   First Republic Investment Management ("FRIM") is an RIA with an affiliated Broker Dealer (First Republic Securities Company LLC) and a wholly owned subsidiary of First Republic Bank. First Republic PWM's business covers approximately $120 billion in assets today and is expected to experience continued high growth. Altair, is First Republic Investment Management’s private investment platform. The platform is comprised of 46 active funds, six of which are hedge funds, the remainder are draw-down funds. First Republic structures feeder funds and fund-of-funds for its clients to access otherwise inaccessible private investments.  Assets Under Management are approximately $7 billion.   Guided by First Republic Bank's philosophy of providing personalized service, First Republic Trust Company (FRTC), a division of the bank, provides personal trust services as well as selected custody end business escrow administration. An open architecture concept for investment management of trust accounts provides flexibility to meet each family's unique financial goals. Using this approach, First Republic Trust Company works with beneficiaries and other advisors to develop the investment objective of the Trust and then delegates the daily management of the trust portfolio to First Republic Investment Management or another third party investment advisor.   What you’ll do as a Managing Director, Estate & Business Planning Specialist: - Learns and delivers specific company supported sales concepts in a manner consistent with industry, company, and customer compliance standards. - Generates sales of significant target premium from referrals provided by First Republic colleagues and self-sourced centers of influence. - Provides both point-of-sale and post-sale support for First Republic advisors and clients. - Creates, maintains, and collaborate with relationships with Relationship Managers, Wealth Managers, Business Bankers, Financial Planners, Wealth Advisors, Regional Managing Directors and Estate and Business Planning Specialists. - Provides expertise in the area of personal, business and estate planning. - Works with appropriate new business and marketing staff members to recommend appropriate carrier, product and pricing alternatives. - Develop and promote customer profile strategies to assist First Republic advisors to identify and maximize sales opportunities with current and prospective clients. - Participate in the development of department policies and/or procedures and assist with client specific projects as assigned. - 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
2022-16818
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Sarbanes-Oxley (SOX) Business Process (BP) Senior Analyst responsibilities include, but are not limited to, supporting the BP controls related components of the SOX Program (e.g., walkthroughs and testing), acting as an advisor to the business across the Bank’s multiple lines of business, and helping grow the SOX Program Office (SPO). The Bank’s fast pace of growth provides career development (e.g., work directly with senior management) and learning opportunities (e.g., new system implementations) considering the role’s Bank-wide exposure. The SOX BP Senior Analyst will also actively participate in decision-making through collaboration with and under the leadership of the SOX BP Manager.     The SOX BP Senior Analyst will work closely with line of business SOX Liaisons to ensure that Internal Controls Over Financial Reporting (ICOFR) are appropriately designed and are operating effectively, SOX compliant control documentation is maintained and that any deficiencies identified are assessed for severity and remediated.   The SOX BP Senior Analyst will report to the SOX BP Manager and will work with a mix of internal and external team members to execute SPO activities. In addition, the SOX BP Senior Analyst will be involved in special projects related to new systems and new accounting standards implementations while assessing their impact on the Bank’s ICOFR.     What you’ll do as a SOX Business Process Senior Analyst:   - Support the SOX BP Manager in completing the annual SOX scoping and materiality assessments, risk assessment, as well as the Fraud Risk Assessment to ensure compliance with COSO standards and appropriate scoping and coverage of the SOX Program. - Coordinate with line of business SOX Liaisons with requisite SOX-related activities, including walkthroughs, testing, and remediation activities. - Execute on SOX business process controls testing, and as needed with the identification and documentation of SOX Key Controls. Assist the lines of business in enhancing their process documentation, as needed. - Assess BP ICOFR deficiencies and monitor BP remediation activities. Assist the SOX BP Manager in concluding on the effectiveness of BP ICOFR assessments.  - Work with the SOX IT Manager, the Bank’s Vendor Management group, and SOX Liaisons to help identify End User Controls and SOC 1 Report reviews. - Work closely with the Bank’s external auditors to ensure the SOX Program meets their requirements in terms of scope, timing and approach; work to align testing approach, to extent practicable, in efforts to increase auditor’s reliance on SOX Program. - Assist the SOX BP Manager in preparation of BP related materials for the SOX Reporting Committee.  - Ensure the overall quality, consistency, risk management and adherence to the Corporate SOX Policy. - Leverage the benefits of Audit Board (automation tool) which has substantially automated the team’s workflow process, including interaction with the lines of business to help maintain their SOX documentation (control pages, narratives, etc.). - Assist the SOX BP Manager in performing assessments of SOX impact of new initiatives including system implementations/updates, new accounting standards, and various special projects. - Support the team by sharing information among the SOX Program Office team, transferring knowledge and providing examples of high-quality documentation, as appropriate. Foster and maintain group spirit and high team morale. - Be viewed as a team player, consultant and internal controls resource as part of building and maintaining ongoing relationships with lines of business. - Responsibilities also 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
2022-16817
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as an Associate, Insurance Group: - Manage outside relationships, including Brokerage General Agencies, Insurance Carriers, and other vendors. - Manage and underwrite insurance cases, including gathering and assembling the medical and financial file. - Based on many years of industry experience, review medical files to determine any health issues that may arise in the underwriting process.  Negotiate with medical underwriters. - Communicate to internal colleagues and external parties as to the timeline and status of cases. - Manage all application paperwork and delivery documents. - Interface directly with both Sales Associates and In-Force Policy Service professionals. - Advise Estate and Business Planner on overall case strategy and implementation. - Manage business utilizing Smart Office agency management system - Advise Estate and Business Planner on marketing strategies, as a result of communications with carriers and outside parties.    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
2022-16816
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Lending Services is looking for a talented, motivated senior professional with robust lending knowledge and dynamic leadership capabilities to join our Commercial Loan Servicing team.  As the Collateral Portfolio Monitoring Supervisor, you will be primarily responsible for the day-to-day management of the Collateral Risk group and ensuring the integrity of collateral and loan information for the Bank’s loan portfolio.  You will have an exciting opportunity to hone your risk management skills by ensuring sound control processes are in place to manage the collateral securing the Bank’s loan portfolio from both an efficiency and risk-based perspective.   You will be responsible for ensuring that staff consistently and accurately set up collateral information on the Bank’s loan accounting system, as well as correctly handle collateral perfection of the commercial real estate portfolio, including verification of insurance.   What you will do as Collateral Portfolio Monitoring Supervisor: - Direct the identification and resolution of analytical issues in order to drive continuous improvement of daily operations and customer service processes. - Manage portfolios, including daily monitoring of stock secured reports, reconciling with FRSC and other investment brokers, and developing controls for physical certificates and releases. - Develop, manage, and report on operational metrics. - Develop UCC processes, including verification of filings, continuations, and terminations. - Ensure controls and procedures are in place to manage all types of collateral including insurance. - Establish and evaluate effective processes to track collateral quality and proactively respond with necessary improvements. - Conduct regular meetings with staff both on- and off-site to discuss issues and maintain cohesion. - Create and maintain a high-quality work environment so team members are motivated to perform at their highest level. - Ensure proper training and other necessary resources for all employees. - Delivers performance reviews for staff and provide consistent performance feedback, coaching, counseling, and guidance to each team member.
Job ID
2022-16814
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Looking for a Private Wealth Engineering Manager to lead an agile team to support the development and delivery of technology solutions across multiple functional domains. This individual must be able to build and lead high performance teams, provide technical expertise in large complex wealth management environments and must have a track record of successfully implementing strategically aligned solutions. This position requires knowledge and experience with Private Wealth domain specific applications and also JavaScript, Python, Node.js, Express.js, Angular, RESTful API development, ES6, Typescript. Need to be able to exhibit experience in detailed requirements analysis, software design, development, testing, and deployment.   What you’ll do as a PWM Engineering Manager: - Manage an Agile engineering team in technical designing and implementing scalable technology solutions to meet business requirements adhering to established standards - Collaborate with architects, product managers and senior engineers within and across scrum teams to design, develop, test and implement strategically aligned Private Wealth solutions using full-stack development tools and methodologies - Responsibilities include ensuring team’s understanding of requirements, working closely with solution architects to define architecture and solution design, ensuring documentation per SDLC requirements and successfully implementing high quality and timely solutions - Exhibit excellent communication skills to articulate complex technical issues to product team, project managers, team leads, architects and developers and recommend clearly thought out solutions - Provide guidance, mentoring and ongoing coaching to develop team members and managing on and off-shore technical resources - Deep understanding of Synchronous / Asynchronous communication patterns and problem solving abilities with respect to Message Sequencing, Correlation, and Queuing - Support the technical project manager on various efforts between various IT and business groups - Assisting with change management activities and ensuring appropriate users and technical teams are aware of upcoming changes - Responsible for supporting partner teams in educating and responding to end user issues and queries; Work with other operations and development teams to resolve issues as necessary - 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, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training, and 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
2022-16813
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
As a VP of Enterprise Banking Platform Delivery, you will lead the architecture design and tech product roadmap execution of Enterprise Banking Platform, including FIS Core API/Kafka architecture integration and IBS product implementation.  You’ll drive execution and own the scope, requirements, technology delivery governance, design, testing, timeline, and budget.  You’ll have the opportunity to create and oversee the strategic direction of the technical solutions for all the integrations in Enterprise Banking Platform.   What you’ll do as Vice President of Enterprise Banking Platform Delivery: - Establish and maintain strong partnership with the business product owners / stake holders. Provide point of accountability to the business stake holders. - Work with business product owners / stake holders and system leads to logically design and negotiate the product solution and participate in product roadmap planning discussions. - Ensure commitments are met while providing high quality and cost-effective systems. - Identify and develop support for new opportunities, including operational efficiencies, new product features, enterprise technology integration, …etc. - Responsible for product solution design and implementation - Responsible for managing, developing and appraising the matrix structure delivery team, ensure teams are highly motivated and focus on product delivery, including collaborate and coordinate cross-team activities. - Determine resource requirements and manage resources, including contract project and/or program resources. - Mentor, lead and manage a team of technical resources and set priorities to achieve department goals and KPIs. - Achieve results through others by setting and communicating goals and metrics, monitoring progress, providing ongoing coaching, feedback and reinforcing behaviors that drive high performance.
Job ID
2022-16811
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The core tenets of the Subpoena team’s function is to protect the client’s right to financial privacy and mitigating First Republic Bank’s exposure to risk.  First Republic Bank has always taken pride in its ability to provide high-touch, extraordinary client service.  While the Subpoena Team typically experiences limited contact with FRB’s clients, it does communicate with various individuals within the client’s sphere:  bankers, relationship managers, loan officers, attorneys, etc.  The same exceptional service our bankers provide to our clients is what the Subpoena Team strives to do every day.   What you’ll do as a Subpoena Research Specialist: - Support Subpoena Compliance team and current Research Specialists by researching subpoenas/summons served on First Republic, determining what deposit accounts are responsive based on subpoena scope and in coordination with team members, compiling requested deposit documentation and providing in a timely fashion. - Perform duties & responsibilities specific to department functions & activities or as assigned by supervisor. - Participate in the development of department policies and/or procedures and assist with internal projects as assigned. - 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, and 4) identifying and reporting suspicious activity to the AML Officer.
Job ID
2022-16810
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Primarily responsibility is to manage and monitor the work flow of the walk-in clients, lobby traffic and provide support to manage the Client Services Mailbox. The Manager is responsible for providing prompt, accurate, and courteous response to Preferred Banking internal and external client inquires.  Must work effectively with team members of all levels to maximize the customer experience and to resolve client needs.  Required to ask questions in order to understand the full banking needs of our clients and interact with various banking departments to ensure the client’s needs are met.  Demonstrate versatility within the client services role by performing all functions as needed.  The Manager should also be able to identify valuable FRB clients and be familiar with their banking patterns, principals on these accounts, and be able to share this level of knowledge with their team.  Always seeks to protect the bank and client through mitigating risk and assessing the appropriate work assigned to the team member based on their knowledge and experience.   What you'll do as a PBCS Manager: - Manage daily work flow and mailbox flow, delegate specific tasks to Supervisors, Assistant Managers, and CSAs depending on their knowledge, expertise and ability, while keeping in mind their limitations and therefore minimizing risk to the bank and client. - Supervise the client facing CSA and provide ongoing support with daily transactions, problems and proactively engage when problem arise during the day. And Coordinating monthly meetings. - Managing and monitoring the workflow of wire transfers (approving and releasing outgoing wires, research and resolve issues with rejected wires due to NSF, invalid account numbers, missing/incomplete information. Escalate when necessary.  Follow up on wire tracers and cancellations. - Responsible to coordinate effort to ensure that all departmental functions are completed including approving transactions that are over the CSA limits, answering the phones promptly, and ensuring CSAs are providng client oriented customer care for quality and training purposes. - Responsible for approving monthly/quarterly branch certifications, monitor department time and duties. - Manage and monitor the workflow of wire transfers (approving and releasing outgoing wires, research and resolve issues with rejected wires duet to NSF, invalid account numbers, missing/incomplete information. Escalate when necessary.  Follow up on wire traces and cancellations - Responsible for being knowledgeable in all areas of client services and the CSA job functions, i.e. setting up courier service pick-up, deposits, issuing cashier’s checks, close accounts, orders ATM cards/checks, place stop payments. To that fact, also provide cross training and staff development to ensure staff understands bank processes and procedures. - Be able to step into any roll within the PBCS department when needed, including that of Documentation Compliance when necessary. - Performs other duties & responsibilities as required or assigned by manager, including ordering supplies, callbacks, review of inclearings/OD, interview new candidates, etc. - 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
2022-16806
City
Mountain View
State
CA
Position Type
Regular Employee (REG)
Overview You’ll have the opportunity to be a strategic and trusted advisor to assigned business units, executing people and culture strategies, objectives and plans. You will play a key role, working closely with the HR Business Partner Team, Legal, and HR Centers of Excellence (Total Rewards, Talent Acquisition & Development and HR Technology & Operations). As an HR Business Partner, you’ll develop and maintain in-depth understanding of how your internal client groups operate, their strategies, business and resource plans and needs, including the business unit’s financial position, midrange plans and competition. You will expertly align business objectives and needs with people and culture strategies and resources. You will also play a key role in helping ensure First Republic continually enhances our position as a great place to work by partnering with leaders to drive engagement and colleague development.  You will be highly focused on talent, supporting leaders to understand their current talent landscape by assessing areas of strength, opportunities, and any gaps and to develop plans to attract, retain and grow talent in their organization.  You’ll be a champion of the First Republic DEI strategy, ensuring that DEI is a primary focus of all initiatives.   What you’ll do as an HR Business Partner:   People and Culture Strategy: - Develop and maintain in-depth understanding of the assigned business unit’s annual and long-range business strategies, plans, objectives, and people and culture needs - Act as a people and culture champion and change agent - Develop and cultivate relationships and synergies across our HR Centers of Excellence to design, develop, implement, communicate, and execute core FRB and customized business unit people and culture strategies and programs - Communicate needs proactively with our HR Centers of Excellence and business leaders and ensure that leaders and teams in your client groups are aware of our HR strategies and plans early to contribute to the direction of these - Play a lead role in helping your client groups assimilate, implement, and execute key people and culture strategies, practices and programs; including ensuring that appropriate people, communication, education and change management are in place to support people and culture strategy and program delivery   Strategic Business Partnership: - Continually provide our HR Centers of Excellence with feedback and guidance; provide strategic HR partnership and coordination, and appropriate use of HR operational resources, such as Employee Relations, Benefits, Payroll and HR Administration - Act as a trusted adviser, coach and consultant to leaders and management in your client groups to improve their leadership capability, team effectiveness, strategic insights and business performance - Leverage analytics to help your business unit(s) grow, engage, develop and retain talent - Identify and inform HR Technology & Operations of recurring and/or ad hoc business unit needs for HR analytics, reporting, technology, or other HR operational requirements - With your manager and other HRBP colleagues, determine and deliver a routine and reliable cadence of HR analytics and insights that help your business unit(s) stay ahead of internal/external people and culture trends and dynamics - Build and cultivate internal and external relationships to bring value-added insights and services to business leaders, teams and First Republic overall Talent, Engagement and Inclusion: - Lead workforce planning for your assigned business unit(s) to create a robust, specific and scalable approach to growing our people and our business - Work closely with Talent Acquisition & Development, Total Rewards, and business leaders to advocate the Talent agenda; help First Republic remain at a competitive edge; build and promote knowledge and networks of talent across your business unit(s) and more broadly - Lead or co-lead Talent Management and Succession Planning in your business unit(s); help us ensure a strong pipeline of talent and to address any talent gaps in a timely manner - Proactively partner with your manager, other HRBP colleagues, and our HR Centers of Excellence to identify, define and lead initiatives that reinforce and strengthen our values and culture, and our ability to attract, engage, develop and retain diverse top talent  
Job ID
2022-16800
Category
Human Resources
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential We are looking for an Senior Administrative Assistant who has a very positive approach and values the importance of being part of a cohesive team. You will have the opportunity to optimize efficiency and improve processes. The culture is one of service, integrity, responsibility, and entrepreneurial growth. This role provides exposure to several facets of the business with tremendous career growth opportunity.   What you’ll do as a Senior Administrative Assistant: - Handle incoming phone calls, internal and external, as well as incoming and outgoing emails (with a focus on staying current with the emails, directing them to the proper channels, and following up on responses to make sure it has been handled) - Coordinate and arrange meetings and events, including gathering and preparing agendas and other materials and arranging logistics (catering, conference room, bridge line, video conferencing). - Write, edit and proofread a wide variety of communications and materials, including letters and PowerPoint presentations. - Prepare and submit expense reports. - Provide input and suggestions for process improvements. - Order office supplies. - Maintain client contact lists, send thank you notes, and client gift correspondence. - Directly engage with all levels of internal and external clients, including senior executives. - Lead and manage special projects as they arise. - Navigate organizational infrastructure to resolve problems. - Maintain a flexible work schedule. - Schedule appointments and maintain calendars, including making travel and hotel arrangements.
Job ID
2022-16794
Category
Administrative
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common Goals, uncommon potential As the Product Lead for Alerts and Digital Engagement Tools, you will be responsible for leading initiatives supporting First Republic Bank’s Consumer Digital offering. You will work closely with other lines of business and cross-functional teams within First Republic from concept to delivery of new functionality. The role involves a combination of working on product strategy, leadership & product development including setting product vision, gathering and prioritizing requirements, driving execution and engaging with bankers, senior leaders and clients.   What you’ll do as a Product Lead, Alerts and Digital Engagement Tools - Manage all aspects of product alerts, user preferences, and digital engagement tools lifecycle, including strategy, business vision, roadmap generation, user story creation, backlog grooming, sprint planning and release - Develop a deep understanding of clients’ use of Consumer Digital Banking by actively engaging with clients, First Republic Relationship Managers and other lines of business to actively solicit and represent the “voice of the ” - Partner with the digital channels corporate digital team to ensure our alert and digital engagement offerings are meetings our client needs across both segments. - Lead cross-functional teams to ensure timely delivery of quality products; partner with Technology and QA and conduct user-acceptance - Define and analyze metrics that provide insight into the success of our products and utilize these metrics effectively for key product - Define the business case and budget requirements, champion the product vision and roadmap to secure project - Stay apprised of industry trends and shifts in the competitive landscape; incorporate relevant products within our digital ecosystem from pilots/proof of concepts to launching them into production. - Optimize the services of our partner vendors by effectively managing the relationships and their deliverables. - Adhere to the applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (e.g., Bank Secrecy Act, US PATRIOT Act, etc.), as well as Bank policies and - Identify and report suspicious activity to the Anti-Money Laundering - Know and verify the identity of any client who enters into a relationship with the Bank Officer.
Job ID
2022-16787
Category
Digital Channels
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
This individual must possess excellent analytical, collaboration, and communication skills with the ability to reach senior business and technology colleagues. Must be able to influence project direction and make pragmatic decisions to optimize the balance between strategic value, time to market, cost and risk. Maximize leverage by identifying shared services, overlapping capabilities and convergence to standards in order to improve efficiency and quality, and reduce time to value. The candidate will have a broad background in application, data and business aligned delivery experiences. The candidate would be expected to work independently to solve complex problems, and still be technical to possess the soft skills work with a variety of business & tech partners.   What You’ll do as a Director, PWM Technology: - Partner with PWM Trading and Operations representatives and Transformation Leads to develop end-to-end solution design. - The candidate will work closely with business leaders across Trading, Operations, Compliance and Supervision to deliver exceptional business solutions based on roadmap provided by product partners. - Provides leadership to ensure delivery of solutions are in alignment with the overall agile & TDD methodology. - Help gain consensus on business and technical decision and ensure that appropriate resources are employed to deliver high quality and rapid results. - Provide leadership and guidance to members of the team including solution architects and developers. - Work with business and transformation partners to make effective decisions by assessing quality vs time-to-market tradeoffs. - Understand “day in the work life of a Banker” to drive efficiency and effectiveness, so sales teams are focused on providing the highest and best service to our Clients. - Interact with executive management, business operations, business product management, and multiple technical teams to own and deliver end-to-end trading solutions. - Own and manage ongoing roadmaps and implementation plans. - Foster teamwork, communication, collaboration while managing competing priorities. Coach and mentor others helping them develop their careers. - Build and foster strong relationships across PWM sales and operations community. - Build deep and trusted relationships with peer group and enterprise teams involved in sales enablement and efficiency, and data programs. - Cultivate an open environment that encourages the bankers/sales to share their needs/concerns and provide input or challenge decisions. - Participate in design discussions with users, technical and functional stakeholders to analyze functional, technical and integration needs - Be adept at decomposing high-level business needs into necessary Platform capabilities - Ownership of all technical aspects of solutions including data storage, data migrations, data quality, system integration, 3rd party applications, products and custom code - Build & execute the right transparency and governance model to share progress, successes and challenges. - Review investment spend to ensure alignment with target state and roadmaps. - Mediate conflicting priorities to drive optimal solutions. - Identify duplication of efforts, functional and technical redundancy, and opportunities for shared services. - Responsible for all upgrades and system enhancements for existing and currently deployed applications within PWM Technology Support environment.  
Job ID
2022-16786
City
New York
State
NY
Position Type
Regular Employee (REG)
An encouraging culture that invests in you.  We are seeking a highly motivated Campus Program Coordinator to directly support our Campus Program Manager who oversees all Early Career Programs at First Republic. In this position, you will be working with the Campus Program Manager to design, develop, and execute on First Republic’s Early Career Programs (e.g., summer internship program, full-time recent graduate, and rotational programs). Our ideal candidate is highly organized / detail-oriented, thrives in a fast-paced environment, and demonstrates the ability to shift gears at a moment's notice while delivering exceptional results.   What you’ll do as a Campus Program Coordinator: - Assist with the development and execution of all Early Career Programs, including the summer internship program, full-time recent graduate program, and rotational program - Manage the day-to-day activities of the summer internship program, full-time recent graduate program, and rotational program - Manage planning and arrangement of meetings, workshops, and events for summer internship program, full-time recent graduate program, and rotational program; intended for 200+ colleagues in various offices across the country - Design and develop high-quality materials to be used for summer internship program, full-time recent graduate program, and rotational program - Collaborate and partner with Campus Recruiters to continuously build upon and improve the Campus Recruiting Program at First Republic
Job ID
2022-16784
Category
Human Resources
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Senior Platform Architect, Digital Transformation, is focused on the architecture and implementation guidance for the cloud platform that supports our next generation corporate banking platform. This individual will be working to establish the patterns and practices for continuous integration/continuous deployment (CI/CD), security posture, hosting, content delivery network (CDN), access, observability, across all systems that are hosted in that platform. The successful candidate will play the role of “Cloud Advocate”,, push the technology boundary, and deliver customer obsessed Digital Corporate Banking with measurable objectives and key results (OKRs).   What you’ll do as a Senior Platform Architect: - Re-engineering the interaction of incoming and outgoing data flows from the Digital Banking platforms to Vendors, Data platforms, Data Warehouse, Data Lake as well as other reporting and batch process systems which consume data from Digital Banking Platforms. - Define design patterns for cloud first full stack development of Digital Banking Solutions. - Drive the data architecture and roadmap for eliminating non-strategic point to point connections and batch handoffs. - Define canonical data models for key entities and events related to Digital Customer, Account, Entitlement, and banking applications. - Gather, analyze, interpret the team's data requirements to develop complete solutions, including data modeling, ELT pipeline management, data quality management and governance. - Design and develop ELT processes based on functional and non-functional requirements using resources in Snowflake and AWS Azure, such as AWS EMR, RDS, DMS(Database Migration Service), S3, Kinesis and EventBridge. - Support the team's research efforts, including large scale data exploration, cleaning, transformation, and feature creation. - Help solve complex and mission critical problems, internally and externally. - Work alongside our team of technologists from FRB to create and deliver connected architecture and solutions. - Work in a collaborative, trusting, thought-provoking environment-one that encourages diversity of thought and creative solutions that are in the best interests of FRB’s customers. - Lead multiple teams from development to deployment - recruit, retain, coach, and inspire a diverse, high performing team and culture. - Document work for the team and for broader communication.
Job ID
2022-16783
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
2022-16781
City
Honolulu
State
HI
Position Type
Regular Employee (REG)
See service from a higher perspective. As the Preferred Banking Client Services Banker, you will manage and monitor the workflow of walk-in clients  provide prompt, accurate and courteous responses to internal and external Preferred Banking client inquiries. You will ensure clients’ needs are met by proactively asking questions to understand their full banking needs and interacting with various banking departments.  In addition, you will have the opportunity to demonstrate versatility within the client services role and be able to identify valuable First Republic Bank clients, their banking patterns and the principals on the accounts.    What you’ll do as a Preferred Banking Client Services Banker: - Manage daily workflow and mailbox flow by delegating specific tasks to supervisors, assistant managers and CSAs depending on their knowledge, expertise and ability, while minimizing risk to the bank and client.  - Supervise the client-facing CSA and provide ongoing support with daily transactions, while proactively engaging in problem-solving as needed. - Manage and monitor the workflow of wire transfers, including approving and releasing outgoing wires; following up on wire tracers and cancellations; and researching and resolving issues with rejected wires due to NSF, invalid account numbers or missing/incomplete information; escalate when necessary.  - Coordinate efforts to ensure all departmental functions are completed, including approving transactions that are over the CSA limits, answering phones promptly and ensuring CSAs are providing client-oriented customer care for quality and training purposes. - Approve monthly/quarterly branch certifications and monitor department time and duties. - Seek and share knowledge in all areas of client services and the CSA job functions; provide cross training and staff development to ensure staff understands bank processes and procedures. - Step into any role within the PBCS department when needed, including that of Documentation Compliance when necessary. - Adhere to the applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (e.g., Bank Secrecy Act, US PATRIOT Act, etc.), as well as Bank policies and procedures. - Identify and report suspicious activity to the Anti-Money Laundering Officer. - Know and verify the identity of any client who enters into a relationship with the Bank
Job ID
2022-16775
Category
Banking
City
New York
State
NY
Position Type
Regular Employee (REG)
This is an exciting and multi-faceted role where you will be involved in all aspects of the Financial Planning business at First Republic.  There are primary duties and responsibilities as well as secondary.   Primary Responsibilities Your primary responsibilities center around developing and growing a network of Financial Planners on our Wealth Manager teams.  You will leverage our robust planning platform and continue to enhance our best in class planning solutions for high net worth prospects and clients of First Republic. You will work collaboratively with Wealth Managers, Wealth Advisors and Relationship Managers to internally promote financial planning.   Training and education for Wealth Managers and Financial Planners on their teams will also be an integral part of your primary responsibilities and you will work closely with our Financial Planning Operations and Platform manager for Training and Education.  Training includes: - Hands-on and one-on-one training and support using eMoney planning software - Group training sessions via Zoom or in person - Utilizing and leveraging training resources provided by eMoney where appropriate While the primary responsibility is to focus on the Wealth Manager eMoney experience you will also be expected to ensure regulatory and compliance requirements are met.   Secondary Responsibilities Additional responsibilities include: - Tracking Financial Planning activity by collecting data to assess the impact. - Assist with other operational aspects of the Financial Planning business that include plan reviews, developing marketing material and working on special technology and platform projects. Primary Requirements: - Must have experience in creating and presenting comprehensive financial plans preferably using eMoney. - Must have prior experience as either a Financial Advisor or demonstrate a strong understanding of this role. - Must be able to develop and maintain strong relationships with First Republic Relationship Managers and Bankers, and First Republic Investment Management Wealth Advisors and Wealth Managers. - Must be able to guide Wealth Managers to: - Compile information, conduct research and assemble all applicable client data necessary to develop a solid, viable, meaningful financial plan; this process may involve direct contact with the client/client delegates or investigative research using available online tools. - Utilize financial planning software to build financial models based on client data and information compiled. - Provide financial planning and eMoney software training and support in a “Coach” role for Wealth Managers and Advanced Planners. - Actively engage internal partners for new financial planning clients and leads.   - Perform quality control testing to ensure the accuracy and reliability of the analysis developed by the Wealth Managers and the financial planning software. - Provide best practices training and coaching calls for Wealth Managers in the Wealth Manager Planning Network. - Maintain a command of new enhancements and features in the planning and data tools. - Prepare and/or develop internal business update reports. - Manage and maintain confidential client information. - Maintain data needed to measure outcomes of the planning engagements. - Participate in or lead various special projects related to planning and operations.
Job ID
2022-16773
City
New York
State
NY
Position Type
Regular Employee (REG)

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