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Partnership Program Manager

Company: First Republic Bank
Location: San Francisco
Posted on: January 16, 2021

Job Description:

At First Republic, we care about our people. Founded in 1985, we offer extraordinary client service in private banking, private business banking and private wealth management. We believe that personal connections are everything and our success is driven by the relationships we form with our colleagues and clients. You---ll always feel empowered and valued here. Incredible teams doing exceptional work, every dayRelationship Managers at First Republic are credit-trained lenders who work with both private and commercial clients to meet their needs for residential mortgages, construction loans or other credit facilities. As a Relationship Manager at First Republic you will work directly with clients to identify their banking needs and financial goals in order to deliver tailored private banking solutions to clients alongside their wealth management, business banking, and deposit-focused partners.OverviewAs the Partnership Program Manager, you will be responsible for sales and marketing initiatives with our Financial Well-Being partner company. You will grow the program based on measurable sales milestones, administer and monitor digital prospecting channels, drive top of funnel growth through online and offline marketing initiatives, and collaborate with leadership across the bank.Responsibilities:Lead the development of appropriate products, services and promotions to further the financial wellbeing of partner company employees.Gain a deep understanding employee needs through user research and market analysis.Develop C---Suite partnership with partner company HR Benefits team.Collaborate across multiple business units to develop and execute strategic marketing and client engagement campaigns in a timely manner.Develop offline and online marketing strategy to acquire new high caliber clients.Grow partnership while maintaining a high level of service and client satisfaction.Nourish and further engage existing client base.Evaluate program KPIs, revisit metrics regularly, and analyze progress against them.Oversee and report on conversion pipeline. Provide recommendations and execute solutions to challenges in meeting KPIs and conversion metrics.Optimize digital and in-person client onboarding.Manage stakeholder expectations and program performance.Build strong relationships with regional leaders across the bank---s footprint.You could be a great fit if you have:Understand financial products with a background in sales or marketingStrategic thinker who works well under pressureStrong organizational and time management skillsCollaborative, relationship focused team leaderEffective communicator who is confident speaking to leadership internally and externally5 years of experience in program development / financeBachelor---s degree (MBA preferred)Must be able to travel as neededJob Demands: Must be able to review and analyze data reports and manuals; must be computer proficient.Must be able to communicate effectively via telephone and in person.Must be able to travel as position requires.Own your work and your career - apply nowAre you willing to take initiative and make decisions? Are you willing to go the extra mile because you love what you do and how you can contribute as a team? Do you want the freedom to grow and the opportunity to take charge of your own career? If so, then come join us.We want hard working team players. You---ll have the independence to learn, lead and drive change. A culture of extraordinary service, empowerment and stability---that---s the First Republic way. Come join usThis job description is not intended to be all-inclusive. Employee may perform other related duties as assigned to meet the ongoing needs of the organization. The Company is an equal opportunity employer. In this regard, the Company makes reasonable accommodations for qualified applicants and employees with disabilities in order to enable them to perform all essential job functions, unless doing so creates an undue hardship.First Republic is subject to federal laws that restrict the employment of individuals with certain types of criminal histories, including FDIA Section 19 and FINRA. To the extent not inconsistent with our obligations under those federal laws and regulations, First Republic will consider qualified candidates with criminal histories in a manner consistent with the Los Angeles and San Francisco ban-the-box laws.Job SummaryID: 2020-11187Job Locations: US-CA-San FranciscoCategory: Banking

Keywords: First Republic Bank, San Francisco , Partnership Program Manager, Executive , San Francisco, California

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