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Director of Business Portability for Transition Management

Company: First Republic Bank
Location: San Francisco
Posted on: March 19, 2023

Job Description:

Director of Business Portability for Transition Management At First Republic, we care about our people. Founded in 1985, we offer extraordinary client service in private banking, private business banking and private wealth management. We believe that personal connections are everything and our success is driven by the relationships we form with our colleagues and clients. You'll always feel empowered and valued here. Incredible teams doing exceptional work, every day First Republic Private Wealth Management is comprised of investment management, brokerage, trust, financial planning and insurance professionals. We offer customized wealth management solutions for our clients from a wide array of services including comprehensive investment management, financial planning, estate planning, trust services, endowment management and more. Our goal is to understand our clients' unique needs and support them throughout a lifetime of financial goals. Common goals, uncommon potential: Our Director of Business Portability for Transition Management will report into the Director of Onboarding & Transition Management for Private Wealth Management and work closely with them as well as the Transition Team. This leader will have the overall responsibility for and project management of all elements of the business portability process for Wealth Management candidates considering a move to Private Wealth Management. This starts with the pre-arrival Coordinating and leading of Business Portability meetings/calls with WM candidates and managing the collection of all relevant business information. Working closely with internal PWM partners to assess PWM's ability to accommodate the business, product, client situation and/or special requests unique to that business. The leader will partner with FRIM Research, Operations, Compliance, Legal, Trust, Insurance, Transition Team and any other internal business teams as needed to accomplish information review, address questions and work through issues. Balance advocating for candidate teams with internal business realities . Lead follow-up conversations with candidate team and internal leaders from Trust, Securities Backed Lending, Deposits and other teams as needed. Present findings back to the candidate team and internal partners through the careful completion of the Business Portability Questionnaire and the Transition Memo; these are important business and legal documents that require the utmost care in creating and maintaining. The leader would work closely with the transition team during pre-arrival meeting to help set clear expectations on the transition and integration support the new team will receive. In recognition that these functions are executed during a "sales cycle," this candidate must promptly yet cautiously manage the information flow between all parties and maintain a high degree of confidentiality and open communication lines. Ensure we are operationally ready for the team's arrival and that the transition team is prepared to onboard and is aware of any nuances and how the transition team will work through those during onboarding. Once the team has arrived, the leader would continue to be present with the new team to handle any questions on business portability and to work closely with the transition team to drive efficiencies. Partner with WM recruiting daily operations as needed including VIP visits, candidate tracking and other special projects that may arise. Expected to report regularly to the Head of Recruiting and Director of Transition Management and Executive Management as needed and appropriate to ensure all key stakeholders are kept up to speed. Job 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. Own your work and your career - apply now 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. We believe that a diverse range of backgrounds and ideas has and will continue to be fundamental to the future success of First Republic. If you are curious to learn more about this opportunity, we'd love to hear from you. This 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. For New York City-based roles: Mayor Bill de Blasio announced that,effective December27, 2021,allprivate sector employers in New York City will be required to ensure that their employees are vaccinated against COVID-19toattendwork in the office . ReasonableMedical or Religious Accommodations may be requested if applicable to you.Please view New York's Guidance on Accommodations for Workers for more information. Base salary range $100,000 - $130,000 annually. Salary may vary depending on job-related factors including, but not limited to, skills and experience. Full-time employees may be eligible for a comprehensive benefits package that includes: medical, dental and vision coverage, 401(k), life insurance, paid time off and a Wellness Program. Annual bonus, incentive pay and/or equity may also apply depending upon the role. We're always on the lookout for top talent and are adding new jobs every week.

Keywords: First Republic Bank, San Francisco , Director of Business Portability for Transition Management, Executive , San Francisco, California

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