PWM Marketing Manager

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
The Marketing and Communications group provides the tools, resources and guidance to support our bankers and wealth managers in growing existing client relationships and building new ones.

We serve as a strategic partner to our stakeholders in helping to maintain a best-in-class Net Promoter Score through safeguarding and promoting our brand of exceptional client service.

Duties and Responsibilities

Common goals, uncommon potential
The Marketing Manager will support the Private Wealth Management Marketing team.

The Marketing Manager will assist in increasing First Republic’s value proposition and reputation in providing wealth management services by: (i) developing and updating effective marketing collateral materials that convey our holistic wealth management capabilities; (ii) supporting the development and execution of Private Wealth Management events and content; (iii) overseeing marketing initiatives from concept through execution; and (iv) managing materials on key platforms and supporting wealth professionals in accessing marketing resources.
 
What you’ll do as a Marketing Manager (Private Wealth Management): 
 

– Support the Private Wealth Management Marketing strategy and goals that drive business objectives.

– Develop and maintain Private Wealth Management print and digital marketing materialsincluding but not limited to fact sheets, brochures, invitations, pitch books and content.

– Oversee the organization and management of marketing materials on internal sites including tracking usage and reporting.

– Develop brand acumen and cultivate a deep understanding of the First Republic brand voice and aesthetic to ensure it is infused in all PWM marketing materials.

– Support requests for customized materials by wealth professionals and identify ways to scale these requests to benefit teams across PWM.

– In coordination with the events team, assist in the planning and execution of internal and external events—both local and national—including project timeline, budget tracking, scheduling, mailing list management, organization of collateral and promotional materials and coordination with outside vendors.

– Design initiatives that support internal awareness building of PWM within First Republic and support campaigns that connect Bankers and Private Wealth Management advisors, developing internal marketing materials as needed.

– Cultivate sector knowledge by participating in educational opportunities and reading trade publications.

– Manage vendor relationships and oversee marketing projects in partnership with external agencies.

– Work effectively across other departments, communicating and interfacing with other business vertical and department leaders

 

Qualifications

You could be a great fit if you have:
 

– You could be a great fit if you have:

– Minimum 5-7 years of experience in a related role

– Strong communication skills: writing, analytical and presentation skills.

Ability to understand complex programs and translate into clear communications (written, graphical, architectural, and verbal).

Strong command of Word, PowerPoint and Excel applications.

– Excellent interpersonal and organization skills

– Comfort with marketing/sales enablement technologies including customer relationship management systems and tools that enable sales teams to access marketing materials

– Strong project management experience and ability to see things through from start to finish

– Ability to work with multiple stakeholders, including executives, across many disciplines

– Ability to translate both qualitative and quantitative data into actionable business goals

– Strategic thinker with a results orientation who approaches any challenge with thoughtfulness, drive and appropriate urgency

– Collaborative and “hands-on” team leader and player who builds strong relationships internally and externally, and works well under pressure, thriving under tight deadlines

– Bachelor degree in business/marketing or equivalent

– Eye for design and style, as well as strong writing/editing skills

– Event hospitality experience is a plus

 
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.

– Must be able to travel as position requires.

– May be required to lift 25-50 lbs.

 
Own your work and your career
– apply now
Are 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 us!
 
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.

We’re always on the lookout for top talent and are adding new jobs every week.

First Republic Bank is committed to a policy of equal employment opportunity for all employees and applicants for employment, without regard to race, color, religion, sex, pregnancy, childbirth, sexual orientation, gender identification, national origin, ancestry, age, marital status, physical or mental disability, medical condition, genetic information, citizenship status, veteran status or any other legally protected category, in accordance with applicable federal, state and local law.

Banking products and services are offered by First Republic Bank, Member FDIC and Equal Housing Lender

Investment Advisory services are provided by First Republic Investment Management, Inc.

Trust services are provided by First Republic Trust Company and First Republic Trust Company of Delaware LLC.

Brokerage services are offered through First Republic Securities Company, LLC, Member FINRA / SIPC .

Insurance services are provided through First Republic Securities Company, DBA Grand Eagle Insurance Services, LLC, CA Insurance License # 0I13184, and First Republic Investment Management, DBA Eagle Private Insurance Services, CA Insurance License # 0K93728.

Investment, Insurance and Advisory Products and Services, and Foreign Exchange Transactions, are Not FDIC Insured or Insured by Any Federal Government Agency, Not a Deposit, Not Bank Guaranteed and May Lose Value.

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