Performance Measurement Analyst Sr - Wealth Sales and Incentives
City National Bank
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Benefits offered by this job
Job summary
City National Bank’s Private Bank & Wealth Management division seeks a Senior Analyst to support Sales Performance Analytics and Incentives. You will analyze sales performance, build dashboards, and assist with incentive plan administration, partnering with leadership to deliver timely, accurate reporting.
Join a data-driven team focusing on cross-functional collaboration and operational excellence, with exposure to Snowflake, SQL, Tableau, and advanced Excel tools in a fast-paced banking
Qualifications
- 5+ years of financial or sales analysis experience
- 2+ years of sales performance reporting and/or compensation analytics experience (preferred 3+ years)
- 3+ years of advanced Excel experience (complex formulas, macros, PivotTables)
- 1+ years working with SQL or other advanced database query tools (SQL, Snowflake, Python, or Alteryx preferred)
- Experience running or supporting incentive compensation plans or sales compensation programs is a strong plus
- Banking or financial services industry experience preferred
Responsibilities
- Develop and maintain reports and dashboards to measure sales performance, productivity, and profitability across business units and client-facing roles
- Integrate and validate data from multiple systems (CRM, financial platforms, etc.) to create coherent datasets for analysis
- Produce routine performance reports, scorecards, and ad hoc analyses for division leadership, regional managers, and individual contributors
- Analyze trends, identify discrepancies, and research root causes; recommend solutions to management
- Assist in creating and maintaining performance management reporting at division and regional levels
- Support the Manager in designing new reports and refining existing ones based on stakeholder feedback
Skills
Tools
Job description
The Private Bank & Wealth Management division is seeking a Senior Analyst to support the Sales Performance Analytics and Compensation Incentives Manager. This role offers an excellent opportunity to develop deep expertise in financial analytics, sales performance measurement, and incentive compensation plan administration. As a key member of the analytics team, you will work closely with the Manager, assisting with day-to-day operations and gradually expanding responsibilities to support the division during peak periods and manager absences. This role involves both analytical and operational responsibilities: analyzing sales performance across business units, supporting the design and delivery of performance reporting, and directly assisting with incentive compensation plan administration. You will work with the Private Banking Wealth Management executive leadership team, supporting their decision-making with timely, accurate, and insightful reporting.
- Develop and maintain reports and dashboards to measure sales performance, productivity, and profitability across business units and client-facing roles
- Integrate and validate data from multiple systems (CRM, financial platforms, etc.) to create coherent datasets for analysis
- Produce routine performance reports, scorecards, and ad hoc analyses for division leadership, regional managers, and individual contributors
- Analyze trends, identify discrepancies, and research root causes; recommend solutions to management
- Assist in creating and maintaining performance management reporting at division and regional levels
- Support the Manager in designing new reports and refining existing ones based on stakeholder feedback
- Assist with the design and administration of incentive compensation plans across business units
- Support the creation of manager and individual colleague scorecards and performance tracking reports
- Help manage and execute the incentive reporting process, including reconciliations and audit support
- Participate in issues resolution related to compensation calculations and reporting
- Support the annual budget development, goal-setting process, and year-end compensation activities
- Assist with internal and external audits (OCC, etc.) by preparing reports and documentation
- Manage data integration workflows, including writing and optimizing SQL queries and leveraging Snowflake for data extraction and transformation
- Create advanced Excel tools including complex formulas, macros, and PivotTables for data analysis and reporting
- Build and maintain visualizations and dashboards in Tableau or similar BI tools
- Support vendor and application management related to analytics responsibilities
- Ensure compliance with all Bank Operational and Credit policies, regulatory requirements, and governance standards
- Serve as deputy to the Manager, stepping in to manage ongoing operations during absences or peak periods
- Partner with the Manager and analytics team to understand stakeholder needs and deliver requested analyses
- Collaborate with regional managers, finance partners, and HR Compensation to support incentive plan execution
- Develop technical and analytical capabilities while building knowledge of the Private Banking Wealth business
- Contribute to team projects and initiatives that enhance analytics capabilities
- Minimum of 5+ years of financial analysis experience and/or sales analysis experience, with demonstrated success in a professional analytical role
- Minimum of 2+ years of sales performance reporting and/or compensation analytics experience (preferred 3+ years)
- Minimum of 3+ years of advanced Excel experience, including demonstrated proficiency with complex formulas, macros, PivotTables, and other advanced data manipulation techniques
- Minimum of 1+ years working with SQL or other advanced database query tools (SQL, Snowflake, Python, or Alteryx preferred)
- Experience running or supporting incentive compensation plans or sales compensation programs is a strong plus
- Banking or financial services industry experience preferred
- Strong analytical and mathematical skills; comfort working with large datasets and complex analyses
- Hands-on proficiency with Tableau, Salesforce CRM Analytics, or similar business intelligence tools
- Advanced Microsoft Office skills (Excel, Access, Word, PowerPoint) and related financial systems
- Excellent verbal and written communication skills; ability to translate complex analyses into clear insights for various audiences
- Demonstrated ability to identify root causes, research issues, and engage partners in problem-solving
- Strong attention to detail and ability to manage multiple priorities simultaneouslyAbility to work independently and as part of a team
- Proven project planning and coordination skills
- Growth mindset with strong desire to develop expertise in compensation analytics and sales performance measurement
- Detail-oriented with strong follow-through
- Collaborative and service-oriented
- Comfortable working in a fast-paced, data-driven environment
- Ability to manage sensitive compensation and performance data with confidentiality and professionalism
Starting base salary: $92,114 - $156,880 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
- Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
- Generous 401(k) company matching contribution
- Career Development through Tuition Reimbursement and other internal upskilling and training resources
- Valued Time Away benefits including vacation, sick and volunteer time
- Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
- Career Mobility support from a dedicated recruitment team
- Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our Benefits and Perks.
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
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