Project Specialist Wealth

City National Bank; New York (NY); On-site; USD 79,000 - 126,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) matching

Tuition reimbursement

Paid time off

Job summary

City National Bank is seeking a Project Wealth Specialist – Portfolio Management to lead department-level initiatives focused on process improvement, automation, and firm-wide project contributions. You will collaborate across teams to define scope, timelines, and deliverables while driving efficiency.

Ideal candidates have 3+ years in project management and strong Excel/CRM experience, with exposure to programming (VBA/Python).

Qualifications

• 3+ years of experience in project management, process improvement, or automation.
• 3+ years of experience with Microsoft Excel (vlookups, pivot tables, charts), Word, PowerPoint, Adobe and Outlook
• 1+ years of experience with a Client Relationship Management System/CRM (eg Salesforce)
• 1+ years of programming experience (eg VBA, Python)

Responsibilities

• Lead and support department-specific projects aimed at improving processes, implementing automation solutions, enhancing operational efficiency, and contributing to business growth.
• Collaborate with cross-functional teams to define project scope, timelines, and deliverables.
• Develop and maintain project timelines, task trackers, and tools to monitor progress.
• Gather and document project requirements from stakeholders across teams.
• Track project progress and maintain accountability to timelines.
• Communicate status updates and manage stakeholder expectations.

Skills

Project management

Programming

CRM usage

Data analysis

Tools

Excel

Salesforce

VBA

Python

Job description

Project Wealth Specialist – Portfolio Management

WHAT IS THE OPPORTUNITY?

Join our team as a Project Specialist dedicated to driving department-level initiatives focused on process improvement, automation, and firm-wide project contributions. This role is critical in ensuring our department’s operations are efficient, innovative, and aligned with organizational goals, while fostering collaboration across multiple teams.

WHAT WILL YOU DO?

• Lead and support department-specific projects aimed at improving processes, implementing automation solutions, enhancing operational efficiency, and contributing to business growth.
• Collaborate with cross-functional teams to define project scope, timelines, and deliverables. Develop and maintain project timelines, task trackers, and tools to monitor progress.
• Gather and document project requirements from stakeholders across teams
• Track project progress and maintain accountability to timelines.
• Communicate status updates and manage stakeholder expectations.
• Identify opportunities for process optimization and automation within the department. Work with stakeholders to design, implement, and monitor solutions that streamline workflows and reduce manual effort.
• Create complex reports requiring large-scale data consolidation across multiples systems and provide recurring metrics. Conduct data reconciliation and accuracy checks for projects involving large datasets.
• Document process flows and ensure updates are communicated and adopted across teams.
• Facilitate communication between teams to resolve dependencies and ensure seamless project execution. Gather cross-functional feedback to support development of consistent, firm-wide reporting practices

WHAT DO YOU NEED TO SUCCEED?

Required Qualifications*

• 3 + years of experience in project management, process improvement, or automation initiatives.
• 3+ years of experience with Microsoft Excel (vlookups, pivot tables, charts), Word, PowerPoint, Adobe and Outlook
• 1+ years of experience with a Client Relationship Management System/CRM (eg Salesforce)
• 1+ years of programming experience (eg VBA, Python)

Additional Qualifications

• Strong analytical and problem-solving skills, with the ability to identify inefficiencies and propose solutions.
• Excellent communication and collaboration skills, with the ability to work effectively across teams.
• Excellent organizational skills, including planning, coordination, and deadline-driven execution.
• Innovative thinker with a passion for automation and process optimization.
• Experience with automation tools or process mapping software is a plus.
• Familiarity with firm-wide project management methodologies preferred.
• Experience with SQL helpful
• Strong analytical and problem-solving skills, with the ability to identify inefficiencies and propose solutions.
• Excellent communication and collaboration skills, with the ability to work effectively across teams.
• Excellent organizational skills, including planning, coordination, and deadline-driven execution.

WHAT'S IN IT FOR YOU?

Compensation

Starting base salary: $78,970 - $126,140 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.

Benefits and Perks

Benefits

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.

About Us

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.

INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT

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.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

• 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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