Project Specialist Wealth Job Listing at City National Bank in New York, NY (Job ID 13815)

Description

ABOUT US

RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios. RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals. RBC Rochdale, LLC is an SEC-registered investment adviser and wholly-owned subsidiary of City National Bank.

  PROJECT SPECIALIST WEALTH

 

WHAT IS THE OPPORTUNITY?

Join our team as a Project Specialist focused on ensuring department procedures align with current processes, regulatory requirements, and organizational goals. This role is critical in driving compliance, operational efficiency, and audit readiness while fostering continuous improvement.  

WHAT WILL YOU DO?

• Update and maintain department procedures to reflect current workflows, regulatory standards, and best practices.
• Ensure key process changes are documented, communicated, and implemented across teams.
• Identify gaps in existing procedures and collaborate with stakeholders to develop solutions.
• Manage internal audit requests, including coordinating file/document submissions and preparing teams for audit activities.
• Serve as a liaison during audits, articulating team responses and ensuring alignment with audit standards.
• Track audit findings and drive corrective actions to address deficiencies.
• Partner with directors and department managers on initiatives focused on process improvement, risk reduction, and organizational change.
• Liaise with internal/external stakeholders to meet project deadlines and goals.
• Develop project timelines, task trackers, and tools to maintain progress.
• Provide recurring metrics, status updates, and progress reports to stakeholders.
• Conduct data reconciliations to ensure accuracy (e.g., client data, mass mailings).
• Document process flows, identify inefficiencies, and propose improvements.

 

WHAT DO YOU NEED TO SUCCEED?
Required Qualifications

• 3 + years of experience in project management, process improvement, or automation initiatives.
• 3+ years of experience in Microsoft Excel (vlookups, pivot tables, charts), Word, PowerPoint, Adobe, and Outlook.
• 1+ years of experience with SalesForce

Additional Qualifications

• Proven experience in procedure documentation, compliance, or audit coordination.
• Track record of managing cross-functional projects.
• Advanced proficiency in Microsoft Excel (vlookups, pivot tables, charts), Word, PowerPoint, Adobe, Outlook, and Salesforce.
• Strong analytical and communication skills, with the ability to translate technical/regulatory requirements into actionable plans.
• Self-starter mindset with the ability to thrive in ambiguous or fast-paced environments.
• Excellent organizational skills, including planning, coordination, and deadline-driven execution.
• Innovative problem-solving mindset and self-starter attitude.
• Collaborative, team-oriented work style with a willingness to learn.
• Familiarity with regulatory frameworks (e.g., industry-specific standards) is a plus.
• Experience in audit preparation or response management preferred.

 

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. 

Project Wealth Specialist – Process Governance

Benefits and Perks 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.  

#LI-DN1

#CA-DN1

 Apply on company website