Project Specialist Wealth

City National Bank

New York, New York(remote)

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JOB DETAILS

SALARY

$78,970–$126,140 Per Year

JOB TYPE

Full-time

SKILLS

Agile Programming Methodologies, Analysis Skills, Architectural Design, Banking Services, Business Analysis, Business Processes, Business Strategy, Communication Skills, Community Support, Consulting, Customer Experience, Customer Relations, Data Analysis, Data Management, Data Modeling, Data Processing, Data Quality, Dental Insurance, Documentation, Entrepreneurship, Environmental Management, Financial Operations, Financial Procedures, Financial Services, Functional Testing, Health Plan, Investment Management, Lean Six Sigma, Maintain Compliance, Management Strategy, Matrix Management, Microsoft Excel, Multivariate Analysis, Network Support, Operations Management, Organizational Skills, Predictive Modeling, Process Analysis, Process Flow, Process Improvement, Process Management, Project/Program Management, Quality Assurance, Quality Metrics, Regulatory Compliance, Requirements Management, Risk, SQL (Structured Query Language), Six Sigma, Six Sigma Green Belt, Statistics, Team Player, Test Plan/Schedule, Time Management, Total Quality Management (TQM), Vision Plan, Wealth Management

LOCATION

New York, New York

POSTED

3 days ago

Overview:

PROJECT SPECIALIST WEALTH

WHAT IS THE OPPORTUNITY?

The Process Analyst position is responsible for working closely with the business units by assisting the Sr. Business Analyst facilitate workshops with stakeholders to gain in-depth understanding of business strategy, processes, services, roadmap and the context in which the business operates and provide solutions to both tactical and strategic needs. This role works with Process Owners and Process Managers across Wealth Management to 1) document process and data flows utilizing six sigma tools and methodologies 2) partner to identify and drive process improvements/transformations. Position will develop both written and visual depictions of project requirements and process flows. Works on moderately complex to complex issues and projects and processes.

WHAT WILL YOU DO?

Document and maintain process and data flows utilizing six sigma tools and methodologies.
Partner with process owners and process managers to identify and drive process improvements in highly complex and risk areas to maximize efficiency, quality and customer experience.
Derive solutions from an end-to-end perspective, often extending to upstream and downstream businesses and applications.
Review, analyze and make recommendations to the design and implementation of operational activities.
Identify required data elements, and create source-to-target mappings (including business logic) for data transformations.
Develop data quality metrics/ standards that identify gaps and ensure compliance with standards across the enterprise.
Solicit, understand, and document the business requirements, processes and workflows.
Lead the creation of requirements documents and serve as a subject matter expert to the developers building those functions, and work with the QA team to test the developed functionality.
Manage projects and work product through a matrix managed environment

WHAT DO YOU NEED TO SUCCEED?

Required Qualifications*

Bachelor's Degree or equivalent
3 years of advanced knowledge and relevant application / experience with statistical analysis, multivariate procedures, and financial services data infrastructures
3 years of experience in Financial Services or Banking industries
Lean Six Sigma Green Belt or equivalent

Additional Qualifications

Master's Degree in a related field is preferred
Broad knowledge of project management
5 years of advanced knowledge and relevant application / experience with statistical analysis, multivariate procedures, and financial services data infrastructures preferred
5 years of experience in Financial Services or Banking industries preferred
Expert of working in an agile environment creating user stories and closely working with technical team members to clarify and articulate requirements
At least 5 years of experience in Business Analysis Skills – Requirements analysis, Elicitation, Agile Methodologies
At least 5 years of experience in Development/ Configuration/solutions evaluation/ Validation and deployment
At least 5 years of experience in creating requirement specifications based on Architecture/Design /Detailing of Processes
At least 5 years of experience in capturing requirements related to internal/external consulting, documenting, and mapping current business process
Experience with project management
Analytical and Communication skills
Planning and Co-ordination skills
Ability to personally perform critical analysis, to critique the work of others, and to build the firms data management model
Strong knowledge and working understanding of finance, operations, portfolio management and trading concepts that intersect and interact with statistical analysis and predictive modeling.
Data analysis – Must have proficiency with SQL, Microsoft Excel, or equivalent
Knowledge of Total Quality Management, Lean Six Sigma, Design Thinking and OCM is a plus
Self-starter with an entrepreneurial spirit and an ability to bring clear direction in the face of uncertainty / ambiguity
Excellent communication skills, specifically regarding communicating technical data and statistical issues in a fashion that can be readily digested and understood by others.
Deadline driven
Innovative thinker
Collaborative, team-oriented work style
Willingness to learn in public
Highest standards of integrity

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

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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Project Specialist Wealth

City National Bank

New York, New York(remote)

About the Company

City National Bank

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