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Investment Management Governance Office Business Analyst
City National Bank - New York, NY
INVESTMENT MANAGEMENT GOVERNANCE OFFICE BUSINESS ANALYST WHAT IS THE OPPORTUNITY? Working within the Wealth Management division, you will be part of the team that provides oversight and guidance to City National's lines of business with a strong focus on integrated and streamlined investment management governance programs. WHAT WILL YOU DO? Build and sustain effective r...
Investment Management Governance Office Senior Business Analyst
City National Bank - New York, NY
INVESTMENT MANAGEMENT GOVERNANCE OFFICE SENIOR BUSINESS ANALYST WHAT IS THE OPPORTUNITY? Working within the Wealth Management division, you will be part of the team that provides oversight and guidance to City National's lines of business with a strong focus on integrated and streamlined investment management governance programs. WHAT WILL YOU DO? Build and sustain effe...
Investment Management Governance Office Senior Business Analyst
City National Bank - Los Angeles, CA
INVESTMENT MANAGEMENT GOVERNANCE OFFICE SENIOR BUSINESS ANALYST WHAT IS THE OPPORTUNITY? Working within the Wealth Management division, you will be part of the team that provides oversight and guidance to City National's lines of business with a strong focus on integrated and streamlined investment management governance programs. WHAT WILL YOU DO? Build and sustain effe...
Manager, Wealth Operations (Client Service/Asset and Money Movement)
City National Bank - New York, NY
MANAGER OPERATIONS WHAT IS THE OPPORTUNITY? The Operations Department Manager directly supports our clients, portfolio management team, and partners financial advisors. Responsibilities include the oversight of the movement of money in and out of the managed accounts, reviewing daily cash transactions and resolving retirement and custodian issues. WHAT WILL YOU DO? Mana...
Portfolio Manager
City National Bank - Chicago, IL
PORTFOLIO MANAGER WHAT IS THE OPPORTUNITY? Manage City National Rochdale client assets. Develop investment strategies and make investment decisions, to achieve clients' investment goals. WHAT WILL YOU DO? Relationship Management Expand and deepen relationships with financial advisors and clients. Act in a leadership role and as technical resource for adv...
Client Services Quality Assurance Trainer
City National Bank - Los Angeles, CA
CLIENT SERVICES QUALITY ASSURANCE TRAINER WHAT IS THE OPPORTUNITY? Responsible for working with internal teams to obtain an in depth understanding of all Treasury products and document detailed process guides for Client Services ensuring they are always up to date. Develop and deliver training to Client Services team on Treasury products. Gather, track and deliver client feedba...
Investment Consultant (External Wholesaler)
City National Bank - Boston, MA
INVESTMENT CONSULTANT - Remote based in MA WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net worth investors who have expressed an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor...
Wealth Management Product and Program Strategy Mgr
City National Bank - Los Angeles, CA
WEALTH MANAGEMENT PRODUCT AND PROGRAM STRATEGY MGR WHAT IS THE OPPORTUNITY? Responsible for CNB's Wealth Management Product and Program Strategy. This individual will be responsible for developing and executing strategies for wealth management products and programs, aligning with client needs and market trends, while ensuring competitive advantage a...
Wealth Management Product and Program Strategy Mgr
City National Bank - SF, CA
WEALTH MANAGEMENT PRODUCT AND PROGRAM STRATEGY MGR WHAT IS THE OPPORTUNITY? Responsible for CNB's Wealth Management Product and Program Strategy. This individual will be responsible for developing and executing strategies for wealth management products and programs, aligning with client needs and market trends, while ensuring competitive advantage a...
Wealth Management Product and Program Strategy Mgr
City National Bank - SF, CA
WEALTH MANAGEMENT PRODUCT AND PROGRAM STRATEGY MGR WHAT IS THE OPPORTUNITY? Responsible for CNB's Wealth Management Product and Program Strategy. This individual will be responsible for developing and executing strategies for wealth management products and programs, aligning with client needs and market trends, while ensuring competitive advantage a...
Investment Consultant (External Wholesaler)
City National Bank - Blacklick, OH
INVESTMENT CONSULTANT - Remote based in OH or MI WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net worth investors who have expressed an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, accountin...
Investment Management Governance Office Business Analyst
City National Bank - Wilmington, DE
INVESTMENT MANAGEMENT GOVERNANCE OFFICE BUSINESS ANALYST WHAT IS THE OPPORTUNITY? Working within the Wealth Management division, you will be part of the team that provides oversight and guidance to City National's lines of business with a strong focus on integrated and streamlined investment management governance programs. WHAT WILL YOU DO? Build and sustain effective r...
Investment Management Governance Office Business Analyst
City National Bank - Los Angeles, CA
INVESTMENT MANAGEMENT GOVERNANCE OFFICE BUSINESS ANALYST WHAT IS THE OPPORTUNITY? Working within the Wealth Management division, you will be part of the team that provides oversight and guidance to City National's lines of business with a strong focus on integrated and streamlined investment management governance programs. WHAT WILL YOU DO? Build and sustain effective r...
Reporting Analyst III
City National Bank - Newark, DE
REPORTING ANALYST III WHAT IS THE OPPORTUNITY? The Reporting Analyst III is an integral part of the Enterprise Fraud Management team. The role is accountable for owning and evolving Fraud Risk Management managerial reporting. Reporting includes gathering data from Tableau dashboards, the Fraud Data Hub, and other sources, conducting data analysis...
Business Development Specialist
City National Bank - New York, NY
BUSINESS DEVELOPMENT SPECIALIST WHAT IS THE OPPORTUNITY? Are you a self-motivated financial professional looking to build your career in an entrepreneurial environment and help make a sales impact? City National Rochdale, a specialized high-net-worth investment manager, is looking for a persuasive communicator that has the drive and persistence needed to deliver new Financia...
