Wealth Management Product and Program Strategy Mgr

Wealth Management Product and Program Strategy Mgr Join to apply for the Wealth Management Product and Program Strategy Mgr role at City National Bank

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 and driving business growth.

WHAT WILL YOU DO?

Strategic Planning and Execution : Develops and implements comprehensive product and program strategies that align with the overall business objectives and client needs.

Product Development and Innovation : Plays a key role in the development and launch of new wealth management products and services, ensuring they meet client needs and market demands.

Drive WM Fee Income Revenue : Effectively implement product and program strategies crucial for attracting and retaining clients to drive WM fee income

Competitive Analysis : Analyzes the competitive landscape to identify best practices and opportunities for differentiation

Process Improvement : Proactively identifies and implements process improvements to enhance efficiency and effectiveness

Performance Monitoring and Optimization : Tracks key performance indicators (KPIs) and analyzes data to identify areas for improvement and optimization.

Enhance Client Experience : Develop and deliver high-quality products and services, wealth management firms can enhance the client experience and build stronger relationships

What Do You Need To Succeed

Bachelor's Degree or equivalent

15 years of experience in Wealth Management

15 years of experience in banking or management consulting with a strong focus on strategy and transformation.

15 years of management experience including business development, marketing, client experience, go-to-market strategies, building sales and marketing systems and client relationships.

Additional Qualifications

Master's preferred

Stakeholder Management : Collaborate effectively with various internal stakeholders, including product managers, sales teams, and senior leadership, to ensure successful product execution.

Client Focus : Understands client needs and preferences and translates them into actionable product and program strategies.

Communication and Presentation : Effectively communicates complex information to diverse audiences, including executives, sales teams, and clients.

Analytical and Critical Thinking : Possesses strong analytical and critical thinking skills to identify opportunities and make data-driven decisions.

Experience in implementing large-scale / complex Projects

Experience with implementing platforms to create an engaging client experience across all channels (e.g. digital etc)

Ability to effectively manage multiple competing high priority projects with varying deadlines

Ability to effectively lead and motivate teams to execute strategic initiatives

WHAT'S IN IT FOR YOU?

Compensation Starting base salary : $141,830 - $263,408 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

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.

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