Wealth Management Product and Program Strategy Mgr

Wealth Management Product and Program Strategy Mgr

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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

Additional Qualifications

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 :

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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