Wealth Management Product and Program Strategy Manager

WEALTH MANAGEMENT PRODUCT AND PROGRAM STRATEGY MANAGER WHAT IS THE OPPORTUNITY? Join our dynamic team as a Wealth Management Product and Program Strategy Manager, responsible for shaping and driving the strategy behind our wealth management offerings. In this role, you will develop innovative strategies tailored to client needs while aligning with market trends, ensuring we maintain a competitive edge and foster business growth. You'll oversee the development and management of CNB Wealth Management Products, Solutions, and Programs, collaborating with our Private Banking and Wealth Management team across all areas including City National Securities, Trust, and City National Rochdale. WHAT WILL YOU DO? Strategic Planning and Execution: Craft and implement comprehensive product and program strategies that resonate with our business goals and client expectations. Product Development and Innovation: Take the lead in launching new wealth management products and services that effectively cater to client needs and market demands. Drive WM Fee Income Revenue: Implement strategies vital for attracting and retaining clients, thereby boosting WM fee income. Competitive Analysis: Examine the competitive landscape to pinpoint best practices and opportunities for differentiation. Process Improvement: Actively identify and implement enhancements to streamline operations and maximize effectiveness. Performance Monitoring and Optimization: Monitor KPIs and utilize data analysis to uncover opportunities for improvement and optimization. Enhance Client Experience: Create and deliver high-quality products and services to enrich client experiences and foster stronger relationships. WHAT DO YOU NEED TO SUCCEED Required Qualifications Bachelor's Degree or equivalent. 15 years of experience in Wealth Management. 15 years in banking or management consulting with a focus on strategy and transformation. 15 years of management experience, encompassing business development, marketing, client experience, and go-to-market strategies. Additional Qualifications Master's degree preferred. Stakeholder Management: Effectively collaborate with product managers, sales teams, and senior leadership to ensure successful product outcomes. Client Focus: Deep understanding of client needs and translating these into actionable strategies. Communication and Presentation: Convey complex information effectively to diverse audiences, including executives and clients. Analytical and Critical Thinking: Strong skills in analyzing data to identify opportunities and make informed decisions. Experience in implementing large-scale projects successfully. Proven ability to create engaging client experience platforms across various channels (e.g., digital). Adept at managing multiple high-priority projects with varying deadlines. Capable of leading and motivating teams to execute strategic initiatives effectively. WHAT'S IN IT FOR YOU? Compensation Starting base salary: $141,830 - $263,408 per year. The exact compensation may vary based on skills, experience, and location. This position is eligible for bonuses and/or commissions. Benefits and Perks At City National, we strive for excellence, reflected in our comprehensive benefits and perks, including: Comprehensive healthcare coverage, including Medical, Dental, and Vision plans, available from the first of the month following the start date. Generous 401(k) company matching contributions. Career development opportunities through Tuition Reimbursement and internal training resources. Valued Time Away benefits, including vacation, sick leave, and volunteer time. Specialized health and family planning benefits, including fertility support as well as cancer, diabetes, and musculoskeletal support programs. Career Mobility support from a dedicated recruitment team. Colleague Resource Groups to facilitate networking and community engagement. ABOUT US City National Bank has been dedicated to helping our clients, colleagues, and communities thrive since its founding in 1954. As a subsidiary of the Royal Bank of Canada, one of North America's leading diversified financial services companies, we continue to uphold a legacy of integrity and unparalleled client relationships. For more information about our culture, visit the City National website. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT We foster an inclusive work environment where diversity is valued, and we are an equal opportunity employer. All qualified applicants will receive equal consideration for employment, regardless of race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status, or other protected categories. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. Violating this law may result in criminal penalties and civil liability. Basic qualifications are necessary for consideration. Applications are accepted on an ongoing basis until the position is filled. Unless indicated otherwise, reporting to a designated City National location is an essential function of this role.

Created: 2026-03-04