Strategic Initiatives Program Manager - Private Banking

Job Description

STRATEGIC INITIATIVES PROGRAM MANAGER - LENDING SOLUTIONS

WHAT IS THE OPPORTUNITY?

This position will work directly with the Head of PB Strategy and Transformation and works closely with Division Administrative Manager, Head of PB Technology transformation, Credit administration, Risk and regional teams and is responsible for designing, implementing, management and maintenance of lending solutions for HNW/UHNW clients.This role will be critical in the Private Bank's strategy and transformation team and will spearhead the creation and implementation of the future roadmap for delivering a best in class lending experience for Private Banking clients on the enterprise's new loan origination platform.

Private Banking Division
As a member of City National's Private Banking group, you will help deliver tailored financial solutions to high- and ultra-high-net-worth families, select professional services firms and select nonprofits. Exceptional, customized service and integrated solutions and strategies, investment management, trust and wealth planning set this team apart.

WHAT WILL YOU DO?

• Responsible for defining and executing the customer journey for external customers and internal stakeholders, and supporting the division's lending solutions roadmap.
• Manages all aspects of the program delivery lifecycle from roadmap definition into a well-defined and managed solutions governance and delivery model that takes into account competing priorities, stakeholders, and third-party providers.
• Partners with Senior Private Banking Leadership, and Learning & Development on Change Strategy to communicate the benefit of, and encourage the adoption of, a best-in-class Lending Experience by customers and internal business teams alike.
• Work in close collaboration with credit team, CRM team, risk team and bankers to define the capabilities required in the loan origination platform that address the needs of Private Banking lending solutions.
• Work with nCino project team, technology team to ensure the project roadmap and subsequent delivery aligns with Private Banking requirement
• Build and track overall platform adoption KPIs and socialize with Private Bank leadership team
• Serve as a nCino evangelist within the Private Bank, to bring best practices to life, drive adoption and usage, and continuously enhance the performance of the platform and processes.

WHAT DO YOU NEED TO SUCCEED

Must-Have*

• Master's Degree MBA, or other advanced degree
• 5-7 years of experience in Financial Services or Banking industries
• Experience working on commercial lending technology platforms

Skills and Knowledge

• MBA, or other advanced degrree
• 3-5 years of experience in large transformational projects
• 5 years of experience in Commercial lending
• 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 capturing requirements related to internal/external consulting, documenting, and mapping current business process
• At least 5 years of experience in Development/ Configuration/solutions evaluation/ Validation and deployment
• Analytical and Communication skills
• Planning and Co-ordination skills, engage with stakeholders - risk management, compliance for their inputs and approval for the updates to the processes
• Self-starter with an entrepreneurial spirit and an ability to bring clear direction in the face of uncertainty / ambiguity
• Demonstrated ability to Influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results.
• Proficiency with MS Excel and PowerPoint
• Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities.
• Diverse problem solving experience

Compensation

Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.

*To be considered for this position you must meet at least these basic qualifications
The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

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. Get an inside look at our Benefits and Perks.

INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by law.

ABOUT CITY NATIONAL

We start with a basic premise: Business is personal. Since day one we've always gone further than the competition to help our clients, colleagues and community flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues to drive phenomenal growth today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies.