Project Specialist Wealth

City National Bank • New York, NY

8d • Onsite

About The Position

Join our team as a Project Specialist dedicated to driving department-level initiatives focused on process improvement, automation, and firm-wide project contributions. This role is critical in ensuring our department’s operations are efficient, innovative, and aligned with organizational goals, while fostering collaboration across multiple teams.

Requirements

• 3 + years of experience in project management, process improvement, or automation initiatives.
• 3+ years of experience with Microsoft Excel (vlookups, pivot tables, charts), Word, PowerPoint, Adobe and Outlook
• 1+ years of experience with Salesforce

Nice To Haves

• Strong analytical and problem-solving skills, with the ability to identify inefficiencies and propose solutions.
• Excellent communication and collaboration skills, with the ability to work effectively across teams.
• Excellent organizational skills, including planning, coordination, and deadline-driven execution.
• Innovative thinker with a passion for automation and process optimization.
• Experience with automation tools or process mapping software is a plus.
• Familiarity with firm-wide project management methodologies preferred.

Responsibilities

• Lead and support department-specific projects aimed at improving processes, implementing automation solutions, enhancing operational efficiency, and contributing to business growth.
• Collaborate with cross-functional teams to define project scope, timelines, and deliverables. Develop and maintain project timelines, task trackers, and tools to monitor progress.
• Gather and document project requirements from stakeholders across teams
• Track project progress and maintain accountability to timelines.
• Communicate status updates and manage stakeholder expectations.
• Identify opportunities for process optimization and automation within the department. Work with stakeholders to design, implement, and monitor solutions that streamline workflows and reduce manual effort.
• Create complex reports requiring large-scale data consolidation across multiples systems and provide recurring metrics. Conduct data reconciliation and accuracy checks for projects involving large datasets.
• Document process flows and ensure updates are communicated and adopted across teams.
• Facilitate communication between teams to resolve dependencies and ensure seamless project execution. Gather cross-functional feedback to support development of consistent, firm-wide reporting practices

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed