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Account Services Manager
City National Bank - Los Angeles, CA
ACCOUNT SERVICES MANAGER WHAT IS THE OPPORTUNITY? Responsible for the day-to-day interaction and relationship management support of an assigned portfolio of high value and/or complex branch banking clients. In collaboration with the Branch Manager and Relationship Managers, the ASM works to address portfolio servicing needs, enhance relationship profitability whil...
Private Wealth Analyst
City National Bank - Los Angeles, CA
PRIVATE WEALTH ANALYST WHAT IS THE OPPORTUNITY? Supports Private Banking client teams in delivering investment analysis and financial planning materials for high-net-worth and ultra-high-net-worth individuals and families within a specific region. Partners with PB team in business development and relationship management activities to support investment management ...
Senior Market Strategist
City National Bank - New York, NY
SENIOR MARKET STRATEGIST WHAT IS THE OPPORTUNITY? This senior role is responsible for translating centralized investment guidance from the Bank's Investment Management Group into actionable, usable insights for City National Rochdale's independent advisor business. The Senior Market Strategist serves as a bridge between enterprise-level investment strategy and Roc...
Specialty Wealth Asset Officer Senior
City National Bank - New York, NY
SPECIALTY WEALTH ASSET OFFICER SENIOR WHAT IS THE OPPORTUNITY? Provides investment/asset management services for Specialty Wealth Assets (real estate, closely held entities with real estate as an underlying asset, Mineral/Oil/Gas interests), held in fiduciary accounts on the Wealth Management platform of CNB and RBC. Functions as an asset and investment manager, i...
Specialty Wealth Asset Officer Senior
City National Bank - Pasadena, CA
SPECIALTY WEALTH ASSET OFFICER SENIOR WHAT IS THE OPPORTUNITY? Provides investment/asset management services for Specialty Wealth Assets (real estate, closely held entities with real estate as an underlying asset, Mineral/Oil/Gas interests), held in fiduciary accounts on the Wealth Management platform of CNB and RBC. Functions as an asset and investment manager, i...
Specialty Wealth Asset Officer Senior
City National Bank - Irvine, CA
SPECIALTY WEALTH ASSET OFFICER SENIOR WHAT IS THE OPPORTUNITY? Provides investment/asset management services for Specialty Wealth Assets (real estate, closely held entities with real estate as an underlying asset, Mineral/Oil/Gas interests), held in fiduciary accounts on the Wealth Management platform of CNB and RBC. Functions as an asset and investment manager, i...
Specialty Wealth Asset Officer Senior
City National Bank - SF, CA
SPECIALTY WEALTH ASSET OFFICER SENIOR WHAT IS THE OPPORTUNITY? Provides asset management services for Specialty Wealth Assets (Commercial and Residential Real Estate, LLC–LP-Closely Held Entities, Mineral/Oil/Gas Interests), held in fiduciary accounts on the Wealth Management platform of CNB and RBC. Functions as an asset and investment manager, including provi...
Specialty Wealth Asset Officer Senior
City National Bank - New York, NY
SPECIALTY WEALTH ASSET OFFICER SENIOR WHAT IS THE OPPORTUNITY? Provides asset management services for Specialty Wealth Assets (Commercial and Residential Real Estate, LLC–LP-Closely Held Entities, Mineral/Oil/Gas Interests), held in fiduciary accounts on the Wealth Management platform of CNB and RBC. Functions as an asset and investment manager, including provi...
Specialty Wealth Asset Officer Senior
City National Bank - Pasadena, CA
SPECIALTY WEALTH ASSET OFFICER SENIOR WHAT IS THE OPPORTUNITY? Provides asset management services for Specialty Wealth Assets (Commercial and Residential Real Estate, LLC–LP-Closely Held Entities, Mineral/Oil/Gas Interests), held in fiduciary accounts on the Wealth Management platform of CNB and RBC. Functions as an asset and investment manager, including provi...
Specialty Wealth Asset Officer Senior
City National Bank - Irvine, CA
SPECIALTY WEALTH ASSET OFFICER SENIOR WHAT IS THE OPPORTUNITY? Provides asset management services for Specialty Wealth Assets (Commercial and Residential Real Estate, LLC–LP-Closely Held Entities, Mineral/Oil/Gas Interests), held in fiduciary accounts on the Wealth Management platform of CNB and RBC. Functions as an asset and investment manager, including provi...
Project Specialist Wealth
City National Bank - New York, NY
Project Wealth Specialist – Portfolio Management WHAT IS THE OPPORTUNITY? 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, innovati...
Client Manager Senior– Preferred Banking
City National Bank - Los Angeles, CA
CLIENT MANAGER SENIOR– PREFERRED BANKING Downtown Los Angeles, CA WHAT IS THE OPPORTUNITY? Responsible for contributing to overall Preferred Banking sales efforts, maintaining first-in class service levels for their clients, and all aspects of operational integrity. Is secondary point of contact and service provider for existing and newly d...
Investment Operations Securities Specialist Senior
City National Bank - Los Angeles, CA
INVESTMENT OPERATIONS SECURITIES SPECIALIST SENIOR WHAT IS THE OPPORTUNITY? The Senior Securities Specialist will support responsibilities assigned to the Trust Operations team. Position will serve as a liaison between City National Bank and SEI Private Trust Company for such transactions as DDA Sweeps, Notes and Liabilities, Corporate Actions, Mutual Fund Trades,...
Relationship Manager Senior CB
City National Bank - Irvine, CA
RELATIONSHIP MANAGER SENIOR CB WHAT IS THE OPPORTUNITY? Develops and manages relationships with commercial clients in the assigned business segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated authority. Manages overall relationship profitability and p...
Sales Officer III - Treasury Management
City National Bank - SF, CA
SALES OFFICER III - TREASURY MANAGEMENT WHAT IS THE OPPORTUNITY? This position is responsible for the development and direct sale of treasury management products and services to new clients and the expansion of existing treasury management customer relationships. The incumbent will support business development activities of CNB line units and develop sales strategies to aggressively...
