Project Specialist

Project Specialist Wealth - Portfolio ManagementJoin 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.What Will You Do?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 teamsTrack 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 multiple 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 practicesWhat Do You Need To Succeed? Required Qualifications*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 Outlook1+ years of experience with SalesforceAdditional QualificationsStrong 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.What's In It For You? Compensation Starting base salary: $78,970 - $126,140 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:Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start dateGenerous 401(k) company matching contributionCareer Development through Tuition Reimbursement and other internal upskilling and training resourcesValued Time Away benefits including vacation, sick and volunteer timeSpecialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programsCareer Mobility support from a dedicated recruitment teamColleague Resource Groups to support networking and community engagementInclusion 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. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.