City National Bank

Manage client relationships post-sale, ensure customer satisfaction, and support SaaS product adoption. | Extensive SaaS onboarding, client service, personnel management, and financial expertise are required, which do not align with your experience. | LEAD CLIENT SUCCESS MANAGER AGILLINK WHAT IS THE OPPORTUNITY? The Datafaction Client Success Consultant is responsible for all aspects of maintaining the client relationship after the sale. This will include consultation, planning, onboarding and execution to ensure the client achieves full operational value from our SaaS products and services with the goal of facilitating client retention and loyalty. The key activities of this position are: examination of client business processes, making recommendations to align those processes to our SaaS offerings, development of education/training plans, delivering product education in person or remotely, follow-up on and resolution of reported issues, and ensuring all activities support a healthy Client Satisfaction (CSAT) Score through regular "client health" check-ins to monitor the stability of the relationship. WHAT WILL YOU DO? Independent management of the client relationship after the sale to support client success within our SaaS products and services Active ownership of the CSAT process and implementation of refinements as needed. As the organization grows ensure the CSAT process monitors relevant information and that it also matures in terms of measuring the success of both our offerings and the clients' needs Evaluate client business activities and map them to equivalent processes in our SaaS product(s) Design of the clients' financial statements and general ledger chart of accounts Consultation on data migration from other accounting software or legacy systems to our products. If using our legacy-to-AgilLink conversion process for adoption, assist with data cleanup in preparation for migration. Development and delivery of education plans regarding the SaaS Accounting Software Conduct classes, seminars and other learning as required by the client education plan Act as client advocate to identify points of failure, defects or other issues and proactively manage, follow-up and facilitate remediation Provide data as needed to calculate Client Success Score. Monitor, manage and drive activities to support increases in the CSAT score Collaborate with other departments as needed to service client needs or act as SME WHAT DO YOU NEED TO SUCCEED? Required Qualifications* Minimum 10 years onboarding in a SaaS technology environment Minimum 10 years delivering direct client services Minimum 10 years personnel management, development Additional Qualifications Bachelors degree preferred Proven track record in leading teams including career pathing, development, performance evaluation and compensation decisions Advanced experience with financial accounting, consolidated financial reporting, accounting for investments Highly developed ability to determine client needs, develop action plans and successfully execute against those plans Excellent written, verbal and interpersonal communication skills, especially in developing education collateral and public presentations Focus on managing toward goals and delivering results WHAT'S IN IT FOR YOU? Compensation Starting base salary: $92,114 - $156,880 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 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 Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION 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. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

Lead and manage large-scale enterprise transformation programs, develop business cases, monitor budgets, and facilitate executive decision-making. | Minimum 5 years managing complex projects, experience with analytics, and strong communication and organizational skills; PMP or PgMP certification preferred. | ENTERPRISE PROGRAM MANAGER WHAT IS THE OPPORTUNITY? Work closely with multiple functional areas with business performance management, analytics enablement, growth/strategy, process improvement, cost reduction, technology implementation and enterprise transformation. Identify key value drivers and defining metrics to inform performance, support decision making, and foster positive behavior and actions. WHAT WILL YOU DO? Serve as the leader over large scale programs that focus on business transformation program strategy, roadmap, and implementation Develop business plans and cost benefit analysis for assessment by Senior Leadership Track and escalate issues and risks, ensuring full mitigation and resolution, drive transformational change holistically and work on a variety of projects across the Enterprise Transformation effort Manage multiple concurrent programs and projects, delivering implementations for business partners Lead development of business cases to support large capital projects Manages a large scale Program across multiple business lines in cooperation with Senior Level Executive guidance in order to meet deliverable targets Responsible for developing, maintaining, monitoring and forecasting Program budget Will develop and maintain the Program resource plan Provides Executive level reporting to clearly convey program status, issues, risks and timeline Will facilitate and drive key decisions from Executive leadership as needed Develops working relationships with clients & business partners ensuring that business plans are coordinated, aligned and support department and firm goals and objectives Supports and effectively communicates program goals, objectives, vision and values. Proactively recognizes, plans and acts on the need for improvement and helps groups to overcome resistance to change Develops and maintain Communication Plan with key business stakeholders Will facilitate and lead weekly status meetings with core team and Steering Committee WHAT DO YOU NEED TO SUCCEED? Required Qualifications* Bachelor's Degree or equivalent Minimum 5 years of experience with managing large, complex projects and programs Minimum of 5 years technical experience using analytics to solve business problems and monitor risks; and applying analytic technologies to deliver value to the business. Additional Qualifications Masters Degree preferred and 5 to 7+ years of experience managing large, complex projects and programs spanning across multiple lines of business, or equivalent combination of education and experience 7+ years of project management experience with at least 5 years of pure business project management Proven track record with strategic planning, program management and business architecture concepts and methodologies. Certified Program Management Professional (PMP) or Program Management Certification (PgMP) and continuing to maintain certification. 5-7+ years of experience management consulting or advisory services experience managing large-scale projects or strategy engagements preferred Proficiency with MS Project, Excel, Visio, PowerPoint and SharePoint Demonstrated ability to communicate ideas clearly and concisely Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities Requires a solid understanding of the organization's business Ability to convey credibility, confidence and sense of authority across a large team Strong communication/facilitation skills Strong analytical skills Strong project management skills/experience Ability to balance daily tactical needs along with strategic long term continuous improvement efforts WHAT'S IN IT FOR YOU? Compensation Starting base salary: $122,535 - $208,715 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 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 Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION 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. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

Support development and implementation of compliance controls, analyze risk and compliance data, and coordinate with various teams to ensure effective risk management. | Requires 2+ years in financial services or related roles, with strong problem-solving, stakeholder management, and proficiency in MS Excel and PowerPoint. | BUSINESS CONTROLS ANALYST I WHAT IS THE OPPORTUNITY? This position will work directly with the City National Bank's ("CNB") Business Control Managers ("BCM"s) and Business Control Senior Analyst and or Lead for Consumer Banking and will partner with the Risk Framework leadership team. Responsibilities will encompass understanding controls required for compliance with applicable regulations, identification of relevant issues, solution design, design of required controls and monitoring, leveraging industry practices and coordination with colleagues across the organization.This role is expected to contribute constructively and balance challenges, supporting alignment of business objectives with CNB's risk appetite and established limits. WHAT WILL YOU DO? Responsible for the support in development and implementation of compliance-related assessments, programs, development of controls to aid in implementation of regulation, rules, and risk management requirements. Analyze, evaluate and periodically review relevant compliance and risk management practices across the organization, including activities at network affiliates. Collaborate closely with colleagues across the 2nd and 3rd lines to strengthen the control environment and enhance risk management practices. Analyze and evaluate data that effects the technical, operational, and business functions and provide insight to the practical impacts/implications to the business line. Support on Control Standards to ensure compliance-related controls are documented in line with the standards Participate in execution of essential risk program functions, including Compliance Risk Assessments, Key Risk Indicators (KRI) review, Issue Management, Operational Losses, and more. Provide informed and valuable risk and control perspectives other members of the Business Control team and Business Units. Coordinate 2LOD Review & Challenge interactions with LOB, engage with 2LOD Compliance Testing (including RBC) to provide sufficient guidance and support during the testing period Assist with the development of a robust risk culture, risk conduct, and risk literacy within the first line of defense, including design and implementation of preventive and detective controls relating to Entertainment Banking activities (focus on Compliance-related controls) Coordinate with 1st LOD Testing team to understand observations related to compliance controls and ensure appropriate actions are documented to remediate gaps Act as the business teams’ liaison for business line risk management, compliance activities, legal engagement, and internal or external audits. Act as a liaison representing Business Control Office at internal meetings; establishing and cultivating strong working relationships with all stakeholders. Attend meetings with and/or in place of SVP BCO, provide feedback and escalate decision. Build and sustain effective relationships and alliances both internally and across all lines of business and staff areas to help deliver results and to ensure opportunities are identified, analyzed and managed appropriately. Understand interdependencies to achieve success. Partner with team members to contribute concise communication materials for senior management. Develop presentations for internal and external meeting that are compelling, concise, and graphical to convey message. Prioritize organizational risk management objectives. Participate in special projects as necessary. Facilitate audit and examination activities. WHAT DO YOU NEED TO SUCCEED? Required Qualifications* Bachelor's Degree 2+ years within or related to financial services Additional Qualifications 2 years in a role requiring complex problem solving Strong interpersonal and influencing skills – and ability to interact with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources Strong emerging end-to-end generalist problem solving skills, e.g., Defining and deconstructing problems Prioritizing issues and analysis Structuring and building quantitative and qualitative/conceptual analyses Knowledge in Financial Services, Project Management 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. Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional Operate well under stress, even faced with tight timelines for ambitious deliverables Significant experience in driving operational change with front line to senior leadership personnel Excellent relationship and stakeholder management skills Be able to handle uncertainty well, and are able to simplify complexity WHAT'S IN IT FOR YOU? Compensation Starting base salary: $60,500 to $104,500. 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 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 Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION 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. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

Manage and develop banking products, collaborate with teams, analyze market trends, and ensure product performance and compliance. | Minimum 5 years of product management, 3 years in banking, and experience managing medium to large projects. | Overview: PRODUCT MANAGER III - COMMERCIAL ONLINE PLATFORMS WHAT IS THE OPPORTUNITY? The Product Management function includes the following responsibilities: Develops, manages, and owns products and programs that support corporate defined strategies and initiatives and contribute to the bank's competitive edge in the marketplace. Creates new products to increase market share. Develops and enhances strategic products to meet the bank's profitability goals. Provides direction and support relative to product design, enhancement, research, pricing/fees/profitability, implementation, analysis, reporting and performance. Product Management is an ongoing cycle. It begins with analysis of needs and opportunities, leading to product development. Once the product is developed, colleagues must be trained, policies and procedures developed, pricing and positioning established, and marketing materials created. Subsequently, product tracking occurs, followed by analysis and recommendations to enhance the product to provide better service to clients or to be more competitive in the marketplace. Product Management coordinates and manages the formulation and implementation of all activities for a specific product or product line from conception to marketplace; performs economic and market research and analysis; provides product documentation and training; and serves as technical advisor on matters concerning the designated product and/or product line. WHAT WILL YOU DO? Product Ownership & Agile Responsibilities • Act as the Product Owner for assigned products/product lines, representing the voice of the business and ensuring alignment with business goals. • Collaborate with agile teams to prioritize and manage the product backlog, breaking down large initiatives into smaller, actionable user stories. • Define acceptance criteria for user stories and ensure that delivered work meets the definition of done. • Participate in agile ceremonies, including sprint planning, backlog refinement, and retrospectives, to support the team and ensure alignment with product goals. • Work closely with the development team to answer questions, provide clarification, and remove roadblocks during delivery. Product Management Responsibilities • Manage assigned products/product lines, including their performance, profitability, and competitiveness, with end-to-end ownership. • Identify, evaluate, and implement measures to improve product performance and client satisfaction. • Conduct regular market and competitor analysis to identify opportunities for product enhancement and development. • Prepare reports and analyses on assigned products/product lines, presenting findings to Bank Management (e.g., PRC, ALCO) on a regular basis. Technical Product/Application Management • Own and manage assigned platforms/applications end-to-end including responsibility for ensuring the application’s operational success, technical integrity, and alignment with business objectives. • Collaborate with engineering and technical teams to ensure the development of technically sound and scalable solutions. • Serve as a technical advisor on matters concerning the designated product and/or product line, providing guidance on architecture, integrations, and system capabilities. • Monitor development activities to ensure alignment with product objectives, budget, quality standards, and schedule. • Provide operational support for technical product issues, including troubleshooting and resolution. Client-Centric Product Development • Engage with internal and/or external clients and stakeholders to gather feedback, understand needs, and prioritize features that deliver maximum value. • Develop and maintain strong relationships with internal and external stakeholders to ensure alignment and collaboration. • Create and deliver training materials, marketing collateral, and product documentation to support product adoption and usage. Strategic Planning & Execution • Lead the formulation and implementation of product strategies that align with the bank's overall goals and objectives. • Develop and execute go-to-market strategies, including pricing, positioning, and promotional plans. • Manage the product management portion of acquisition conversions, including product mapping, analysis, and client communication. Compliance & Risk Management • Ensure all products, applications, and processes comply with applicable banking laws, regulations, internal policies, and procedures. • Identify and mitigate risks associated with development as well as day-to-day management. • Own and manage various risk assessments and annual reviews associated with the assigned scope of responsibility. Continuous Improvement • Monitor product performance and feedback to identify areas for improvement. • Recommend and implement changes to enhance product quality, reduce costs, and improve client satisfaction. WHAT DO YOU NEED TO SUCCEED? Required Qualifications* • Minimum 5 years of product management experience required. • Minimum 3 years of banking experience required. • Minimum 3 years of experience managing medium to large projects required. Additional Qualifications • Excellent project planning and managerial skills are required to plan, assign and monitor all assigned projects. • Extensive industry/business knowledge necessary. • Displays creativity when designing solutions to problems. • Colleague typically has five to eight years related experience with over two years managing an extensive project(s) and/or large team(s). WHAT'S IN IT FOR YOU? CompensationStarting base salary: $92,114 - $156,880 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 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 Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION 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. • Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. Remote About the Company: City National Bank

Supporting process improvement initiatives through analyzing current processes, designing solutions, and managing change implementation. | Requires 3-5 years of relevant experience in financial services or banking, Lean Six Sigma Green Belt, and familiarity with project management and stakeholder engagement. | Overview: PROCESS ANALYST S&PI WHAT IS THE OPPORTUNITY? This position is responsible for supporting the team in gaining in-depth understanding of strategy, organizations, processes, and roadmaps to provide tactical and strategic solutions. The role partners across multiple functions (Business Owners, Process Owners, SMEs, Product Owners, Controls, 2LOD, Technology, etc.) to identify requirements in the design of new processes, operating models, or solutions. This role also supports the team in execution from concept through change implementation and adoption, requiring strong written and verbal communications and project management skills to communicate insights, recommendations, and progress. This role requires comfort with moderately complex to complex issues, processes, and projects, as well as ability to independently drive output for team's feedback. WHAT WILL YOU DO? • Reviewing, researching, and documenting current state processes, org structures, workflows, and supporting toolsets • Sourcing, analyzing, and interpreting data to provide summary information and insights • Analyzing processes understand key metrics and identify improvement opportunities • Leveraging process improvement best practices to meet requirements and desired outcomes, with associated metrics/measurement • Assisting with designing solutions with more in-depth problem solving - understanding client outcome, E2E process, root cause analysis, requirements development, future state operating model design • Independently leading discussions and meetings with stakeholders to obtain consensus • Emerging ability to own a workstream and manage more senior stakeholders, including articulating recommendations and thought-process • Supporting execution and rollout/implementation of changes, including working with SMEs on communication and training plans • Developing presentations, executive summaries, process flows, requirements, and project status reports • Other management and project support or reporting WHAT DO YOU NEED TO SUCCEED? Required Qualifications* • Bachelor's Degree or equivalent • 3-5 years of relevant experience in financial services or banking industry • Lean Six Sigma Green Belt or equivalent Additional Qualifications • Proficient with left hand side, less support + • Process analysis; exposure to Lean Six Sigma • Familiarity with Agile/Scaled Agile (SaFE) practices • Proficient in project management, stakeholder management, and related reporting WHAT'S IN IT FOR YOU? CompensationStarting 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 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 Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION 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. • Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. Remote About the Company: City National Bank

Manage and lead operations team overseeing money movement, client account processes, and vendor relationships while improving operational procedures. | Bachelor's degree, 5-7 years financial services experience, 2-3 years management experience, Microsoft Office proficiency, and preferably Series 7 and 24 licenses. | MANAGER OPERATIONS WHAT IS THE OPPORTUNITY? The Operations Department Manager directly supports our clients, portfolio management team, and partners financial advisors. Responsibilities include the oversight of the movement of money in and out of the managed accounts, reviewing daily cash transactions and resolving retirement and custodian issues. WHAT WILL YOU DO? • Manage and lead a team of analysts across all aspects of operations. This includes employee morale, HR issues, colleague development, planning, time management, and training. Escalate critical issue to management as needed. • Oversee daily operations process. Assist operations team with any questions or problems that arise. Coordinate with Pershing on any outstanding issues. Work with Portfolio Management teams and Financial Advisors to solve any problems or complex issues that might arise. • Oversee and develop the middle office team. Manage and lead the associates and foster the relationship between these associates and the portfolio manager teams. • Review and approve all asset movement requests. Ensure all procedures have been followed and proper paperwork received, signatures, and client verifications. Verify all information has been input correctly in the system and approve so Pershing can process. • Oversees the RMD process for the Pershing clients. Tracks all clients and makes sure any account that is required to take a distribution satisfies the requirement. • Identify and establish new process/procedures to improve current operations and streamline activities. • Build and strengthen relationships with vendors, custodians and internal/external partners. • Contribute to ad hoc projects as they relate to both the operational aspect of client accounts and department-wide process improvement. • Oversee proxy voting, corporate actions, margin details, source of funds reporting, IRS B Notices, and Private Investments. WHAT DO YOU NEED TO SUCCEED? Required Qualifications* • Bachelor's Degree or equivalent • 5-7 years of experience in financial services • 2-3 years of experience in management capacity • 2 years of experience using Microsoft Office applications Additional Qualifications • Experience working in an operations or Client Services department for investment management firm. • Excellent verbal/written communication skills in order to interact with all levels of firm's colleagues and clients required. Demonstrated use of effective sales and communication skills. • Excellent interpersonal skills to interact effectively with all levels of business. • Ability to multi-task and perform with a high degree of accuracy in a fast-paced, dynamic environment with heavy workloads and high call volumes. • Proactively develop self to continuously improve knowledge, skills and credentials and communicate development needs to CN Rochdale Managers. • Series licenses 7, 24 preferred WHAT'S IN IT FOR YOU? Compensation Starting base salary: $95,729 - $152,860 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 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 Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION 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. • Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. #LI-DN1 #CA-DN1

Serve as primary contact for Treasury Management clients to resolve issues, coordinate with bank units, prepare reports, and provide training and feedback on products and services. | Bachelor's degree, 2-3 years customer service experience in banking, direct client contact, proficiency with MS Office, and preferably treasury management or call center experience. | SERVICE REPRESENTATIVE II - TREASURY MANAGEMENT WHAT IS THE OPPORTUNITY? Serves as primary customer service & training contact for Treasury Management Services. Acts as liaison between clients and various Bank units to independently respond to client inquires and resolve outstanding issues. Manages customer relationship by attaining permanent resolution to issue, which includes assessing the cause of issue and recommending additional products/services. Provides consultative input to Operation and Product Management for problem resolution or prevention. Performs operations and administrative functions for unit under minimal supervision. Keeps abreast of new and changes to existing products and services. WHAT WILL YOU DO? • Serves as primary contact for clients and various units in the research and resolution of problems and inquiries. Consistently exercises discretion and judgment when interacting with clients to determine present and future needs and discuss progress toward solutions. Ensures client satisfaction. • Acts as liaison between client and other Bank units to resolve problems and comply with client requests. • Coordinates with clients, account officers and appropriate departments to ensure that clients are properly serviced, paperwork is properly executed and all operational arrangements are in place to service assigned accounts. • Prepares monthly and quarterly management reports, utilizing various PC software including spreadsheet, database, analytical and graphics software packages and completes other spreadsheet analytical and research projects as assigned. • Maintains a proactive commitment to established Bank programs, such as CustomerFirst, Community Reinvestment Act (CRA) and Equal Employment Opportunity. • Facilitate and deliver virtual conference calls and/or workshops. • Provide feedback and collaborate with subject matter experts to understand new product offerings and/or enhancements. • Provide feedback and collaborate with subject matter experts to ensure training materials and methodology and up-to-date and relevant, to guarantee a positive and seamless client experience. WHAT DO YOU NEED TO SUCCEED? Required Qualifications* • Bachelor's Degree or equivalent • Minimum 2-3 year experience in customer service operations in a banking environment required. • Minimum 2 year with direct client contact required • Minimum 2 year experience with MS office applications Additional Qualifications • Strong analytical, organizational and problem solving skills. • Strong PC skills including spreadsheet and database manipulation required. • Strong verbal and written communication skills. • Experience in Cash Management/Treasury Management preferred • Experience in a customer service call center/service center preferred • Strong leadership skills • Strong interpersonal skills • Strong Analytical, organizational and problem solving skills • Strong PC skills including database and spreadsheet manipulation • Strong verbal and written communication skills • Able to monitor call queues and pending work queues • Ability to interface in an effective and professional manner with colleagues, clients and business partners • Good knowledge of banking operations and procedures WHAT'S IN IT FOR YOU? Compensation Starting base salary: $25.93 - $41.43 per hour. 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 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 Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION 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. • Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

Develop, test, implement, and support business systems and reporting for Capital Markets, including user training, troubleshooting, and collaboration with multiple business units. | Minimum 5 years experience with database/reporting tools, 3 years in financial services, strong system analysis skills, familiarity with financial systems and regulatory compliance, and excellent communication. | Overview: BUSINESS SYSTEMS ANALYST LEAD CAPITAL MARKETS WHAT IS THE OPPORTUNITY? Develop, test, implement, and end-user training and support of a wide variety of the Bank's systems involved in the various division specific systems and processes. Serve as the business expert for the development, maintenance, training, regulatory compliance and support of all processes related to systems. Coordinate business unit efforts required for project implementation and oversees all required post-implementation tasks to ensure business unit satisfaction. Perform system administrative, configuration and reporting functions in the division which are NOT the responsibility of Technology and Innovation (T&I). Runs database queries or creates Reports in support of management information needs. WHAT WILL YOU DO? • Determine business unit system needs and objectives and consults with business unit regarding problems with current business applications or systems, enhancements, or new functionality. • Prepare business and system requirements for maintenance/enhancements and present recommendations to division management. • Gather and writes-up business and system requirements, prepare test scripts, quality controls all changes, develop and code documents and supports the Capital Markets teams trouble shooting hardware and software • Conduct all user and quality assurance testing on current systems, new systems and future maintenance. Develop test scripts to quality control all changes. Interact with software vendors and BATS to implement software enhancements. • Collaborate with Credit Administration, T&I, Legal, Product Management, Business Line Units, RBC and others to create and implement correct forms, products and services as they relate to the system application. • Provide system application support to end-users and effectively troubleshoot system application problems. Make system configuration changes or coordinate changes with vendors or T&I to correct identified problems. • Prepare end-user documentation on system enhancements. Communicate key system changes to the user community. Provide continuous training and instruction to users on system application use and business processes. • Monitor development activities relating to meeting project objectives, budget, quality standards and schedule. • Create dashboards and reporting for Capital Markets business units (Foreign Exchange, Interest Rate Risk Management, Syndications, International Banking Trade Finance and Supply Chain Finance). • Collaborate with Business Unit Leads on new initiatives. • Run queries against application databases and/or the Bank’s data warehouse and assists with the preparation of periodic or ad hoc reports for distribution to line units, senior management, risk management units (e.g. Audit, Compliance and/or Credit Risk Review) or third parties (e.g. OCC, external auditors). • Maintain current knowledge of related regulatory and bank policies and procedures. • Represent the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate. • Complies fully with all Bank Administrative, Operational and Credit policies and procedures as well as all regulatory requirements (e.g., Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). WHAT DO YOU NEED TO SUCCEED? Required Qualifications* • Minimum 5 years experience developing and customizing databases/systems for reporting purposes required. • Minimum 5 years experience designing and generating weekly, monthly and ad hoc reports using reporting/query tools such as Brio, MS Query, MS Access, Crystal Reports or Business Objects required. • Minimum 3 years experience working in Financial Services Additional Qualifications • Competent to work at the highest technical level of most phases of systems analysis while considering the business implications of the application of technology to the current and future business environment. • Familiarity with OPICS, Tableau, AFS, SalesForce, Seismic, • Possesses the knowledge, skills and creativity to go outside of the defined policies and procedures to enhance system capabilities and efficiencies. • Bachelor’s Degree in Business, Finance, Economics or equivalent 5 to 7 years of experience in commercial or consumer lending operations with over 3 years managing project(s) and/or moderate-sized teams. • Understanding of systems development life cycle concepts required. • Must be detailed oriented and possess effective organizational and analytical skills. • Excellent verbal and written communications skills sufficient to interact with all levels of Bank personnel. Extensive industry/business knowledge with demonstrated ability to creatively design solutions to problems. WHAT'S IN IT FOR YOU? CompensationStarting base salary: $92,114 - $156,880 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 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 Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION 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. • Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. #LI-JR1 #CR-JR Remote About the Company: City National Bank

Lead IT risk control assessments, analyze cyber risks, coordinate mitigation actions, produce detailed reports, and provide subject matter expertise to IT and business leadership. | Requires a Bachelor's degree, 12+ years in cybersecurity with 7+ years in operations or IT risk management, 3+ years managing resources, and certifications like CISA, CISM, or CISSP preferred. | LEAD IT RISK & CONTROL WHAT IS THE OPPORTUNITY? "The Lead IT Risk Controls Analyst is a subject-area specialist with specialized training, methods and analytic techniques to create recommendations and directions for cyber risk mitigation in a complex technical environment. Focus areas of security assessment by the Lead ITRC Security Analyst includes third party security and overall security program effectiveness in mitigating risk. The ITRC Analyst's goal to create actionable information for IT and business leadership, and to provide objective assessment of cyber security risks for auditors, regulators and external parties. This requires routinely authoring detailed reports and gathering metrics ensure stakeholders receive accurate and complete information. The Lead ITRC tkeeps abreast of external cyber security trends, technologies and cyber risk management approaches, and often works with other teams on cyber risk-related initiatives to provide subject-matter recommendations and guidance to achieve a posture within the bank's overall risk appetite. The Lead ITRC serves as an expert area of specialization. This role is a working lead that provides functional guidance and may coordinates or supervise the daily activities of individual contributors or working teams in areas of specialization.Provides input on resources planning, procedures," WHAT WILL YOU DO? • "Define analysis objectives, collect data from internal and external sources, and evaluate/analyze data to provide objective information on cyber risks for IT and business management with both summary and detailed reporting • Assess risk within subject specialty area to evaluate the design and effectiveness of security controls • Work collaboratively with all Lines of Defense, coordinate and proactively identify, manage and monitor IT Risk. • Act as Subject Matter Expert for the activities performed to manage IT Risk • Execute IT Risk Assessment (e.g. Risk Control Self Assessments) to identify and quantify the risks and their associated controls. • Execute GLBA Risk and Control Assessment • Identify and Define Key Performance Indicators (KPIs) metrics and Key Risk Indicators (KRIs) to monitor all risks and ratings to Controls to measure the performance on the control operation. • Provide insight and classify data to assess Risk assessments • Coordinate the completion of risk mitigating actions and providing status updates of all issues statuses to senior management • Investigates large or repetitive loss events impacting the division to assess for potential systemic weaknesses and to ensure appropriate corrective action is taken. • Provide insight and classify data to assess Risk assessments • Coordinate the completion of risk mitigating actions and providing status updates of all issues statuses to senior management • Investigates large or repetitive loss events impacting the division to assess for potential systemic weaknesses and to ensure appropriate corrective action is taken. • Create new and maintain process and procedural documentation for various risk analysis and risk assessment activities; Highlight industry-based methodologies, techniques or standards (FAIR, NIST, FFIEC, etc.) used as the basis for analysis efforts • Publish routine, accurate risk analysis and assessment reports as defined by organizational risk policies and procedures to applicable audiences for each subject area discipline • Participate in other security support projects and duties as needed or requested WHAT DO YOU NEED TO SUCCEED? Required Qualifications* • Bachelor's Degree or equivalent • Minimum of 12 years experience in Information/Cyber Security field • Minimum of 7 years experience in cyber security operations, incident response, IT risk management or investigation • Minimum 3 years' experience managing or coordinating resources such as people or projects Additional Qualifications • Certifications are a plus (e.g., CRISC, CISA, CISM,CAMS CISSP) • Experience with process documentation, risk and control assessments, and designing/executing IT General Controls (ITGC), test scripts • Experience and/or knowledge in working with multiple IT risk and controls domains such as identity and access management, privilege success, vulnerability management privacy, incident response etc. • Understand of the regulatory environment and regulations related to technology risk, and Office of the Comptroller of the Currency (OCC) and Federal Reserve Board (FRB) expectations • Demonstrated experience analyzing complex cyber security data sets within subject area specialty • Demonstrated knowledge of cyber security landscape -- threats, trends, technologies • Demonstrated knowledge of financial regulation and control frameworks applicable to cyber security or IT risk • Excellent communication and interpersonal skills. Including a strong ability to create positive and professional business relationships with internal clients. • Strong commitment to working as a team and providing excellent customer service. • Exposure to banking or equivalent highly controlled technology environment is preferred • Masters' degree in business, computer science or related field preferred • Security certifications (CISSP, GSEC, etc.) are highly desired. • Demonstrated experience with Industry or subject specific analysis or assessment frameworks is highly desired (FAIR, NIST CSF, etc.) • Experience in banking/financial industry is strongly preferred • Formalized training in cyber security analysis or assessment techniques WHAT'S IN IT FOR YOU? Compensation Starting base salary: $111,408 - $189,738 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 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 Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION 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. • Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

Develop and implement CX research programs, generate insights from survey data, create dashboards, and present findings to stakeholders. | Bachelor's degree, 4+ years in CX or data analysis roles, proficiency in Microsoft Office, and preferably experience with Qualtrics. | CLIENT EXPERIENCE & INSIGHTS ANALYST WHAT IS THE OPPORTUNITY? The CX Insights Analyst works with product and business unit stakeholders across the enterprise to establish a data-driven understanding of the client perspective on the bank's product & service experience. Efforts involve gathering intake/requirements from internal stakeholders and making recommendations as to how to structure CX research programs to ensure the CX team is delivering what is required of business stakeholders. It involves the end-to-end creation and implementation of CX research programs. And finally, it includes leveraging CX data to create dashboards and reports and socialize the findings with stakeholders to inform decision-making and impact business results. WHAT WILL YOU DO? • Collaborate with CX team members to define holistic CX measurement programs • Assist in defining CX performance metrics for specific service and digital experiences • Generate insights using survey analytics tools, and package insights into impactful presentations • Assist in creating presentations, and present to a peer and mid-level stakeholders across the organization • Help assess new data sources for service & digital insights • Provide administrative or functional support to other team members as needed • Assist in the development of Qualtrics dashboards to enable real-time insights during and after a survey is in-progress • All other appropriate duties as required. WHAT DO YOU NEED TO SUCCEED? Required Qualifications* • Bachelor's Degree or equivalent • Minimum 4 years of experience in a CX, market/customer research, or data analysis-related role • Minimum 4 years of experience with Microsoft Office • Preferred but not required: Minimum 4 years of experience with CX/survey-related platforms (especially Qualtrics)" WHAT'S IN IT FOR YOU? CompensationStarting base salary: $87,027 - $138,965 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 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 Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION 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. • Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. Qualifications:UNAVAILABLEEducation:UNAVAILABLEEmployment Type: FULL_TIME