Description Citizens Wealth Management has crafted a strategy to transform its business and achieve its vision to be the Wealth firm of choice for individuals, their families, and businesses. In supporting this vision, we are looking for a Wealth Strategy Manager who will be primarily responsible for reporting on strategic progress across the Wealth Management business, owning the business’s competitive intelligence function, and leading select strategic initiatives. To accomplish these objectives the individual will need to closely partner with the Wealth Management Leadership Team as well as key partners across the Bank. Primary Responsibilities + Team lead for strategic reporting – own the end-to-end process to produce senior executive reporting and presentations that clearly articulate Wealth Management strategy, progress towards goals, financial results, etc. + Team lead for competitive research and industry insights - Create competitive intelligence capability and supporting processes to ensure the Wealth Management Leadership team is apprised of key industry trends and Wealth Management’s position vs. competitors + Additional responsibilities include: + Supporting shaping of Wealth Management’s strategic narrative + Identify, diagnose, and prioritize improvement opportunities for Wealth as appropriate. + Provide strategic consultation to Wealth leadership and their teams. + Execute strategic initiatives as appropriate. + Support ongoing measurement/monitoring of Wealth’s growth strategy. Qualifications + 5+ years of experience in financial services preferably as a consultant or in a strategy, marketing, or communications role. + Excellent leadership and communication skills, with the ability to influence and collaborate with stakeholders at all levels. + Ability to communicate complex concepts and create executive level reporting and presentations. + Strong analytical and problem-solving skills, with the ability to evaluate financial data and translate into actionable insights. + Strong management and organizational skills, with the ability to prioritize and manage multiple initiatives simultaneously. + Strategic and innovative mindset and ability to think long-term while also executing short-term goals. + Excellent PowerPoint and Excel skills + Knowledge of Wealth Management product, services, and industry trends + Knowledge of Retail/consumer banking products, services, and industry trends a plus + Knowledge of agile principles and delivery a plus + Education: Bachelor's degree required Hours & Work Schedule + Hours per Week: 40 + Work Schedule: M-F 8-5 Pay Transparency The salary range for this position is $135,000 - $170,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits. #LI-Citizens2 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens), provides equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability, or history or record of a disability, ethnicity, gender, gender identity or expression, transgendered and transitioning individuals, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day and where all are expected to be treated with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. We perform our best so we can do more for our customers, colleagues, communities and shareholders. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information. 02/28/2025