Citizens Financial Group logo
Citizens Financial Group

Founded in 1828 as a community bank, Citizens Financial Group, also known as simply Citizens and Citizens Bank, is one of the oldest financial institutions in t

Wealth Strategy Manager

StrategyStrategyFull TimeRemoteMid LevelCompany Site

Location

Massachusetts

Posted

4 days ago

Salary

$140K - $160K / year

Seniority

Mid Level

Bachelor Degree5 yrs expEnglish

Job Description

The Change Management team within Citizens Wealth plays a critical role in understanding, planning, and implementing strategic initiatives. The Strategy Manager will collaborate with leaders from within Wealth Management, and cross-functionally with other business lines to implement assigned strategic initiatives. The person in this role is expected to provide thought leadership and expertise in change management routines and execution through a deep understanding of the Wealth Management business. Intellectual curiosity, combined with relationship-building and communication skills will be key to success.

Primary Responsibilities

  • Partner with and influence Wealth Management leaders and their teams to ensure proper change management routines are in place for successful execution of strategic priorities

  • Ability to influence stakeholders at the most senior levels within the business

  • Provide project management support to assigned strategic initiatives

  • Prepare and deliver presentations related to assigned initiatives

Skills and Qualifications

  • 3-5 years Change Management experience

  • 5-7 years of experience in Wealth Management preferably in a strategy or program/project management role

  • Proven ability to effectively organize and execute a change agenda

  • Strong written, verbal and presentation skills – ability to communicate effectively 

  • Strong interpersonal skills – ability to interact, influence, and partner with colleagues at all levels of the organization

  • Strong analytical and problem-solving skills – ability to diagnose problems, determine key findings and opportunities from data, analytics, and internal/external research, prioritize strategic solutions, and present clear and comprehensive recommendations to senior management

  • Exceptional organizational skills with the ability to manage multiple competing priorities while consistently meeting deadlines

  • Demonstrate high degree of confidentiality, adaptability, and latitude, responding efficiently to changing projects and dynamics

  • Have a continuous learning and innovation mindset 

  • Knowledge of the Consumer Bank a plus  

  • Education: bachelor’s degree required

Pay Transparency

The salary range for this position is $140,000 - $160,000, 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.

Hours & Work Schedule

  • Hours per Week: 40
  • Work Schedule: M-F 
About Us

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide 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, 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 all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Equal Employment and Opportunity Employer

Job Applicant Data Privacy Policy

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.


Benefits

  • 401(K), 401(K) matching, Adoption Assistance, Childcare benefits, Company equity, Company-sponsored outings, Company sponsored family events, Customized development tracks, Dedicated diversity and inclusion staff, Dental insurance, Disability insurance, Diversity manifesto, Documented equal pay policy, Volunteer in local community, Employee stock purchase plan, Family medical leave, Fitness stipend, Flexible Spending Account (FSA), Flexible work schedule, Generous parental leave, Generous PTO, Health insurance, Highly diverse management team, Job training & conferences, Open door policy, Life insurance, Charitable contribution matching, Mean gender pay gap below 10%, Mentorship program, Paid volunteer time, Online course subscriptions available, Onsite gym, Open office floor plan, Paid holidays, Paid industry certifications, Onsite office parking, Partners with nonprofits, Performance bonus, Pet insurance, Promote from within, Recreational clubs, Lunch and learns, Relocation assistance, Remote work program, Restricted work hours, Sabbatical, Team based strategic planning, OKR operational model, Tuition reimbursement, Mandated unconscious bias training, Vision insurance, Wellness programs, Some meals provided, Mental health benefits, Diversity employee resource groups, Hiring practices that promote diversity, Employee resource groups, Employee-led culture committees, Hybrid work model, In-person all-hands meetings, Employee awards, Diversity recruitment program, Pay transparency, Transgender health care benefits, Wellness days, Meditation space, Mother's room, Personal development training, Flexible time off, Floating holidays, Bereavement leave benefits

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