Wealth Strategic Reporting Manager

1 month ago

NEW YORK, United States Citizens Full time

Description

Citizens Wealth 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 Strategic Reporting Manager  who will be responsible for reporting on strategic progress across the Wealth Management business. The individual will need to analyze the current state of the business, assess competitors and industry trends, understand options to progress the strategic agenda, and partner with the Wealth leadership team and key partners across the Bank.     

Primary Responsibilities 

  • Develop high-quality presentations for various levels of the organization for a variety of purposes (e.g., internal colleague calls, executive and senior management forums, regulatory updates, management and partnership routines, ad hoc requests, etc.)
    • Facilitate development of materials from various stakeholders as needed
    • Develop impactful content and distill ideas appropriately based on audience
    • Ensure integrity of the data being used in materials
  • Assist in development, monitoring, and communication of Wealth’s growth strategy 
    • Evaluate impact of Consumer Bank/Enterprise strategy, industry trends, competitive positioning, benchmarking on Wealth’s growth strategy
    • Identify, diagnose and prioritize improvement opportunities for Wealth as appropriate 
    • Provide strategic consultation to Wealth leadership and their teams
    • Execute strategic initiatives as appropriate
    • Develop high-quality presentations for various levels of the organization
    •  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: varies

Pay Transparency

The salary range for this position is $135,000 - $165,000 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.

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

At Citizens, we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day. Employment decisions are based solely on experience, performance, and ability. 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 (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), 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.

Equal Employment and Opportunity Employer

Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.

Why Work for UsAt 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.

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