Strategic Reporting Manager

4 weeks ago


Tarrytown, New York, United States Citizens Full time

Wealth Strategic Reporting Manager Role

Citizens Wealth is seeking a skilled Wealth Strategic Reporting Manager to support the development and implementation of strategic initiatives across the Wealth Management business. The ideal candidate will have a strong background in financial services, excellent leadership and communication skills, and the ability to analyze complex data and create actionable insights.

Key Responsibilities:

  • Develop high-quality presentations and reports for various stakeholders, including executive and senior management.
  • Facilitate the development of materials from various stakeholders and ensure the integrity of the data being used.
  • Assist in the development, monitoring, and communication of Wealth's growth strategy.
  • Evaluate the impact of Consumer Bank/Enterprise strategy, industry trends, and competitive positioning on Wealth's growth strategy.
  • Identify and prioritize improvement opportunities for Wealth.
  • Provide strategic consultation to Wealth leadership and their teams.
  • Execute strategic initiatives as appropriate.

Requirements:

  • 5+ years of experience in financial services, preferably 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, with the ability to think long-term while 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.

Benefits:

Citizens offers competitive pay, comprehensive medical, dental, and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs, and more.



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