Strategic Reporting Manager
4 weeks ago
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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