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 their businesses. In supporting this vision, we are looking to hire a Wealth Strategy Consultant, who will have the opportunity to rotate through the different Home Office functions of Wealth – Office of the CIO, Office of the COO, and Planning and UHNW Solutions. This opportunity will provide an end-to-end understanding of Wealth and position the individual for growth opportunities in the future. The individual will focus efforts to improve the client and / or colleague experience and have interactions with all Wealth Leadership team members. Wealth will support the individual taking the Securities Industry Essentials (SIE) exam if desired (not mandatory) and following completion of the rotations – will be guaranteed placement into one of the three Home Office functions and / or will be welcome to apply to any open role in Wealth. Success in this role requires intellectual curiosity, strong communication skills, and the ability to build effective relationships.

Primary Responsibilities

Aid Wealth leaders and their teams to diagnose problems, identify and prioritize opportunities, develop strategies, and drive solutions as needed
Serve as an analytical and project management resource for varied critical initiatives or special projects/requests as needed
Provide recurring and ad hoc research to support various business lines and internal partners' initiatives
Develop high-quality and agile presentations in a timely manner for senior and executive management along with ad hoc requests
Track key information for various purposes and coordinate with other groups within the organization
Research and analyze competitive market and industry trends to inform and support the business strategy
Ensure integrity of the data being used in extracted reports and ad hoc requests
Build strong working relationships with internal partners and teammates

Qualifications

Recent college graduate or 1-2 years of experience in the financial services industry
Interest in a career within the Wealth Management industry
Ability to work autonomously, using direction and judgment to deliver responsibilities
Strong organizational skills with the ability to manage multiple competing priorities while consistently meeting deadlines
Strong Excel and PowerPoint skills
Strong written and verbal presentation skills – ability to communicate effectively
Strong interpersonal skills – ability to interact and partner with colleagues at all levels of the organization
Demonstrate high degree of adaptability and flexibility in the workplace, responding efficiently to changing projects and dynamics
Have a continuous learning and innovation mindset
Education: Bachelor's degree required

Hours & Work Schedule

Hours per Week: 40
Work Schedule: M-F

Pay Transparency

The salary range for this position is $80,000 - $95,000 , 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.

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) 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.

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

Citizens

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