Senior Executive Assistant, Wealth Management

Posted 2 Days Ago
Be an Early Applicant
New York, NY, USA
In-Office
49-64 Hourly
Senior level
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Ready to Transform the Future | Careers in Technology & Security
The Role
Provides high-level administrative and operational support to the President of Wealth Management. Responsibilities include complex calendar and inbox management, executive communications, meeting and leadership forum coordination, domestic travel planning, expense reporting, stakeholder liaison, confidential information handling, and follow-up tracking. The role also supports executive events, employee engagement activities, and community initiatives while coordinating with senior leaders, board directors, and the Office of the CEO.
Summary Generated by Built In

The Senior Executive Assistant based in NYC,  will provide high-level administrative and operational support to the President of Wealth.  This individual will manage complex scheduling, executive communications, travel, leadership meeting logistics and stakeholder coordination in support of the executive's commitments.  A successful candidate will demonstrate exceptional judgment, discretion, attention to detail and professionalism while helping ensure the smooth execution of executive management routines and enterprise leadership responsibilities.  This role requires the ability to anticipate needs, manage competing priorities and operate effectively in a fast-paced, highly visible environment.

The ideal candidate excels in calendar and inbox management, meeting coordination, travel planning and executive support while building strong relationships across a broad network of internal and external stakeholders.  The role requires regular interaction with the Office of the CEO, Board Directors, Executive Committee members and their respective teams and executive assistants.

Key Responsibilities

  • Manage a highly complex executive calendar, scheduling meetings across multiple time zones and balancing competing priorities across leadership forums, client engagements and Executive Committee commitments.
  • Oversee inbox management, organizing correspondence, flagging priority items and helping ensure timely responses and follow-up.
  • Coordinate internal and external meetings, conference calls and agendas, document action items and follow-up requirements, and support coordination of next steps as needed.
  • Liaise with the Office of the CEO, Executive Committee members, Board Directors and senior leaders, ensuring a highly professional and seamless experience.
  • Manage detailed domestic travel arrangements, including itineraries, logistics and expense preparation.
  • Accurately track and submit expense reports in a timely manner.
  • Serve as a professional point of contact for internal partners, clients, vendors and senior stakeholders.
  • Manage scheduling and preparation logistics for 1:1 meetings, leadership reviews, talent discussions and annual performance processes.
  • Track follow-up items arising from meetings and discussions, helping ensure commitments are documented, communicated and routed to the appropriate stakeholders.
  • Coordinate logistics for leadership meetings, offsites, town halls and other executive forums.
  • Handle highly confidential and sensitive information with the utmost discretion and professionalism.
  • Support planning and execution of culture-building, employee engagement and community involvement activities, including volunteer events and team recognition programs.

Qualifications

  • 10+ years of executive administrative experience, including support of C-suite, Executive Committee or equivalent senior leadership executives within a large, complex organization.
  • Demonstrated expertise in managing highly complex calendars, executive schedules and competing priorities.
  • Experience supporting executives who regularly engage with Board Directors, Executive Committee members and senior enterprise stakeholders.
  • Strong proficiency in Microsoft Office (Outlook, Word, PowerPoint, Excel, Teams); SharePoint experience a plus and adaptable to new tools and systems.
  • Excellent written and verbal communication skills.
  • Strong organizational, prioritization and time-management abilities.
  • Exceptional attention to detail and sensitivity to deadlines.
  • Strong judgment, professionalism and executive presence.
  • Proven ability to handle confidential information with discretion.
  • Ability to build effective working relationships across all levels of an organization.
  • Bachelor's degree preferred.

Hours & Work Schedule

  • 40 hours per week
  • Monday–Friday, 8:00 a.m. – 5:00 p.m., with flexibility to support other time zones
  • Office‑based position with occasional work‑from‑home flexibility (4 days in office; 1-day WFH)

Pay Transparency

The range for this position is $48.50 - $63.94 per hour. Actual pay is based on various factors including but not limited to the budget, 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.



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.


Skills Required

  • 10+ years of executive administrative experience
  • Experience supporting C-suite, Executive Committee, or equivalent senior leadership executives in a large, complex organization
  • Expertise managing highly complex calendars, executive schedules, and competing priorities
  • Experience supporting executives who regularly engage with Board Directors, Executive Committee members, and senior enterprise stakeholders
  • Proficiency in Microsoft Office, including Outlook, Word, PowerPoint, Excel, and Teams
  • Excellent written and verbal communication skills
  • Strong organizational, prioritization, and time-management abilities
  • Exceptional attention to detail and sensitivity to deadlines
  • Strong judgment, professionalism, and executive presence
  • Ability to handle confidential information with discretion
  • Ability to build effective working relationships across all levels of an organization
  • SharePoint experience
  • Bachelor's degree

Citizens Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Citizens and has not been reviewed or approved by Citizens.

  • Parental & Family Support — Policies include six weeks of fully paid parental leave for all parents, up to 16 weeks for birthing parents, 10 days of emergency back‑up care, and adoption assistance of more than $25,000. Recognition for adoption support underscores a strong family‑friendly posture.
  • Leave & Time Off Breadth — Time off includes 11 paid holidays and up to 27 PTO days. The breadth of leave is presented as generous versus many peers.
  • Healthcare Strength — Medical, dental, and vision options pair with an HSA that includes a company contribution, plus mental‑health access via Spring Health (eight no‑cost sessions), Hinge Health, wellness programs, and discounted gyms. Eligibility at 20+ hours per week broadens access to these resources.

Citizens Insights

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Providence, RI
17,000 Employees
Year Founded: 1828

What We Do

As one of the oldest and largest financial services firms in the United States with a history dating back to 1828, we’re committed to providing solutions and expertise that support our customers, clients, colleagues, and communities in what’s next on their own unique journey. We invest in the humans who build the logic, ideas, and innovations that bring new technologies to life. Investments in AI, cloud computing, machine learning and automation provide our engineers the tools that enable us to remain competitive and win in today’s environment. At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do. Whether you’re considering banking with us or looking to work with us, you’ll find a customer-centric culture and a supportive, collaborative workforce at Citizens. You’re made ready and so are we. If you're ready to advance your career in technology and security, learn more about opportunity's Citizens offers here: https://jobs.citizensbank.com/digital-transformation

Why Work With Us

We empower the colleagues that power our tech. With growth & upskilling opportunities and sought-after benefits, plus a diverse culture of people and perspectives, we help our colleagues achieve career goals. Because innovation can’t happen without the minds and hearts of our people. Technology is constantly evolving, and we believe you can too.

Gallery

Gallery

Similar Jobs

Hybrid
3 Locations
289097 Employees

Nourish Logo Nourish

Recruiting Coordinator

Artificial Intelligence • Healthtech • Software • Telehealth
Easy Apply
In-Office
New York, NY, USA
315 Employees

Liberty Mutual Insurance Logo Liberty Mutual Insurance

Senior Underwriter, Inland Marine

Artificial Intelligence • Fintech • Insurance • Marketing Tech • Software • Analytics
Hybrid
7 Locations
40000 Employees
69K-215K Annually
In-Office
Ithaca, NY, USA
35000 Employees
19-21 Hourly

Similar Companies Hiring

Kepler  Thumbnail
Artificial Intelligence • Fintech • Software
New York, New York
9 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
85 Employees
RapidScale Thumbnail
Cloud • Information Technology • Consulting
Raleigh, NC
600 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account