Sr Field Marketing Manager For Private Bank West

Posted 12 Days Ago
2 Locations
In-Office or Remote
175K-213K Annually
Senior level
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Ready to Transform the Future | Careers in Technology & Security
The Role
Leads field marketing for Citizens Private Bank and Private Wealth across Southern California. Develops market-specific go-to-market plans, local sponsorships, events, content, and brand activations tied to growth goals. Partners with bankers, advisors, executives, communications, events, and enterprise marketing teams to support office openings, advisor-team integrations, executive engagement, and pipeline generation. Builds a scalable regional marketing model and represents the private banking brand with senior stakeholders and external partners.
Summary Generated by Built In

Citizens Private Bank and Private Wealth are scaling rapidly, and Southern California is one of our most important growth markets in the country. With new Private Bank Offices in Newport Beach, San Diego, and Los Angeles, multiple high-profile Private Wealth team lift-outs underway, and significant momentum across HNW and UHNW segments, this is the moment to plant a flag with dedicated, on-the-ground marketing leadership.

This is the first official Private Bank and Private Wealth field marketing role for Southern California and a blueprint for how we'll scale marketing across our next wave of high-growth markets. The person in this seat will help us deliver on our 2026+ vision: Expanding Markets. Expanding Influence.

You'll be the marketing engine on the ground, translating national PB/PW strategy into local market reality, activating the full integrated power of Private Bank and Private Wealth, and helping cement Citizens as the premier private banking and wealth brand on the West Coast.

WHAT YOU'LL OWN

Scale PB + PW Marketing Across Southern California

  • Serve as the dedicated marketing partner to Relationship Managers, Private Wealth Advisors, PBO leaders, and regional executives across LA, Newport Beach, and San Diego.
  • Build and execute integrated, market-specific go-to-market plans tied directly to deposit, loan, AUM, and advisor recruiting goals.
  • Activate the national PB brand platform locally and translate our premier HNW positioning into market-relevant programming, content, events, and experiences.

Bring the Integrated Power of Private Bank + Private Wealth to Life

  • Operationalize the OneCitizens for the HNW vision in-market, packaging enterprise capabilities across Private Bank, Private Wealth, Commercial, and Business Banking into a seamless client experience.
  • Champion the "two-legged client" by connecting personal and professional banking relationships into one coordinated story.
  • Partner closely with the PB Field Marketing East counterpart, PW Growth Strategy, PBO Marketing, Events, Content, and Communications teams to deliver a unified market presence.

Activate Private Bank Openings, Lift-Outs, and Local Moments

  • Lead local execution of new Private Bank openings, ensuring each location becomes a visible proof point of Citizens Private Bank in market.
  • Lead Private Wealth lift-out integration from a marketing perspective, partnering with Communications, PW Growth Strategy, and regional leadership to amplify announcements, build landing pages, coordinate photoshoots, support advisor onboarding, and elevate visibility from Day 1 through sustained market activation.

Straddle Strategy and Execution

  • Operate comfortably in both the strategy room and the execution trenches, from leadership discussions to collateral development and event logistics.
  • Bring local market intelligence back to the central PB/PW Marketing team to help shape brand, content, media, and product priorities.
  • Build a repeatable, scalable Southern California operating model that can serve as a blueprint for future growth markets.

Build Trusted Relationships Across the Ecosystem

  • Own executive relationship management across the Southern California ecosystem, becoming deeply embedded with PB and PW leadership, advisors, bankers, regional executives, and centers of influence to align priorities and accelerate local growth.
  • Partner across CFG, including Enterprise Marketing, Communications, LRC, Brand, Events, and external agencies to drive coordinated execution.
  • Serve as the voice of the field, surfacing what's working, what's not, and where additional investment is needed.

WHAT YOU'LL BRING

  • 7+ years of marketing experience, ideally in business-facing roles within HNW/UHNW financial services.
  • Proven ability to balance strategy and execution.
  • Exceptional relationship-building skills and credibility with senior bankers, advisors, executives, and external partners.
  • Strong bias toward action, resourcefulness, and adaptability.
  • Integrated marketing expertise spanning brand, events, content, social, digital, paid media, collateral, and sales enablement.
  • Experience supporting advisor- or relationship-driven businesses such as wealth management, private banking, or professional services is strongly preferred.
  • Demonstrated experience integrating new advisory teams, managing local sponsorship strategies, and building trusted executive relationships in complex, fast-moving markets.
  • Willingness to travel extensively throughout Southern California and periodically to other key markets.
  • Sound judgment, executive presence, and the polish to represent Citizens Private Bank at the highest levels.

WHY THIS ROLE. WHY NOW.

This is not a maintenance role. This is a build role, arriving at one of the most exciting moments in Citizens Private Bank and Private Wealth's growth story.

You will:

  • Join one of the fastest-growing private banking and wealth businesses in the country.
  • Gain the equivalent of years of experience in a matter of months by operating across strategy, brand, field marketing, events, advisor enablement, and executive engagement.
  • Work directly with PB and PW senior leadership, regional executives, and enterprise marketing leaders.
  • Help define the national blueprint for how Citizens scales Private Bank and Private Wealth marketing across growth markets.
  • Build something that did not exist before, and own it.

If you're energized by growth, thrive in fast-moving and ambiguous environments, and want to help shape the future of premium private banking and wealth marketing on the West Coast, we want to meet you.

Hours & Work Schedule

  • Hours per Week: 40

  • Work Schedule: M-F 8-5 (4 days in office/1 day remote)

  • Location: Menlo Park, CA, San Francisco CA , Los Angeles CA or San Diego CA 

Pay Transparency
The range for this position is $175,000-$213,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based 
on various factors including but not limited to the 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

#LI-Citizens2

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

  • 7+ years of marketing experience
  • Experience in business-facing marketing roles, ideally within high-net-worth or ultra-high-net-worth financial services
  • Ability to balance marketing strategy and execution
  • Exceptional relationship-building skills with senior bankers, advisors, executives, and external partners
  • Strong bias toward action, resourcefulness, and adaptability
  • Integrated marketing experience spanning brand, events, content, social, digital, paid media, collateral, and sales enablement
  • Experience supporting advisor-driven or relationship-driven businesses such as wealth management, private banking, or professional services
  • Experience integrating new advisory teams
  • Experience managing local sponsorship strategies
  • Experience building trusted executive relationships in complex, fast-moving markets
  • Willingness to travel extensively throughout Southern California and periodically to other key markets
  • Sound judgment and executive presence
  • Polish to represent Citizens Private Bank at senior levels

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

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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.

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