Wealth Strategy Manager

Posted 2 Days Ago
Be an Early Applicant
2 Locations
In-Office or Remote
140K-160K Annually
Mid level
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Ready to Transform the Future | Careers in Technology & Security
The Role
The Wealth Strategy Manager will lead change management initiatives within Citizens Wealth, collaborating across business lines and providing project management support. Responsibilities include stakeholder engagement, communication, and the execution of strategic priorities.
Summary Generated by Built In

The Change Management team within Citizens Wealth plays a critical role in understanding, planning, and implementing strategic initiatives. The Strategy Manager will collaborate with leaders from within Wealth Management, and cross-functionally with other business lines to implement assigned strategic initiatives. The person in this role is expected to provide thought leadership and expertise in change management routines and execution through a deep understanding of the Wealth Management business. Intellectual curiosity, combined with relationship-building and communication skills will be key to success.

Primary Responsibilities

  • Partner with and influence Wealth Management leaders and their teams to ensure proper change management routines are in place for successful execution of strategic priorities

  • Ability to influence stakeholders at the most senior levels within the business

  • Provide project management support to assigned strategic initiatives

  • Prepare and deliver presentations related to assigned initiatives

Skills and Qualifications

  • 3-5 years Change Management experience

  • 5-7 years of experience in Wealth Management preferably in a strategy or program/project management role

  • Proven ability to effectively organize and execute a change agenda

  • Strong written, verbal and presentation skills – ability to communicate effectively 

  • Strong interpersonal skills – ability to interact, influence, and partner with colleagues at all levels of the organization

  • Strong analytical and problem-solving skills – ability to diagnose problems, determine key findings and opportunities from data, analytics, and internal/external research, prioritize strategic solutions, and present clear and comprehensive recommendations to senior management

  • Exceptional organizational skills with the ability to manage multiple competing priorities while consistently meeting deadlines

  • Demonstrate high degree of confidentiality, adaptability, and latitude, responding efficiently to changing projects and dynamics

  • Have a continuous learning and innovation mindset 

  • Knowledge of the Consumer Bank a plus  

  • Education: bachelor’s degree required

Pay Transparency

The salary range for this position is $140,000 - $160,000, 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.

Hours & Work Schedule

  • Hours per Week: 40
  • Work Schedule: M-F 
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.


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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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