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Citizens

Senior Incentive Strategy & Analytics Manager

Posted 7 Days Ago
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In-Office
Westwood, MA
Senior level
In-Office
Westwood, MA
Senior level
Lead design, implementation, administration, and analysis of incentive and sales performance programs for the Wealth organization. Partner with HR, Rewards, Finance, Legal, Risk, and Compliance to ensure alignment to business strategy. Oversee forecasting, performance analytics, reporting, controls, governance, communications, and system/process improvements while managing teams and stakeholder relationships.
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The Senior Incentive Strategy & Analytics Manager will lead compensation & sales performance initiatives for the Wealth organization and serve as a subject matter expert to ensure incentive plans are aligned to the business strategy.  The Senior Manager supports the design, development, implementation, administration, communication and analysis of incentive plans while working in partnership with stakeholders and business control partners across Human Resources, Rewards, Finance, Legal, Risk, and Compliance.  Additionally, the Senior Manager supports the design, development and implementation of actionable sales performance management analytics.

Primary responsibilities include 

  • Lead design of incentive plans, aligning with business strategy, partnering with cross functional team 
  • Lead incentive administration processes, ensuring strong controls and low to no errors 
  • Oversee monthly analysis of plan performance, forecasted performance and economic value created by plans
  • Partner with goal setting team (where applicable), integrating into incentive plans and modeling and forecasting impacts to plans
  • Oversee sales performance management analytics and reporting teams (where applicable) to develop dashboards for performance reporting, cohort analysis and predictive analytics
  • Recommend quality improvements, system enhancements and ways to streamline operational processes
  • Partner with business to roll out incentive plan changes annually, communicating why behind changes and linking back to business strategy
  • Oversee updates to legal plan documents and applicable governance materials 
  • Develop proactive relationships with stakeholders and business control partners.

Qualifications

  • 7+ years of experience in incentive plans including managing a team
  • Financial services experience - Wealth business experience and broad knowledge of banking/financial products 
  • Subject matter expertise in incentive compensation programs - designing and administering
  • High level of demonstrated analytical skills, interpersonal, oral and written communications skills and strong presentation skills
  • High attention to detail and confidentiality
  • Results-oriented and have the ability to manage multiple projects
  • Demonstrated ability to deliver results and adapt to changing business requirements & strategy
  • Strong MS Office skills - including Advanced Excel and PowerPoint
  • Familiarity with Varicent ICM, SalesForce, and Tableau dashboard report a plus
     

Hours & Work Schedule 

  • Hours per Week: 40
  • Work Schedule: 8:30 - 5:00, Monday - Friday

This role is FINRA - associated.

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.


Top Skills

Excel,Powerpoint,Varicent Icm,Salesforce,Tableau,Ms Office

Citizens Boston, Massachusetts, USA Office

28 State St, Boston, MA, United States, 02109

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