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Citizens

Sr Incentive Consultant

Posted Yesterday
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In-Office or Remote
2 Locations
Senior level
In-Office or Remote
2 Locations
Senior level
The Senior Incentive Consultant designs and optimizes incentive plans, administers payouts, conducts analytics, and collaborates with business leaders to drive performance improvements.
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About the Role
The Senior Incentive Consultant for Home Mortgage and Consumer Lending plays a critical role in designing, administering, and optimizing incentive plans that align with organizational goals and drive performance across multiple lending business lines.  In addition to managing administration of incentive processes, this role provides strategic oversight and project management for the plan design process, ensuring consistency and best practices across all lines of business, not just Consumer Lending and Home Mortgage.  The ideal candidate combines strong analytical skills, business acumen, and advanced presentation capabilities to influence stakeholders and deliver impactful solutions.

Key Responsibilities

  • Lead and oversee the incentive plan design process, driving consistency and alignment across all lending business lines.
  • Administer and validate incentive payouts, ensuring accuracy, timeliness, and compliance with governance standards.
  • Partner across Sales Performance Management to project manage, create collateral and support the Incentive Design framework
  • Partner with business leaders to develop plan metrics, risk-balancing features, and conduct effectiveness analysis.
  • Perform advanced analytics and modeling for forecasting, payout assessments, and performance trends.
  • Resolve crediting inquiries and maintain adherence to plan guidelines and controls.
  • Collect, review, and analyze data to support financial objectives, regulatory requirements, and performance management frameworks.
  • Deliver executive-level presentations and reporting, leveraging advanced PowerPoint skills to communicate insights and recommendations effectively.
  • Foster strong relationships with business partners and collaborate with the Sales Performance Management team to drive continuous improvement.

Qualifications & Skills

  • Advanced proficiency in Microsoft PowerPoint for executive storytelling and data visualization.
  • Advanced Excel skills; experience with Access, Word, and SharePoint.
  • Strong analytical and data management capabilities; experience with incentive design and administration.
  • Project management expertise
  • Familiarity with Incentive Compensation Management (ICM) systems and Business Intelligence tools.
  • Excellent communication and relationship management skills; ability to influence and collaborate across functions.

Hours & Work Schedule

  • Hours per Week: 40
  • Work Schedule: 8-5
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

Business Intelligence Tools
Incentive Compensation Management Systems
Microsoft Access
Excel
Microsoft Powerpoint
Microsoft Word
Sharepoint

Citizens Boston, Massachusetts, USA Office

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

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