Strategic Advisor and Execution Lead, Checking and Deposits
This senior and highly visible individual contributor role sits within the Checking and Deposits organization and serves as an enterprise partner to senior leadership, providing strategic and operational leverage across a complex, highly matrixed business. The position goes well beyond administrative support and involves owning executive level work that shapes how the business is run, including developing leadership ready materials that synthesize complex financial, operational, and performance data into clear, decision focused narratives. The role partners closely with executives to translate strategy into action, establish disciplined operating rhythms, drive cross functional initiatives, and coach others on effective executive communication and presentation standards critical to sustained business performance.
Locations and Work Arrangement
Remote is not an option. Candidates must be willing to commute to one of the following hub locations with a hybrid schedule of four days onsite and one day remote per week, with flexibility, in one of the following hubs.
• Wilmington, DE
• Philadelphia, PA
Strategic Presentation and Executive Communication
• Lead development of executive level presentations that synthesize complex financial, operational, and performance data
• Craft clear narratives aligned to strategic priorities and business outcomes
• Train and coach others on effective executive communication and presentation standards
Cross Functional Team Mobilization
• Assemble and structure cross functional teams to execute priority business initiatives
• Define clear objectives, roles, and success measures
• Drive collaboration and accountability across product, technology, operations, risk, and finance
Business Performance Reporting and Dashboards
• Own end to end coordination of business performance reporting
• Collect, validate, and integrate financial, operational, and market data
• Maintain dashboards, trackers, and reporting artifacts tailored to different audiences, including executives and boards
Communication Cadence and Update Channels
• Design and manage regular communication forums and update channels
• Ensure timely sharing of performance metrics, risks, issues, and opportunities
Meeting, Agenda, and Operating Rhythm Management
• Set and manage agendas for broader leadership and team forums
• Coordinate recurring meetings, track decisions, and ensure follow through on action items
• Maintain discipline around priorities and execution cadence
Offsite and Planning Event Leadership
• Lead planning and execution of offsite meetings, workshops, and team events
• Own agenda design, logistics, facilitation, and post event follow up to drive action
Strategic Initiative Coordination
• Serve as central coordination point for major strategic initiatives
• Monitor timelines, resourcing, budgets, and dependencies
• Partner with senior leaders to ensure initiatives deliver intended outcomes
Process Improvement and Operational Excellence
• Identify opportunities to streamline support processes and improve efficiency
• Introduce best practices and leverage tools and technology to enhance productivity
Risk Management and Compliance
• Ensure all activities align with risk management and compliance standards
• Partner closely with legal, finance, and risk teams to maintain integrity in reporting and communications
Required Qualifications
• Bachelor’s degree in Business Administration, Management, or related field
• Advanced degree preferred
• Eight or more years of experience in business operations, executive support, or large scale program management
• Strong experience in strategic planning, executive communications, and cross functional leadership
• Excellent written and verbal communication skills
• Strong organizational skills, attention to detail, and ability to manage competing priorities
• High proficiency with productivity tools, analytics platforms, and presentation software
Reporting Structure
• Reports directly to the Head of Deposits
• Partners closely with business leaders, project leads, and executive stakeholders
• May have direct people leadership responsibility for business support resources
Success Measures
• Quality and impact of executive presentations and communications
• Effectiveness of cross functional team mobilization and delivery
• Accuracy, timeliness, and usability of performance reporting
• Strength of operating rhythm, meeting discipline, and execution follow through
• Successful planning and outcomes from offsites and strategic events
• Continuous improvement in support operations
• Adherence to risk and compliance standards
Pay Transparency
The salary range for this position is $127,000 to $184,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay will be determined based on several factors, including work location, relevant skills, and experience.
Citizens offers competitive compensation and comprehensive benefits including medical, dental, and vision coverage, retirement benefits, maternity and paternity leave, flexible work arrangements, education reimbursement, wellness programs, and more. Citizens’ paid time off policy exceeds the mandatory paid sick or paid time away requirements of all local and state jurisdictions in the United States.
For an overview of benefits, visit https://jobs.citizensbank.com/benefits
#LI-Citizens1
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.
Citizens Boston, Massachusetts, USA Office
28 State St, Boston, MA, United States, 02109
Citizens Dedham, Massachusetts, USA Office
Dedham, United States
Citizens Westwood, Massachusetts, USA Office
Westwood, United States
Similar Jobs
What you need to know about the Boston Tech Scene
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
- Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
- Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories
