Citizens Logo

Citizens

Wealth Strategy Manager

Posted Yesterday
Be an Early Applicant
In-Office or Remote
2 Locations
140K-160K Annually
Mid level
In-Office or Remote
2 Locations
140K-160K Annually
Mid level
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.
The summary above was generated by AI

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.


Citizens Boston, Massachusetts, USA Office

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

Similar Jobs

59 Minutes Ago
Remote or Hybrid
ND, USA
42K-124K Annually
Senior level
42K-124K Annually
Senior level
Artificial Intelligence • Automotive • Greentech • Information Technology • Machine Learning • Software • Cybersecurity
The Fixed Operations Performance Manager drives value for automotive dealers by optimizing operations, enhancing product utilization, and serving as a trusted advisor to clients.
Top Skills: DealertrackDmsF&IMS OfficeSalesforceXtime
59 Minutes Ago
Remote or Hybrid
Minnesota, USA
42K-124K Annually
Senior level
42K-124K Annually
Senior level
Artificial Intelligence • Automotive • Greentech • Information Technology • Machine Learning • Software • Cybersecurity
The Fixed Operations Performance Manager drives performance and value across Cox Automotive's Dealer Solutions for automotive dealers, leveraging hands-on retail experience to optimize dealership operations and product utilization. This role focuses on enhancing efficiency and profitability through strategic partnerships and consultative approaches.
Top Skills: DealertrackMS OfficeSalesforceXtime
59 Minutes Ago
Remote or Hybrid
Tennessee, USA
50K-134K Annually
Mid level
50K-134K Annually
Mid level
Artificial Intelligence • Automotive • Greentech • Information Technology • Machine Learning • Software • Cybersecurity
The Portfolio Manager oversees a dealer client portfolio, driving growth through relationship management, risk mitigation, and compliance, while achieving performance goals.
Top Skills: ExcelOutlookPowerPointSalesforceTeamsWord

What you need to know about the Boston Tech Scene

Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.

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

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account