Private Wealth Program Manager

The Program Manager for Citizens Private Wealth is responsible for leading and executing strategic initiatives that enhance the Private Wealth platform improve client experience and drive consistent sales and investment execution across the organization. This role operates at the intersection of Wealth Leadership Private Banking Commercial Banking Operations Technology Compliance and Sales Enablement.

The Program Manager ensures that key business priorities — including platform enhancements operating model evolution CRM optimization partnership integration and incentive alignment — are delivered on time within scope and aligned to Citizens’ broader enterprise strategy. This individual acts as a central coordinator and strategic driver ensuring Private Wealth initiatives are implemented with discipline transparency and measurable impact.

Key Responsibilities

1. Strategic Program Leadership

• Lead end-to-end delivery of complex cross-functional initiatives impacting Citizens Private Wealth.
• Translate strategic priorities (growth client experience advisor productivity partnership integration) into structured program roadmaps.
• Establish governance structures milestone tracking and executive reporting for major initiatives.
• Identify interdependencies across Private Bank Commercial Bank Retail Distribution and Wealth Management teams.
   

2. Operating Model & Platform Execution

• Support ongoing evolution of the Citizens Private Wealth operating model.
• Drive execution of platform enhancements including:
  • CRM (Salesforce) optimization
  • Referral tracking and transparency
  • Incentive plan implementation
  • Product platform expansion
  • Workflow and onboarding improvements
• Partner with Technology and Operations to ensure solutions align with advisor workflow and client experience.

3. Sales & Advisor Enablement

• Partner with field leadership to ensure consistent execution of sales and investment strategies.
• Implement reporting dashboards for:
  • AUM growth
  • Pipeline tracking (short medium long-term)
  • Referral conversion
  • Professional services revenue
• Improve Salesforce adoption and data integrity across advisor teams.
• Coordinate training and change management initiatives for new processes and tools.

4. Partnership Integration (Enterprise Alignment)

• Serve as liaison between Private Wealth and:
  • Private Banking
  • Commercial Banking
  • Business Banking
  • Retail Distribution
• Identify and resolve partnership friction points.
• Develop tracking mechanisms for inbound/outbound referrals.
• Enhance transparency and accountability across referral channels.

5. Incentive & Performance Management Support

• Partner with Finance and Leadership to support incentive plan rollout and administration.
• Monitor performance metrics relative to scorecard objectives.
• Provide leadership with actionable reporting on production flows revenue mix and profitability.
• Identify gaps between incentive structure and business behavior and recommend improvements.

6. Governance Risk & Compliance Coordination

• Ensure all programs align with compliance regulatory and risk management requirements.
• Partner with Legal and Compliance on supervisory model enhancements.
• Establish controls and documentation standards for new initiatives.

7. Executive Communication & Reporting

• Prepare executive-level materials for:
  • Wealth Leadership Meetings
  • COO updates
  • Board-level reporting (as needed)
• Provide clear visibility into program status risks and mitigation plans.
• Present recommendations with financial and strategic impact analysis.

Core Competencies/Skills:

• Enterprise program management
• Financial services / wealth management knowledge
• CRM and data governance expertise (Salesforce preferred)
• Strong executive communication skills
• Cross-functional leadership
• Change management
• Analytical and reporting expertise
• Risk awareness and governance discipline

Qualifications & Education:

• 7–10+ years of experience in wealth management banking financial services or enterprise program management
• Demonstrated experience managing large cross-functional initiatives
• Strong understanding of Private Wealth Private Banking and Commercial Banking dynamics
• Experience with CRM systems and performance reporting
• Bachelor’s degree required; MBA or advanced degree preferred

Hours & Work Schedule

• Hours per Week: 40

• Work Schedule: M-F

Pay Transparency 

The salary range for this position is $144000 - 185000 per year 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 .

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

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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.

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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