Strategic Advisor and Execution Lead, Checking & Deposits

· Remote

Location

Remote

Type

Full Time

Job Description

CitizensJobs
Strategic Advisor and Execution Lead Checking & Deposits

Strategic Advisor and Execution Lead Checking & Deposits

Reposted 4 Hours Ago
Be an Early Applicant
2 Locations
In-Office or Remote
127K-184K Annually
Senior level
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Ready to Transform the Future | Careers in Technology & Security
The Role
This role involves strategic and operational support executive communications cross-functional collaboration performance reporting and process improvement within the Checking and Deposits organization.
Summary Generated by Built In

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 $127000 to $184000 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

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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.


Skills Required

  • 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

Citizens Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Citizens and has not been reviewed or approved by Citizens.

  • Healthcare StrengthHealthcare coverage is positioned as comprehensive with multiple plan options and preventive care highlighted as fully covered. Mental-health support is also emphasized through EAP-style counseling access and app-based support.
  • Retirement SupportRetirement benefits are described as meaningful including an employer match and additional company contributions in some descriptions. Stock purchase features and occasional profit-sharing framing add to the overall retirement-and-wealth picture.
  • Leave & Time Off BreadthTime-off benefits are described as generous including a substantial PTO bank paid holidays and sizeable parental leave. Adoption assistance and emergency backup care are also presented as part of the leave-related support set.

Citizens Insights

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The Company
HQ: Providence RI
17000 Employees
Year Founded: 1828

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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Date Posted

05/27/2026

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