Apply on Employer Site

Citizens · 1 month ago

Wealth Ops Group Manager - Performance Reporting

One Citizens Bank Way, Johnston, RI, 02919, US

Full-time

Hybrid

Director/Executive

$131K/yr - $150K/yr

8+ years exp

Citizens is seeking a Wealth Operations Group Manager for Performance Reporting to oversee and manage the operations of the Wealth Management group. This role involves ensuring efficient operational processes, providing leadership to teams, and developing plans aligned with business priorities.

BankingCredit CardsFinancial ServicesFinTechRetail

No H1B

Responsibilities

Monitor operational performance, identify areas for improvement, and implement strategies to enhance efficiency across wealth operations

Lead and develop managers and professional associates, fostering a culture of accountability, collaboration, and continuous improvement

Ensure exceptional service delivery to internal and external clients, maintaining strong relationships and resolving escalated issues promptly

Drive initiatives to streamline workflows, leverage technology, and implement automation to improve accuracy and scalability

Ensure adherence to regulatory requirements (SEC, FINRA) and internal policies, maintaining robust controls to mitigate operational risk

Qualification

Wealth management operationsSS&C Advent Black DiamondRegulatory requirementsProcess improvementTeam leadershipChange managementRisk managementData analyticsCommunication skills

Required

Completed Bachelor's degree in Finance, Business Administration, Accounting, or a related discipline

Minimum of 8 years in wealth management operations or financial services operations

At least 3–5 years in a leadership capacity managing multiple teams or managers

Proficiency with SS&C Advent Black Diamond platform or related wealth management systems

Strong understanding of operational workflows, including client onboarding, account maintenance, and transaction processing

Demonstrated knowledge of regulatory requirements (SEC, FINRA) and internal risk management policies

Ability to implement and monitor effective controls to ensure compliance

Proven ability to lead, coach, and develop managers and professional associates

Experience in creating and executing departmental plans aligned with organizational priorities

Skilled in identifying operational inefficiencies and driving automation and process enhancements

Exceptional verbal and written communication skills to engage clients and internal stakeholders effectively

Preferred

FINRA Series: SIE, 7, 24 or 9/10, 63, 65 and/or 66

Master's degree in Business Administration or related field

CFA and/or CFP

Familiarity with workflow automation tools, data analytics platforms, and CRM systems

Experience with RIA operations, performance reporting, and portfolio accounting

Background in change management and strategic planning within wealth management

Proven record of consistent employment and long-term tenure

Benefits

Competitive pay

Comprehensive medical, dental and vision coverage

Retirement benefits

Maternity/paternity leave

Flexible work arrangements

Education reimbursement

Wellness programs

Paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States

Company

Citizens

Glassdoor3.6

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.

Founded in 1828

Providence, Rhode Island, USA

10001+ employees