Wealth Policy Documentation Specialist

Description

As the Wealth Policy Documentation Specialist, you are responsible for focus specialization in analysis and evaluation of business data to identify solutions to moderate to complex business and problems concerning wealth policies. Additionally the specialist works to ensure operational processes are integrated and effective across the organization. Lastly, they will build knowledge of the company, processes and customers and solves a range of straightforward problems related to wealth policy.

Primary responsibilities include

• The incumbent is responsible for policy development and documentation, which includes assistance in the development, review, and maintenance of wealth management policies, procedures and guidelines.
• The incumbent is responsible for compliance and regulatory support, policy implementation and communication, and policy governance and monitoring.
• The incumbent is responsible for documentation management, which includes managing the organization and accessibility of policy documents and related records.

Minimum Requirements:

• 1+ year of technical writing  or business written communication ideally with policy and procedures.
• Demonstrated strong interpersonal, verbal, and written communication skills.  
• Success proven ability to be successful and adapt to a fast-paced, multi-dimensional work environment using strong time management skills. 
• Proven ability to successfully analyze, problem solve and make decisions independently. 
• Possesses detailed and goal oriented professional approach with an interest Wealth Management and Investment business line.
• Completed high school degree or GED equivalent.

Preferred Requirements:

• Prefer 1 year or more of bank/financial services.  
• Securities Licenses such as SIE, Series 7 or Series 63 highly preferred.
• Demonstrated successful stable work history.
• Completed associates and/or bachelors college degree in technical writing; journalism; and/or communications related major preferred

Hours & Work Schedule

• M-F: 8:30 AM ET - 5:00 PM ET; Occasional OT Optional
• 100% in office

#LI-Citizens6

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

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.