Strategic Advisor and Operations Lead, Checking & Deposits

Strategic Advisor and Operations 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 $127,000 to $184,000 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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