Wealth Strategy Manager

The Change Management team within Citizens Wealth plays a critical role in understanding, planning, and implementing strategic initiatives. The Strategy Manager will collaborate with leaders from within Wealth Management, and cross-functionally with other business lines to implement assigned strategic initiatives. The person in this role is expected to provide thought leadership and expertise in change management routines and execution through a deep understanding of the Wealth Management business. Intellectual curiosity, combined with relationship-building and communication skills will be key to success.

Primary Responsibilities

• Partner with and influence Wealth Management leaders and their teams to ensure proper change management routines are in place for successful execution of strategic priorities

• Ability to influence stakeholders at the most senior levels within the business

• Provide project management support to assigned strategic initiatives

• Prepare and deliver presentations related to assigned initiatives

Skills and Qualifications

• 3-5 years Change Management experience

• 5-7 years of experience in Wealth Management preferably in a strategy or program/project management role

• Proven ability to effectively organize and execute a change agenda

• Strong written, verbal and presentation skills – ability to communicate effectively 

• Strong interpersonal skills – ability to interact, influence, and partner with colleagues at all levels of the organization

• Strong analytical and problem-solving skills – ability to diagnose problems, determine key findings and opportunities from data, analytics, and internal/external research, prioritize strategic solutions, and present clear and comprehensive recommendations to senior management

• Exceptional organizational skills with the ability to manage multiple competing priorities while consistently meeting deadlines

• Demonstrate high degree of confidentiality, adaptability, and latitude, responding efficiently to changing projects and dynamics

• Have a continuous learning and innovation mindset 

• Knowledge of the Consumer Bank a plus  

• Education: bachelor’s degree required