Citizens
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Strategy Consultant - Wealth Management
role at
Citizens Join to apply for the
Strategy Consultant - Wealth Management
role at
Citizens Description
Citizens Wealth has crafted a strategy to transform its business and achieve its vision to be the Wealth firm of choice for individuals, their families and their businesses. In supporting this vision, we are looking to hire a Wealth Strategy Consultant, who will have the opportunity to rotate through the different Home Office functions of Wealth – Office of the CIO, Office of the COO, and Planning and UHNW Solutions. This opportunity will provide an end-to-end understanding of Wealth and position the individual for growth opportunities in the future. The individual will focus efforts to improve the client and / or colleague experience and have interactions with all Wealth Leadership team members. Wealth will support the individual taking the Securities Industry Essentials (SIE) exam if desired (not mandatory) and following completion of the rotations – will be guaranteed placement into one of the three Home Office functions and / or will be welcome to apply to any open role in Wealth. Success in this role requires intellectual curiosity, strong communication skills, and the ability to build effective relationships. Description
Citizens Wealth has crafted a strategy to transform its business and achieve its vision to be the Wealth firm of choice for individuals, their families and their businesses. In supporting this vision, we are looking to hire a Wealth Strategy Consultant, who will have the opportunity to rotate through the different Home Office functions of Wealth – Office of the CIO, Office of the COO, and Planning and UHNW Solutions. This opportunity will provide an end-to-end understanding of Wealth and position the individual for growth opportunities in the future. The individual will focus efforts to improve the client and / or colleague experience and have interactions with all Wealth Leadership team members. Wealth will support the individual taking the Securities Industry Essentials (SIE) exam if desired (not mandatory) and following completion of the rotations – will be guaranteed placement into one of the three Home Office functions and / or will be welcome to apply to any open role in Wealth. Success in this role requires intellectual curiosity, strong communication skills, and the ability to build effective relationships.
Primary Responsibilities
Aid Wealth leaders and their teams to diagnose problems, identify and prioritize opportunities, develop strategies, and drive solutions as needed Serve as an analytical and project management resource for varied critical initiatives or special projects/requests as needed Provide recurring and ad hoc research to support various business lines and internal partners' initiatives Develop high-quality and agile presentations in a timely manner for senior and executive management along with ad hoc requests Track key information for various purposes and coordinate with other groups within the organization Research and analyze competitive market and industry trendsto inform and support the business strategy Ensure integrity of the data being used in extracted reports and ad hoc requests Build strong working relationships with internal partners and teammates
Qualifications
Recent college graduate or 1-2 years of experience in the financial services industry Interest in a career within the Wealth Management industry Ability to work autonomously, using direction and judgment to deliver responsibilities Strong organizational skills with the ability to manage multiple competing priorities while consistently meeting deadlines Strong Excel and PowerPoint skills Strong written and verbal presentation skills – ability to communicate effectively Strong interpersonal skills – ability to interact and partner with colleagues at all levels of the organization Demonstrate high degree of adaptability and flexibility in the workplace, responding efficiently to changing projects and dynamics Have a continuous learning and innovation mindset Education: Bachelor's degree required
Hours & Work Schedule
Hours per Week: 40 Work Schedule: M-F
Pay Transparency
The salary range for this position is $80,000 - $95,000 , plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.
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.
Why Work for Us
At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Posting End Date: 08/11/2025 Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
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Strategy Consultant - Wealth Management
role at
Citizens Join to apply for the
Strategy Consultant - Wealth Management
role at
Citizens Description
Citizens Wealth has crafted a strategy to transform its business and achieve its vision to be the Wealth firm of choice for individuals, their families and their businesses. In supporting this vision, we are looking to hire a Wealth Strategy Consultant, who will have the opportunity to rotate through the different Home Office functions of Wealth – Office of the CIO, Office of the COO, and Planning and UHNW Solutions. This opportunity will provide an end-to-end understanding of Wealth and position the individual for growth opportunities in the future. The individual will focus efforts to improve the client and / or colleague experience and have interactions with all Wealth Leadership team members. Wealth will support the individual taking the Securities Industry Essentials (SIE) exam if desired (not mandatory) and following completion of the rotations – will be guaranteed placement into one of the three Home Office functions and / or will be welcome to apply to any open role in Wealth. Success in this role requires intellectual curiosity, strong communication skills, and the ability to build effective relationships. Description
Citizens Wealth has crafted a strategy to transform its business and achieve its vision to be the Wealth firm of choice for individuals, their families and their businesses. In supporting this vision, we are looking to hire a Wealth Strategy Consultant, who will have the opportunity to rotate through the different Home Office functions of Wealth – Office of the CIO, Office of the COO, and Planning and UHNW Solutions. This opportunity will provide an end-to-end understanding of Wealth and position the individual for growth opportunities in the future. The individual will focus efforts to improve the client and / or colleague experience and have interactions with all Wealth Leadership team members. Wealth will support the individual taking the Securities Industry Essentials (SIE) exam if desired (not mandatory) and following completion of the rotations – will be guaranteed placement into one of the three Home Office functions and / or will be welcome to apply to any open role in Wealth. Success in this role requires intellectual curiosity, strong communication skills, and the ability to build effective relationships.
Primary Responsibilities
Aid Wealth leaders and their teams to diagnose problems, identify and prioritize opportunities, develop strategies, and drive solutions as needed Serve as an analytical and project management resource for varied critical initiatives or special projects/requests as needed Provide recurring and ad hoc research to support various business lines and internal partners' initiatives Develop high-quality and agile presentations in a timely manner for senior and executive management along with ad hoc requests Track key information for various purposes and coordinate with other groups within the organization Research and analyze competitive market and industry trendsto inform and support the business strategy Ensure integrity of the data being used in extracted reports and ad hoc requests Build strong working relationships with internal partners and teammates
Qualifications
Recent college graduate or 1-2 years of experience in the financial services industry Interest in a career within the Wealth Management industry Ability to work autonomously, using direction and judgment to deliver responsibilities Strong organizational skills with the ability to manage multiple competing priorities while consistently meeting deadlines Strong Excel and PowerPoint skills Strong written and verbal presentation skills – ability to communicate effectively Strong interpersonal skills – ability to interact and partner with colleagues at all levels of the organization Demonstrate high degree of adaptability and flexibility in the workplace, responding efficiently to changing projects and dynamics Have a continuous learning and innovation mindset Education: Bachelor's degree required
Hours & Work Schedule
Hours per Week: 40 Work Schedule: M-F
Pay Transparency
The salary range for this position is $80,000 - $95,000 , plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.
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.
Why Work for Us
At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Posting End Date: 08/11/2025 Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Banking Referrals increase your chances of interviewing at Citizens by 2x Get notified about new Wealth Manager jobs in
Johnston, RI . Providence, RI $70,000.00-$100,000.00 2 weeks ago Providence, RI $70,000.00-$80,000.00 1 week ago Personal Financial Counselor, Assignment Ready Counselor - Rhode Island
North Kingstown, RI $53,125.00-$84,995.00 1 month ago Warwick, RI $80,000.00-$100,000.00 6 days ago Business Development Officer - Wealth Management
Private Client Banker (New Build) South Attleboro
Business Banking Relationship Manager (Rhode Island/Southeastern Mass)
College Financial Representative, Internship Program
Providence, RI $500.00-$1,000.00 4 days ago Warwick, RI $50,000.00-$75,000.00 3 weeks ago Personal Financial Counselor, Assignment Ready Counselor - Rhode Island
Newport, RI $53,125.00-$84,995.00 1 month ago Johnston, RI $140,000.00-$165,000.00 1 week ago Massachusetts, United States $74,100.00-$123,500.00 3 days ago North Attleborough Town, MA $19.14-$25.89 3 weeks ago National Financial Solutions Advisor I (Lincoln, RI) (Series 7 Required)
Lincoln, RI $65,000.00-$85,000.00 1 week ago Providence, RI $65,000.00-$85,000.00 2 weeks ago Investment Consultant II - Merrill Premium
Providence, RI $110,000.00-$150,000.00 2 weeks ago Massachusetts, United States 2 months ago Financial Solutions Advisor - Western MA Market
Fidelity’s Licensing Accelerator Program (SIE) - Smithfield, RI
West Warwick, RI $172,710.00-$318,000.00 3 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr