Business Support Manager I

Citizens Financial Group • Johnston, RI

5d

About The Position

The PW Business Support Manager helps drive organizational effectiveness, strategic execution, and business enablement across Citizens Private Wealth. The role serves as a central coordinator, facilitator, and problem solver, ensuring key business priorities are visible, organized, and progressing. It acts as a liaison among Private Wealth business leaders, technology partners, and enterprise stakeholders, maintaining a comprehensive view of business needs, strategic initiatives, enhancement requests, and operational priorities. The position owns and evolves business execution programs, including business intake management, BrightIdeas, onboarding support, roadmap coordination, and project execution for strategic initiatives. The ideal candidate is organized, proactive, relationship-oriented, and able to navigate complex cross-functional environments while balancing strategic thinking with hands-on execution.

The position is scheduled for 40 hours per week, Monday through Friday. The salary range is $78,000–$112,000 per year, with an opportunity to earn an annual discretionary bonus. Actual pay depends on factors including budget, work location, and relevant skills and experience.

Requirements

• Bachelor’s degree in Business, Finance, Management, or a related field.
• At least 5 years of experience in project management, business execution, strategic planning, business operations, consulting, or change management.
• Strong organizational and project management skills.
• Excellent written and verbal communication abilities.
• Ability to manage multiple priorities simultaneously in a fast-paced environment.
• Strong stakeholder management and relationship-building skills.
• Proficiency with Microsoft Office Suite, including PowerPoint, Excel, and Teams.

Nice To Haves

• Experience in Wealth Management, Private Wealth, Financial Services, or Banking.
• Experience partnering with technology teams and managing business requirements.
• Knowledge of project management methodologies and governance frameworks.
• Experience with intake management, portfolio management, or continuous improvement programs.

Responsibilities

• Own the centralized Private Wealth business intake process and maintain an inventory of business needs, enhancement requests, pain points, technology opportunities, and process improvement initiatives.
• Establish intake governance, prioritization criteria, tracking, and reporting processes; route business requests to appropriate enterprise partners and track them through resolution.
• Develop knowledge of Private Wealth technology platforms, enterprise initiatives, and strategic technology roadmaps.
• Serve as the primary liaison between Private Wealth business stakeholders and technology partners, translating business needs into actionable requirements and communicating technology plans to the business.
• Support prioritization discussions to align technology investments with business strategy and advisor needs, and communicate roadmap progress and emerging opportunities.
• Administer and continuously improve the Private Wealth BrightIdeas program; partner with business leaders to review submissions, identify themes, and prioritize opportunities.
• Coordinate with enterprise partners and initiative owners to advance approved BrightIdeas submissions, monitor progress, and report submission trends, implementation status, and business impact.
• Promote colleague engagement and a culture of continuous improvement and innovation.
• Provide project and program management support for initiatives owned by PWLT and the Business Execution team.
• Lead or support cross-functional initiatives involving process improvement, operating model enhancements, and business growth programs.
• Help manage the Private Wealth Leadership Team priority portfolio; coordinate updates, monitor strategic objectives and key initiatives, and prepare executive summaries, dashboards, and status reports.
• Identify potential risks, interdependencies, and execution challenges, and support leadership routines, governance forums, and strategic planning activities.
• Support end-to-end onboarding for new advisors, teams, and key hires, coordinating across Human Resources, Operations, Technology, Compliance, and business leaders.
• Maintain onboarding tools, trackers, processes, and governance; identify opportunities to improve onboarding effectiveness and scalability.
• Assist with major team transitions, acquisitions, or lift-out onboarding initiatives when applicable.

Benefits

• Annual discretionary bonus opportunity
• Medical coverage
• Dental coverage
• Vision coverage
• Retirement benefits
• Maternity and paternity leave
• Flexible work arrangements
• Education reimbursement
• Wellness programs
• Paid time off policy exceeding mandatory paid sick or paid time-away policies in every U.S. local and state jurisdiction

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level