Business Support Manager I

Citizens Bank•Johnston, RI
•$78,000 - $112,000

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 to keep important business priorities visible, organized, and progressing. It is a key liaison among Private Wealth business leaders, technology partners, and enterprise stakeholders, maintaining visibility into business needs, strategic initiatives, enhancement requests, and operational priorities. The manager owns and evolves programs covering business intake, BrightIdeas, onboarding support, roadmap coordination, and execution of strategic initiatives. The position supports business intake management, technology roadmap coordination, BrightIdeas program administration, strategic project work, leadership priority management, and onboarding for new advisors, teams, and key hires. The ideal candidate is organized, proactive, relationship-oriented, and able to navigate complex cross-functional environments while combining strategic thinking with hands-on execution.

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 within 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 a consolidated inventory of business needs, enhancement requests, pain points, technology opportunities, and process improvement initiatives.
  • Establish governance, prioritization criteria, intake tracking, and reporting processes; route requests to appropriate enterprise partners and track them through resolution.
  • Develop knowledge of Private Wealth technology platforms, enterprise initiatives, and strategic technology roadmaps; act as the primary liaison between business stakeholders and technology partners.
  • Translate business needs into actionable requirements, communicate technology plans to the business, and support prioritization of technology investments aligned with business strategy and advisor needs.
  • Communicate with stakeholders about roadmap progress and emerging opportunities.
  • Administer and continuously improve the Private Wealth BrightIdeas program; review submissions with business leaders, identify themes, prioritize opportunities, coordinate approved ideas, and report on trends, implementation status, and 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 process improvement, operating model enhancement, and business growth initiatives.
  • Maintain and manage the Private Wealth Leadership Team priority portfolio; coordinate updates, monitor strategic objectives and initiatives, and prepare executive summaries, dashboards, and status reports.
  • Identify risks, interdependencies, and execution challenges; support leadership routines, governance forums, and strategic planning activities.
  • Support end-to-end onboarding for new advisors, teams, and key hires; coordinate across Human Resources, Operations, Technology, Compliance, and business leaders.
  • Maintain onboarding tools, trackers, processes, and governance; identify improvements to onboarding effectiveness and scalability; assist with team transitions, acquisitions, or lift-out onboarding when applicable.

Benefits

  • Competitive pay
  • Comprehensive medical coverage
  • Dental coverage
  • Vision coverage
  • Retirement benefits
  • Maternity leave
  • Paternity leave
  • Flexible work arrangements
  • Education reimbursement
  • Wellness programs
  • Paid time off policy exceeding mandatory paid sick or paid time-away policies in every local and state jurisdiction in the United States
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