Private Wealth Program Manager

Citizens Financial Group•Westwood, MA

About The Position

The Program Manager for Citizens Private Wealth is responsible for leading and executing strategic initiatives that enhance the Private Wealth platform, improve client experience, and drive consistent sales and investment execution across the organization. This role operates at the intersection of Wealth Leadership, Private Banking, Commercial Banking, Operations, Technology, Compliance, and Sales Enablement. The Program Manager ensures that key business priorities — including platform enhancements, operating model evolution, CRM optimization, partnership integration, and incentive alignment — are delivered on time, within scope, and aligned to Citizens’ broader enterprise strategy. This individual acts as a central coordinator and strategic driver, ensuring Private Wealth initiatives are implemented with discipline, transparency, and measurable impact.

Requirements

7–10+ years of experience in wealth management, banking, financial services, or enterprise program management
Demonstrated experience managing large, cross-functional initiatives
Strong understanding of Private Wealth, Private Banking, and Commercial Banking dynamics
Experience with CRM systems and performance reporting
Bachelor’s degree required

Nice To Haves

MBA or advanced degree preferred

Responsibilities

Strategic Program Leadership Lead end-to-end delivery of complex, cross-functional initiatives impacting Citizens Private Wealth.
Translate strategic priorities (growth, client experience, advisor productivity, partnership integration) into structured program roadmaps.
Establish governance structures, milestone tracking, and executive reporting for major initiatives.
Identify interdependencies across Private Bank, Commercial Bank, Retail Distribution, and Wealth Management teams.
Operating Model & Platform Execution Support ongoing evolution of the Citizens Private Wealth operating model.
Drive execution of platform enhancements including: CRM (Salesforce) optimization Referral tracking and transparency Incentive plan implementation Product platform expansion Workflow and onboarding improvements Partner with Technology and Operations to ensure solutions align with advisor workflow and client experience.
Sales & Advisor Enablement Partner with field leadership to ensure consistent execution of sales and investment strategies.
Implement reporting dashboards for: AUM growth Pipeline tracking (short, medium, long-term) Referral conversion Professional services revenue Improve Salesforce adoption and data integrity across advisor teams.
Coordinate training and change management initiatives for new processes and tools.
Partnership Integration (Enterprise Alignment) Serve as liaison between Private Wealth and: Private Banking Commercial Banking Business Banking Retail Distribution Identify and resolve partnership friction points.
Develop tracking mechanisms for inbound/outbound referrals.
Enhance transparency and accountability across referral channels.
Incentive & Performance Management Support Partner with Finance and Leadership to support incentive plan rollout and administration.
Monitor performance metrics relative to scorecard objectives.
Provide leadership with actionable reporting on production, flows, revenue mix, and profitability.
Identify gaps between incentive structure and business behavior and recommend improvements.
Governance, Risk & Compliance Coordination Ensure all programs align with compliance, regulatory, and risk management requirements.
Partner with Legal and Compliance on supervisory model enhancements.
Establish controls and documentation standards for new initiatives.
Executive Communication & Reporting Prepare executive-level materials for: Wealth Leadership Meetings COO updates Board-level reporting (as needed) Provide clear visibility into program status, risks, and mitigation plans.
Present recommendations with financial and strategic impact analysis.

Benefits

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.

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