Private Wealth Program Manager

Citizens•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

Enterprise program management
Financial services / wealth management knowledge
CRM and data governance expertise (Salesforce preferred)
Strong executive communication skills
Cross-functional leadership
Change management
Analytical and reporting expertise
Risk awareness and governance discipline
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