Sr Field Marketing Manager For Private Bank West

Citizens Financial Group • Los Angeles, CA

3d • Hybrid

About The Position

Citizens Private Bank and Private Wealth are rapidly expanding, and Southern California is a key growth market. This is the first dedicated Private Bank and Private Wealth field marketing role for Southern California and is intended to establish a blueprint for marketing in future high-growth markets. The role translates national Private Bank and Private Wealth strategy into local market plans and execution, helping position Citizens as a leading private banking and wealth brand on the West Coast.

The manager serves as a dedicated marketing partner to Relationship Managers, Private Wealth Advisors, Private Bank Office leaders, and regional executives across Los Angeles, Newport Beach, and San Diego. The position develops integrated go-to-market plans tied to business goals, activates the national brand locally, supports office openings and advisory-team lift-outs, and builds sponsorships and local experiences. It also coordinates with enterprise and regional partners, shares local market intelligence with central teams, and develops a scalable operating model for future markets.

The role is based in Menlo Park, San Francisco, Los Angeles, or San Diego, California. The schedule is 40 hours per week, Monday through Friday, 8 a.m. to 5 p.m., with four days in the office and one remote day. Extensive travel throughout Southern California and periodic travel to other key markets are expected. The listed annual salary range is $175,000–$213,000, with an opportunity to earn an annual discretionary bonus.

Requirements

• At least 7 years of marketing experience.
• Ability to balance strategy and execution.
• Exceptional relationship-building skills and credibility with senior bankers, advisors, executives, and external partners.
• Strong bias toward action, resourcefulness, and adaptability.
• Integrated marketing expertise across brand, events, content, social, digital, paid media, collateral, and sales enablement.
• Sound judgment and executive presence, with the polish to represent Citizens Private Bank at the highest levels.
• Willingness to travel extensively throughout Southern California and periodically to other key markets.

Nice To Haves

• Marketing experience in business-facing roles within HNW/UHNW financial services is preferred.
• Experience supporting advisor- or relationship-driven businesses such as wealth management, private banking, or professional services is strongly preferred.
• Demonstrated experience integrating new advisory teams, managing local sponsorship strategies, and building trusted executive relationships in complex, fast-moving markets.

Responsibilities

• Serve as the dedicated marketing partner to Relationship Managers, Private Wealth Advisors, Private Bank Office leaders, and regional executives across Los Angeles, Newport Beach, and San Diego.
• Build and execute integrated, market-specific go-to-market plans tied to deposit, loan, AUM, and advisor recruiting goals.
• Activate the national Private Bank brand platform locally through relevant programming, content, events, and experiences.
• Operationalize the OneCitizens HNW vision by coordinating enterprise capabilities across Private Bank, Private Wealth, Commercial, and Business Banking into a seamless client experience.
• Connect personal and professional banking relationships into a coordinated client story.
• Partner with the Private Bank Field Marketing East counterpart and Private Wealth Growth Strategy, Private Bank Office Marketing, Events, Content, and Communications teams to deliver a unified market presence.
• Lead local marketing execution for new Private Bank office openings.
• Lead marketing integration for Private Wealth team lift-outs, including announcements, landing pages, photoshoots, advisor onboarding, and ongoing market activation.
• Develop and manage a Southern California sponsorship strategy, including events, community partnerships, thought leadership opportunities, and experiential activations.
• Balance strategic planning with execution, including collateral development and event logistics.
• Share local market intelligence with central marketing teams to inform brand, content, media, and product priorities.
• Build a repeatable, scalable Southern California operating model that can serve as a blueprint for future growth markets.
• Manage executive relationships across the Southern California ecosystem, including Private Bank and Private Wealth leaders, advisors, bankers, regional executives, and centers of influence.
• Coordinate execution with Enterprise Marketing, Communications, LRC, Brand, Events, and external agencies.
• Represent the voice of the field by identifying what is working, what is not, and where additional investment is needed.

Benefits

• Competitive pay and an opportunity to earn an annual discretionary bonus.
• Medical coverage.
• Dental coverage.
• Vision coverage.
• Retirement benefits.
• Maternity and paternity leave.
• Flexible work arrangements.
• Education reimbursement.
• Wellness programs.
• Paid time off policy that exceeds mandatory paid sick or paid time-away requirements in every U.S. local and state jurisdiction.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed