Wealth Management Rotational Analyst Program

Citizens Bank

5h•$80,000

About The Position

Citizens Wealth Management is committed to developing the next generation of leaders in Wealth Management. The Citizens Wealth Rotational Analyst Program offers a unique opportunity to gain comprehensive exposure to the Wealth business through structured rotations across key home office functions over the course of two years. Individuals will have opportunities to work across: Office of the COO: Responsible for partnering across the business to execute priorities, improve processes, and drive our client experience focus. The team executes their mandate by continuously streamlining operations, managing risk and compliance, project managing strategic change initiatives and tracking performance through data-driven insights. Office of the CIO: Constructs and executes the division’s investment content and strategy through market and product research, develops investment solutions, and manages portfolios with a focus on prudent risk management. The team partners with advisors and clients to provide insights, customized solutions, and thought leadership, leveraging expertise in asset allocation and macroeconomic analysis to deliver resilient, forward-looking strategies. Family Office Solution & Advanced Planning: Drives comprehensive wealth planning and customized solutions for ultra-high-net-worth clients, including estate planning, trust administration, tax strategies, philanthropy, and succession planning. The team designs tailored financial plans, helps clients navigate advanced wealth structures, retirement planning, succession planning, and providing proactive guidance on regulatory changes and market trends. Business Management & Key Partners: Provides exposure to critical functions that enable and enhance Wealth Management’s success across the broader organization. This rotation offers participants the opportunity to understand how specialized teams partner with wealth to deliver strategic priorities and exceptional client outcomes. For example, this could be time spent in marketing, risk, or strategy. It is designed to broaden participants’ perspectives on how enterprise-level functions contribute to Wealth Management’s growth and resilience. This program is designed to provide an end-to-end understanding of Wealth Management, equipping participants with the skills and insights needed for long-term success.

Requirements

Successfully complete a video interview assessment within 4 days of receiving the link. If not completed within the timeframe, your application will be automatically withdrawn from consideration.
Preferred graduation date of May 2025 -May 2026.
Minimum GPA 3.2
Demonstrated interest in Wealth Management and financial services
Exceptional analytical, problem-solving, and organizational skills
Proficiency in Microsoft Excel and PowerPoint
Strong written and verbal communication skills
Ability to manage multiple priorities and work effectively in a team environment
Citizens is unable to consider candidates that will require visa sponsorship now, or in the future, for this specific role.

Nice To Haves

Preferred GPA 3.4+

Responsibilities

Collaborate on strategic initiatives to enhance client and colleague experiences
Conduct research and analysis on market trends, competitive positioning, and business performance
Support product development and investment solutions for Financial Advisors and clients
Assist in project management for critical initiatives across Wealth functions
Prepare high-quality presentations and reports for wealth leadership
Leverage data analytics to inform decision-making and improve operational efficiency
Engage in cross-functional partnerships to drive innovation and deliver integrated solutions

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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