Description

The Business Support Manager I is responsible for leading initiatives that will optimize advisor productivity and support Wealth Management Leadership. This will be achieved by (but not limited to) managing our leadership support model; identifying gaps in current processes and continuous reassessment of the operating model; and managing and supporting crucial project development. The person in the role is expected to support Wealth Management strategic priorities.

Key Responsibilities (Impact on business)

• Participate in and contribute to strategic and transformational initiatives/projects
• Offer enhanced support to leadership via providing assistance to their strategic and routine needs
• Supervise Citizens Wealth Management Business Management Support team to ensure proper support is offered to the field via supply/equipment ordering, ADV compliance documentation, PTO tracking and any other ad hoc requests.
• Manage communication to the field from Leadership, and ensure communication lines are updated appropriately (DLs, Mailboxes, etc.)
• Work directly with Leadership, Data and Analytics, and members of our team to ensure viable required technology and access, etc. are available to the field.
• Ensure continuous engagement with key stakeholders (regular 1:1’s, partner meetings, etc.)
• Escalate material concerns to management and partners as appropriate to ensure timely awareness
• Be an active member of the team and demonstrate strong collaboration with the wider team and key partners
• Assist leadership with ad hoc project management as required
• Perform routine Business Continuity responsibilities, such as call tree notifications

Qualifications

• Prior project management experience required
• Ability to collaborate and ability to work autonomously
• Strong problem-solving skills
• Organizational skills and the ability to manage competing priorities
• Must be self-reliant and able to carry out duties and responsibilities with minimal direct supervision
• Excellent written and oral communication and interpersonal skills
• Proficiency in MS office systems
• Background in advisory or brokerage preferred
• Prior Management Experience preferred
• High School Diploma/GED required

Hours & Work Schedule

• Hours per Week: 40
• Work Schedule: M-F

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.

Equal Employment and Opportunity Employer

Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.