Executive Support Lead — Private Bank & Wealth Platform

Citizens Private Bank and Citizens Wealth Management have accelerated their strategy to build out Private Banking, Wealth Management, and expand in key growth markets. We’re looking for talented individuals with a demonstrated track record of delivering white glove administrative and executive support. Two dynamic, industry leaders have been appointed to the roles of Head of Platform Transformation – Citizens Private Bank and Wealth, and Private Bank Chief Operating Officer. In the Business Support Manager role, the candidate will be a critical team member in executing the strategies and activities related to growing the Citizens Private Bank and Citizens Wealth Management business lines while supporting these key leaders. This requires high attention to detail and quality, excellence in communication, a focus and commitment to results, and the willingness to put in the additional effort for a flawless outcome. The Business Support Manager will have the ability to work independently on and manage multiple projects, from conception to completion, and must be able to work under pressure at times to handle a wide variety of activities and confidential matters with discretion. Duties include scheduling of appointments, preparation of external/internal correspondence, telephone/visitor screening, arranging complex and detailed travel arrangements, coordination of meetings and receptions, preparation of presentation materials, maintenance/filing of documents, preparation of expense reports. May perform ongoing maintenance to various databases and generate reports. Assist in arranging large colleague meetings/events including senior leadership staff and travel to facilitate these meetings. Primary Responsibilities Manage multiple projects simultaneously in a timely manner Coordinate internal and external meetings, conference calls, and domestic and international travel. Schedule management for Senior Leadership staff Display excellent communication skills in working with clients (internal/external) and vendors Produce reports and presentations with advanced graphics Accurately track expenses/process and submit expense reports in a timely manner Distribute agenda, meeting packages, and be responsible for meeting minutes Travel will be required to facilitate and attend meetings, maintaining a timely agenda and coordinating all other attendees’ travel Qualifications, Education, Certifications and Other Professional Credentials Demonstrated ability to provide a high level of service 3-5 years prior Executive Administrative experience supporting leaders in large organizations and calendar management in a high touch experience business – preferably in the private banking and/or wealth management industry Proficient use of Microsoft Office applications including Microsoft Project, Excel, Teams, Visio, PowerPoint, Word and Outlook. SharePoint knowledge a plus Work effectively as part of a team in a fast-paced environment Tech savviness – ability to learn new software quickly and effectively Initiative and can‑do attitude – able to take on any other responsibility or project as assigned Flexibility to work on a variety of projects and teams simultaneously Strong prioritization and problem‑solving skills Attention to detail and sensitivity to deadlines Effective communication skills, both written and verbal Strong project management skills Bachelor’s Degree Hours & Work Schedule Hours per Week: 40 Work Schedule: Monday–Friday Office Location: San Francisco, CA – 101 California St In office required: 4 days, 1 day WFH once acclimated Pay Transparency The salary range for this position is $78,000.00 – $112,000.00 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the budget, work location, and relevant skills and experience. 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. For an overview of our benefits, visit Equal Employment Opportunity 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, 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. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer‑centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth. #J-18808-Ljbffr Citizens