Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Business Support Manager (Private Bank & Private Wealth Platform)

$78k - $112k

Citizens

Description

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 data bases and generate reports. Assist in arranging large colleague meetings/events including senior leadership staff and travel to facilitate these meetings.

Primary responsibilities include:

  • Manage multiple projects simultaneously/in a timely manner

  • Coordinates internal/external meetings, conference calls, and domestic/international travel. Schedule management for Senior Leadership staff

  • Displays excellent communication skills in working with clients (internal/external), and vendors

  • Reports and presentations including advanced graphics

  • Accurately tracks expenses/process and submit expense reports in a timely manner

  • Distributes agenda, meeting packages, and 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/or 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 to include 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: M-F

  • Office Location: CA-San Francisco-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 .

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

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

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

06/30/2026

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Business Support Manager (Private Bank & Private Wealth Platform) in San Francisco, CA vacancy
  • $78k - $112k

     ...Business Support Manager Citizens Private Bank and Citizens Wealth Management have accelerated their strategy to build out Private Banking, Wealth Management, and...  ...have been appointed to the roles of Head of Platform Transformation – Citizens Private Bank and Wealth... 
    Platform
    Private
    Work at office
    Local area
    Work from home
    Flexible hours

    Citizens Financial Group, Inc.

    San Francisco, CA
    1 day ago
  • $160.35k - $210k

     ...Silicon Valley Bank and First Citizens...  ...helps personal, business, commercial and wealth clients build...  ...commercial and private banking to individuals...  ...(emerging managers), clients, prospects...  ...-sell the SVB platform by winning and retaining...  ..., as well as support Relationship... 
    Platform
    Private
    Local area

    First Citizens Bank

    San Francisco, CA
    4 days ago
  •  ...President and Wealth Advisor About...  ...investment advisor & manager Industry...  ...Type Privately Held About...  ...first advisory platform. The successful...  ...matter experts, supporting the delivery...  ...assisting in new business development...  ...planning, private banking, or related... 
    Platform
    Private

    Confidential

    San Francisco, CA
    4 days ago
  • $75k - $160k

     ...Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM...  ...an unparalleled investment platform inclusive of the full product...  ...planning and private banking and lending services. As client...  ...and experiences to build a business within Goldman Sachs Establish... 
    Platform
    Private
    Full time
    Temporary work
    Part time

    Goldman Sachs

    San Francisco, CA
    2 days ago
  •  ...leading subscription platform at the center of connected...  ...Specialist to support the People Operations/...  ...including Workplace, IT, and business stakeholders to...  ...keep, and process your private information, please review...  ...fastpaced environments and managing multiple priorities... 
    Platform
    Private
    Contract work

    Insight Global

    San Francisco, CA
    1 day ago
  •  ...Business Operations Associate employer.com...  ...seamless financial management; and Before You Apply...  ...strategic initiatives, and support the scaling of our...  ...operations platform. This is a high-visibility...  ...out of investment banking, management consulting, or private equity (24 years of... 
    Platform
    Private
    Remote work

    Recruiter.com

    San Francisco, CA
    1 day ago
  • Job Overview Merrill Wealth Management is a leading provider of...  ...client service to the bank’s clients by educating...  ...client materials and support the other Client Associates...  ...and technology platforms. Desired Qualifications...  ...Oral Communications Business Development Client Solutions... 
    Platform
    Private
    Seasonal work
    Shift work
    Day shift

    Bank of America

    San Francisco, CA
    5 days ago
  • $225k - $245k

     ...Business Development Manager, Venture Capital New York, NY; San Francisco...  ...in venture capital, private equity and private...  ...countries, Carta's platform of software and...  ...Administration platform supports 9,000+ funds and...  ...such as law firms, banks, audit firms, tax firms... 
    Platform
    Private
    Full time
    Work at office

    cartage.co

    San Francisco, CA
    5 days ago
  •  ...external vendors to run their businesses, finance and operations...  ...operational risk exists – all in one platform. We’re backed by top...  ..., consulting, investment banking, or private equity. You know how businesses...  ...pain points around vendor management, spend visibility,... 
    Platform
    Private
    Temporary work
    For contractors
    Work at office

    Stackpack

    San Francisco, CA
    2 days ago
  •  ...dedicated administrative support to Top Private Wealth Advisors within the...  ...of Private Wealth Management Philadelphia in a...  ...interacts with high-level business leaders and clients...  ...with expense platforms such as SAP Concur...  ...offer. #J-18808-Ljbffr Goldman Sachs Bank AG
    Platform
    Private
    Full time
    Temporary work
    Work at office

    Goldman Sachs Bank AG

    San Francisco, CA
    1 day ago
  •  ...preserving their wealth for future generations and supporting the causes they care...  ..., generating new business, and delivering holistic...  ...Relationship Management Serve as a...  ...financial services, private banking, or wealth management...  ...Access to a full platform of world‑class investment... 
    Platform
    Private
    Permanent employment
    Temporary work
    Work at office
    Flexible hours

    Corient

    San Francisco, CA
    3 days ago
  •  ...Senior Manager, Business Operations & Strategy In an era of financial uncertainty...  ...the innovation of a technology platform with the security of a regulated bank. By reinventing the traditional...  ...important strategic initiatives to support the company's continued growth.... 
    Platform
    Work experience placement
    Work at office

    Jiko

    San Francisco, CA
    4 days ago
  •  ...unified payments and financial platform for global businesses. Powered by our unique...  ...fully integrated solutions to manage everything from business...  ...build the future of global banking. If that sounds like you, let...  ..., investment banking, private equity, venture capital, or... 
    Platform
    Private
    Work at office
    Worldwide

    Airwallex-

    San Francisco, CA
    5 days ago
  • $188k - $235k

     ...millions of consumers and small businesses. Positions located in...  ...the company’s products, platforms, and services. This role...  ..., alerting, incident management, and technical support, while also driving the strategy...  ...including data centers, private and public cloud... 
    Platform
    Private
    Hourly pay
    Full time
    Work at office
    Immediate start
    Visa sponsorship
    Work visa
    Flexible hours

    Early Warning®

    San Francisco, CA
    17 hours ago
  • $71k - $140k

     ...Since 1973, East West Bank has served as a pathway...  ...help guide businesses and community members...  ...entertainment and media, private equity and venture capital...  ...Business Relationship Manager at East West Bank means...  ...how to use our digital platforms to bank and invest when... 
    Platform
    Private
    Local area

    East West Bank

    Oakland, CA
    2 days ago
  • $133k - $172k

     ..., you can build an exciting business AND have real-life real-customer...  ...for a Business Development Manager to support the growth and expansion of...  ...personal loans, insurance, banking, and other consumer...  ...marketing, or financial services platforms similar to companies like Credit... 
    Platform
    Contract work
    Local area

    Kikoff

    San Francisco, CA
    4 days ago
  • $190k - $225k

     ...engineering the future of private markets to improve...  ...end-to-end solution for wealth managers of any size- from...  ...family offices to private banks- to build, fundraise...  ...power of technology. Our platform banishes the nightmare...  ..., target, and close business with prospective customers... 
    Platform
    Private
    Full time
    Live in
    Relocation
    Work visa

    Opto Investments

    San Francisco, CA
    4 days ago
  • $200k - $300k

    About Wealth At Work: Enterprise Citi Wealth at Work...  ...comprehensive wealth management solutions, personalized...  ...and highly motivated Private Banker to join our dynamic...  ...proactive approach to business development,...  ...and other sophisticated banking and lending products specifically... 
    Private
    Full time

    Citigroup Inc.

    San Francisco, CA
    4 days ago
  • $106.8k - $163.4k

    Job Description: At Bank of America, we are guided by a common...  ...and rewarding performance, and supporting our teammates’ physical,...  ...specific responsibilities and business needs. At Bank of America, you...  ...critical functions and execution. Manages diverse administrative... 
    Local area
    Flexible hours
    Shift work
    Day shift

    Bank of America

    San Francisco, CA
    2 days ago
  • $247.47k - $309.34k

     ...People Business Partner Director Supporting Engineering Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more...  ...global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex... 
    Platform
    Work at office
    Remote work
    Work from home

    Brex

    San Francisco, CA
    3 days ago
  • $190k - $250k

     ...engineering the future of private markets to improve...  ...end-to-end solution for wealth managers of any size- from...  ...family offices to private banks- to build, fundraise...  ...power of technology. Our platform banishes the nightmare...  ...of turning complex business problems into elegant... 
    Platform
    Private
    Full time
    Work experience placement
    Work visa

    Opto Investments

    San Francisco, CA
    2 days ago
  • $87.03k - $138.97k

    PRIVATE WEALTH ANALYST WHAT IS THE OPPORTUNITY? Supports Private Banking client teams in delivering investment analysis and financial planning materials...  ...region. Partners with PB team in business development and relationship management activities to support investment... 
    Private
    Bank staff
    Remote work
    Shift work

    City National Bank

    San Francisco, CA
    4 days ago
  •  ...Goodfin is an AI-native investment platform for private markets. We're building agentic AI systems...  ...Role We're looking for experienced wealth and investment advisors to work with us...  ...advisor, investment advisor, portfolio manager, or allocator ~ Deep familiarity with... 
    Platform
    Private
    Part time
    Flexible hours

    goodfin

    San Francisco, CA
    5 days ago
  • $250k - $300k

     ...Founding Head of Technical Support $250,000 - $300,000 + Bonus...  ...AI workloads through the platform. Reporting directly to the CTO...  ...when to add support engineers, managers, or tooling, and run...  ...9805 act as an employer-paid private personnel agency. The salary... 
    Platform
    Private
    Immediate start

    Client Services

    San Francisco, CA
    4 days ago
  •  ...Sales Operations Business Leader The Analytics...  ...in each of the major bank business areas. Team...  ...partner closely with Private Bank & Wealth Advisory leaders to help...  ...performance metrics and support in preparation of...  ...years of experience in management consulting,... 
    Private

    1872 Consulting

    San Francisco, CA
    4 days ago
  • $27 - $49.51 per hour

    Job Description: At Bank of America, we are guided by a common...  ...and rewarding performance, and supporting our teammates’ physical,...  ...specific responsibilities and business needs. At Bank of America, you...  ...also have responsibilities for managing associates. At Bank of America... 
    Hourly pay
    Flexible hours
    Shift work
    Day shift

    Bank of America

    San Francisco, CA
    2 days ago
  • $200k - $300k

     ...within own job and the business. Recognized subject...  ...and sources of wealth generation. Anticipate...  ...connections to the Citi Private Bank. Effectively manage client expectations...  .../partner with support groups in Citi Private...  ...and product systems, platforms, tools and capabilities... 
    Platform
    Private
    Full time

    Citi

    San Francisco, CA
    2 days ago
  •  ...Human Capital Business Partner II The Human Capital Business...  ...mid-level human capital support and consultation to managers and employees. This role partners...  ...or internet calls where private, confidential or other...  ...Beneficial State Bank's benefits include a comprehensive... 
    Private
    Contract work
    Work at office
    Remote work
    Work from home

    Beneficial State Bank

    Oakland, CA
    4 days ago
  •  ...thought leadership platform along with cutting...  ...needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...  ...expertise will support a wide range of...  ...the goals of the bank, while fostering...  ...* Build a book of business and deliver... 
    Platform
    Full time

    JPMorgan Chase & Co.

    San Francisco, CA
    1 day ago
  •  ...company and national bank using innovative, mobile...  ..., transforming our platform from a set of financial...  ...a proactive personal wealth manager. We're proud to come to...  ...portfolio: A public or private collection of...  ...Founded or grew a business or side hustle as a product... 
    Platform
    Private
    Second job
    Remote work

    SoFi

    San Francisco, CA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Business Support Manager (Private Bank & Private Wealth Platform). Be the first to apply!