Strategic Advisor and Execution Lead, Checking & Deposits
$127k - $184kCitizens Financial Group, Inc.
Description Strategic Advisor and Execution Lead, Checking and Deposits This senior and highly visible individual contributor role sits within the Checking and Deposits organization and serves as an enterprise partner to senior leadership, providing strategic and operational leverage across a complex, highly matrixed business. The position goes well beyond administrative support and involves owning executive level work that shapes how the business is run, including developing leadership ready materials that synthesize complex financial, operational, and performance data into clear, decision focused narratives. The role partners closely with executives to translate strategy into action, establish disciplined operating rhythms, drive cross functional initiatives, and coach others on effective executive communication and presentation standards critical to sustained business performance. Locations and Work Arrangement Remote is not an option. Candidates must be willing to commute to one of the following hub locations with a hybrid schedule of four days onsite and one day remote per week, with flexibility, in one of the following hubs. * Wilmington, DE * Philadelphia, PA Strategic Presentation and Executive Communication * Lead development of executive level presentations that synthesize complex financial, operational, and performance data * Craft clear narratives aligned to strategic priorities and business outcomes * Train and coach others on effective executive communication and presentation standards Cross Functional Team Mobilization * Assemble and structure cross functional teams to execute priority business initiatives * Define clear objectives, roles, and success measures * Drive collaboration and accountability across product, technology, operations, risk, and finance Business Performance Reporting and Dashboards * Own end to end coordination of business performance reporting * Collect, validate, and integrate financial, operational, and market data * Maintain dashboards, trackers, and reporting artifacts tailored to different audiences, including executives and boards Communication Cadence and Update Channels * Design and manage regular communication forums and update channels * Ensure timely sharing of performance metrics, risks, issues, and opportunities Meeting, Agenda, and Operating Rhythm Management * Set and manage agendas for broader leadership and team forums * Coordinate recurring meetings, track decisions, and ensure follow through on action items * Maintain discipline around priorities and execution cadence Offsite and Planning Event Leadership * Lead planning and execution of offsite meetings, workshops, and team events * Own agenda design, logistics, facilitation, and post event follow up to drive action Strategic Initiative Coordination * Serve as central coordination point for major strategic initiatives * Monitor timelines, resourcing, budgets, and dependencies * Partner with senior leaders to ensure initiatives deliver intended outcomes Process Improvement and Operational Excellence * Identify opportunities to streamline support processes and improve efficiency * Introduce best practices and leverage tools and technology to enhance productivity Risk Management and Compliance * Ensure all activities align with risk management and compliance standards * Partner closely with legal, finance, and risk teams to maintain integrity in reporting and communications Required Qualifications * Bachelor's degree in Business Administration, Management, or related field * Advanced degree preferred * Eight or more years of experience in business operations, executive support, or large scale program management * Strong experience in strategic planning, executive communications, and cross functional leadership * Excellent written and verbal communication skills * Strong organizational skills, attention to detail, and ability to manage competing priorities * High proficiency with productivity tools, analytics platforms, and presentation software Reporting Structure * Reports directly to the Head of Deposits * Partners closely with business leaders, project leads, and executive stakeholders * May have direct people leadership responsibility for business support resources Success Measures * Quality and impact of executive presentations and communications * Effectiveness of cross functional team mobilization and delivery * Accuracy, timeliness, and usability of performance reporting * Strength of operating rhythm, meeting discipline, and execution follow through * Successful planning and outcomes from offsites and strategic events * Continuous improvement in support operations * Adherence to risk and compliance standards Pay Transparency The salary range for this position is $127,000 to $184,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay will be determined based on several factors, including work location, relevant skills, and experience. Citizens offers competitive compensation and comprehensive benefits including medical, dental, and vision coverage, retirement benefits, maternity and paternity leave, flexible work arrangements, education reimbursement, wellness programs, and more. Citizens' paid time off policy exceeds the mandatory paid sick or paid time away requirements of all local and state jurisdictions in the United States. For an overview of benefits, visit #LI-Citizens1 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. 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. 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. View Benefits Awards We've Received Glassdoor Best Place to Work in Consulting, Finance & Insurance Human Rights Campaign Corporate Equality Index 100 Award Newsweek America's Most Charitable Company The Banker's US Bank of the Year Dave Thomas Foundation's Best Adoption-Friendly Workplace Disability:IN Best Places to Work for Disability Inclusion
- ...everyone. Overview As the Global head of Risk GTM Lead, you will play a pivotal role in driving the execution of go-to-market (GTM) strategies for the Risk... ...collaboration. Key Responsibilities Engage directly with strategic customers to understand needs, drive adoption, and...SuggestedContract workWork at officeRemote workFlexible hoursShift work
$119.77k - $140.9k
...Digital Collections Email Strategy Lead is responsible for the design, execution, and continuous optimization of... ...employment. U.S. Bank conducts background checks consistent with applicable local... ...of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition,...DepositsTemporary workWork experience placementLocal area- ...Wealth Management Advisor Serve as primary relationship... ...includes effectively executing on the specialist... ...credit knowledge to help lead the conversation and advice... ...working knowledge of deposit, credit and investment... ...acceptable background check General Description...DepositsFull timePart timeWork at officeLocal area
- ...the branch team and partners to attain the branch strategic goals. Duties & Responsibilities: 1. Personal... ...business customers. Including, but not limited to: Checking and Savings Accounts, Certificates of Deposit, Individual Retirement Accounts (IRAs). Deposit only...DepositsFull timeMonday to FridayFlexible hoursWeekend work
$133.37k - $156.9k
...One. Job Description Leads portfolio marketing strategy... ..., developing and executing customer-centered, multi... ...and inform strategic recommendations. Support... ...Bank conducts background checks consistent with applicable... ...Section 19 of the Federal Deposit Insurance Act (FDIA)....DepositsFull timeTemporary workWork experience placementSeasonal workLocal area- ..., but not limited to: opening accounts, deposits, withdrawals, and loan applications, as... ...successful completion of the required background checks and obtaining a unique identifier from... ...each year based on corporate and strategic goals. Work Environment The work environment...DepositsWork at officeLocal area
- ..., but not limited to: opening accounts, deposits, withdrawals, and loan applications, as... ...successful completion of the required background checks and obtaining a unique identifier from... ...each year based on corporate and strategic goals. The noise level in the work environment...DepositsWork at officeLocal area
- ...Executive Operations & Administrative Strategy Partner Executive Operations... ...partner to our EVP/CFO and provide strategic operational support to the VP of Finance... ...corporate accounts Maintain deposit logs and support cash/check recording processes Serve as...DepositsWork at officeLocal areaFlexible hoursShift work
- ...Vendor Strategy • Develop and execute strategy for sourcing and... ...drive execution and delivery of strategic data initiatives... ...) • Demonstrated ability to lead cross-functional initiatives... ...of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for...DepositsFull timeTemporary workPart timeWork experience placementWork at office
- ...About our Practice The Strategic FP&A practice is an advisory... ...services as a genuine trusted advisor. You will have the opportunity... ...wherever they may lead which could include, but not... ...to actively plan, manage, and execute on engagements; Support the...Permanent employmentFull timePrivate practiceRemote workWeekend workAfternoon shift
- ...CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide... .... About our Practice The Strategic FP&A practice is an advisory group... ...to actively plan, manage, and execute on engagements Support the development...Permanent employmentFull timePrivate practiceRemote workWeekend workAfternoon shift
- ...to the company's success. As a Fiduciary Advisor I within the PNC Private Bank (SNT/GDN... ...Supports fiduciary decision-making by executing the terms of any plan or document in which... ...requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any...DepositsFull timeTemporary workPart timeWork experience placementWork at office
- ...company's success. As Fiduciary Advisor Sr within the PNC Private... ...fiduciary decision-making by executing the terms of any plan or document... ...needs for assigned accounts. Leads colleagues in completing... ...of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for...DepositsFull timeTemporary workPart timeWork experience placementWork at office
- ...Junior Strategic Analyst Philadelphia, Pennsylvania, United States... ...barriers like high security deposits and low approval odds. Our... ...-driven insights. Deliver Executive-Ready Recommendations:... ...Hey, we know not everybody checks all the boxes, so if you're interested...DepositsOdd jobFull timeInternshipWork at officeLocal areaRelocation packageWeekend work
- ...Executive Director, Philanthropy & Fundraising About the Company Accomplished higher... ...is in search of an Executive Director to lead its philanthropic efforts, with a focus... ...transformational donor relationships and shaping a strategic advancement program that aligns with the...
$75k
...Content, Senior Leadership Team, Executive Office, Policy and Practice... ...the Volunteer Engagement Advisor, Campaign Leads, Resource Development,... ...Action Network members in strategic markets to represent Oxfam... ...appropriate pre‑employment checks in line with Oxfam America’...Casual workWork at officeLocal areaRemote workAfternoon shift$114k - $165.3k
...addition to the base salary** The Senior Private Wealth Advisor, Practice Lead (Personal Strategy) plays a vital role in helping clients... ...proactive, tailored financial advice through a highly personal and strategic approach. At Empower, our mission is to empower...16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hours$81k
...A community-focused organization is seeking a Campaign Director to lead strategic initiatives in environmental justice. The role requires over 3 years of experience in guiding volunteers through nonviolent actions. You will foster partnerships, provide educational resources...Flexible hours- ...Front Desk Lead Front Desk Lead serves as a primary contact for questions and/or more... ...procedures as required Handle check-ins and check-outs in a friendly, efficient... ...Demonstrated ability to handle cash, prepare and deposit cash drops, secure and balance bank...DepositsDaily paidFull timeTemporary workLocal areaFlexible hours
$41.34k - $51.68k
...PURPOSE As the Financial Service Advisor, you are the key element of our retail environment... ...all types of accounts including Savings, Checking, Special Savings, Money Market, Share/IRA Share Certificates of Deposits and IRAs, etc., orders checks for member accounts...DepositsFull timeLive out$50 - $65 per hour
...that cares and a company that believes in leading with our values. Develop your skills... ...; paid time off; weekly pay and direct deposit; scholarship opportunities; one-on-one training... ...Services Manager. Following up with, executing, and properly documenting doctors'...DepositsWeekly payPart timeWork at officeLocal areaNight shiftWeekend workAfternoon shift- ...Wealth Advisor Serve as primary relationship advisor for high net... ...advanced credit knowledge to help lead the conversation and advice... ...proven working knowledge of deposit, credit and investment products... ...applicable NMLS acceptable background check Preferred...DepositsWork at officeLocal area
$85.1k - $161.7k
...We are the leading provider of professional services to the middle market globally, our purpose is to instill... ...’s nowhere like RSM. Job Responsibilities Executes financial analysis and modeling to support strategic finance, FP&A, and transaction-related engagements...Full timeWork experience placementInternshipLocal area$150k - $258.75k
...Corporate Development Job Sub Function: Strategic Planning Job Category: Professional All... ...opportunity! The Director, GSP is responsible to lead delivery of Strategic Supply Chain... ...business outcomes through disciplined execution, strong partner engagement, and effective...Full timeLocal areaImmediate start- ...success. As an Senior Investment Advisor within PNC's Private Bank... ...Additionally supports and may lead the sales efforts of the business... ...services to the client. Executes risk management practices through... ...of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for...DepositsFull timeTemporary workPart timeWork experience placementWork at office
$75k - $125k
...sales and service, identifying sales and/or executing opportunities and making referrals to... ...partners. Shows urgency with activities and leads by example. Has regular and effective... ...requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered...DepositsFull timeTemporary workPart timeWork experience placementWork at office- ...risk and cost, and enhance the advisor and client experience across... ...and within budget and meet strategic goals. Influences product... ...technology trends in the industry. Leads a team responsible for... ...of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for...DepositsFull timeTemporary workPart timeWork experience placementWork at office
- ...achieve bank objectives. Processes all customer transactions (checks, deposits, withdrawals, payments, money orders, cashier's checks, cash... ...relationship skills; strong problem solving skills; able to lead, coach and motivate others; possess a sound knowledge of branch...DepositsBank staffWork at officeNight shift
- ...specifically, the role is focused on supporting the investment process, leading strategic initiatives to enhance client-experience, providing subject-... ...is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure...DepositsFull timeTemporary workPart timeWork experience placementWork at office
$45.76k - $53k
...Responsible for providing an industry leading client service experience both in person... ...resolution and advanced sales functions regarding deposit, credit, convenience and other product... ...and applicable NMLS background check which includes meeting applicable financial...DepositsFull timePart timeWork at officeNight shiftWeekend work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Strategic Advisor and Execution Lead, Checking & Deposits. Be the first to apply!
- innovation advisor Philadelphia, PA
- college advisor Philadelphia, PA
- trust advisor Philadelphia, PA
- service advisor assistant service manager Philadelphia, PA
- comfort advisor Philadelphia, PA
- international police advisor Philadelphia, PA
- cultural advisor Philadelphia, PA
- operations advisor Philadelphia, PA
- solution advisor Philadelphia, PA
- medical director physician advisor Philadelphia, PA



