Johnston, Rhode Island, United States · On-site
$33/hr–$36/hr
Investment Support Analyst I The Investment Support Analyst at Citizens Wealth Management supports Wealth Advisors by assisting in constructing and maintaining client investment portfolios, ensuring expert knowledge of i…
Skills: Portfolio Construction, Asset Allocation, Investment Product Knowledge, Equity Markets, Fixed Income Markets
Johnston, Rhode Island, United States · Remote OK
Citizens Financial Group, Inc. (CFG) seeks a Principal Software Engineer for its Johnston, Rhode Island location. Responsibilities: Designs, modifies, develops, and implements technology solutions. Builds modern, archite…
Skills: Calypso, Java, Python, Oracle SQL, Unix
Philadelphia, Pennsylvania, United States · On-site
The Business Banking SBA Business Development Officer (BDO) is responsible for sourcing, identifying, and closing new loan opportunities using the SBA 7(a) and 504 loan programs. The SBA BDO will develop their own referr…
Skills: SBA 7(a) Lending, SBA 504 Lending, Loan Origination, Financial Analysis, Credit Underwriting
Johnston, Rhode Island, United States · Hybrid
$125k–$140k/yr
Commercial Card & Merchant Business Associate, AVP Role Purpose The Commercial Card & Merchant Analyst is responsible for delivering disciplined performance management, analytics, and executive‑ready insights across the …
Skills: Financial Modeling, Data Analytics, Excel, Generative AI, Payment Analytics
San Francisco, California, United States · Hybrid
$33/hr–$48/hr
The Executive Assistant provides primary administrative support to the Head of Business Execution and Enablement based in San Francisco, CA. This role enables effective execution of the Private Bank’s strategic prioritie…
Skills: Calendar Management, Executive Support, Travel Coordination, Inbox Management, Expense Management
Atlanta, Georgia, United States · On-site
At Citizens, we’re more than a bank and here you’ll experience new things, create new opportunities, think beyond your role, and make an impact. While in this role, you will oversee effective credit underwriting, credit,…
Skills: Credit Underwriting, Financial Analysis, Risk Evaluation, Portfolio Management, Financial Modeling
Phoenix, Arizona, United States · Hybrid
4 Days in the office from any of our locations in Johnston RI, Charlotte NC, Dallas TX, Nashville TN, Iselin NJ, Westwood or Medford MA, or Phoenix AZ and couple other locations Role is not relocation eligible. Product M…
Skills: Product Management, CIAM, Authentication, Identity Verification, Passkeys
Phoenix, Arizona, United States · Hybrid
4 Days in the office from any of our locations in Johnston RI, Charlotte NC, Dallas TX, Nashville TN, Iselin NJ, Westwood or Medford MA, or Phoenix AZ and couple other locations Role is not relocation eligible. Product M…
Skills: Product Management, CIAM, Authentication, Identity Verification, Passkeys
Phoenix, Arizona, United States · Hybrid
4 Days in the office from any of our locations in Johnston RI, Charlotte NC, Dallas TX, Nashville TN, Iselin NJ, Westwood or Medford MA, or Phoenix AZ and couple other locations Role is not relocation eligible. Product M…
Skills: Product Management, CIAM, Authentication, Identity Verification, Passkeys
Phoenix, Arizona, United States · Hybrid
4 Days in the office from any of our locations in Johnston RI, Charlotte NC, Dallas TX, Nashville TN, Iselin NJ, Westwood or Medford MA, or Phoenix AZ and couple other locations Role is not relocation eligible. Product M…
Skills: Product Management, CIAM, Authentication, Identity Verification, Passkeys
Johnston, Rhode Island, United States · Hybrid
$177k–$228k/yr
4 Days in the office from any of our locations in Johnston RI, Charlotte NC, Dallas TX, Nashville TN, Iselin NJ, Westwood or Medford MA, or Phoenix AZ and couple other locations Role is not relocation eligible. Product M…
Skills: Product Leadership, Digital Identity, Authentication, Fraud Prevention, CIAM
Cheltenham Township, Pennsylvania, United States · On-site
At Citizens, we’re focused on relationship-building and delivering exceptional customer experiences through every interaction. By fostering deep and lasting relationships, we drive customer loyalty while advancing our st…
Skills: Leadership, Sales Management, Coaching, Customer Experience, Operational Integrity
West Hartford, Connecticut, United States · On-site
$85k–$116k/yr
At Citizens, we’re focused on relationship-building and delivering exceptional customer experiences through every interaction. By fostering deep and lasting relationships, we drive customer loyalty while advancing our st…
Skills: Leadership, Sales Management, Coaching, Customer Experience, Operational Integrity
Johnston, Rhode Island, United States · On-site
The Credit Card Business Systems Analyst (BSA) is a technical and operational SME responsible for maintaining system stability, resolving production issues, and enabling controlled change delivery across credit card plat…
Skills: Production Support, Incident Management, Root Cause Analysis, Technical Analysis, System Configuration
Iselin, New Jersey, United States · Hybrid
$107k–$161k/yr
4 Days in the office from any of our locations in Johnston RI, Iselin NJ, Westwood or Medford MA, or Phoenix AZ and couple other locations Role is not relocation eligible. Job Title: Senior Software Engineer Responsibili…
Skills: Software Development, System Design, Agile Methodology, Python, Java
Iselin, New Jersey, United States · Hybrid
$107k–$161k/yr
4 Days in the office from any of our locations in Johnston RI, Iselin NJ, Westwood or Medford MA, or Phoenix AZ and couple other locations Role is not relocation eligible. Job Title: Senior Software Engineer Responsibili…
Skills: Software Development, Software Design, Angular, React, Vue
Boston, Massachusetts, United States · On-site
Senior Data Engineer – Enterprise Data Enablement The Enterprise Data Enablement team is seeking a Senior Data Engineer who can design, develop, and maintain secure, scalable, and efficient data pipelines and platforms. …
Skills: Apache Spark, Apache Kafka, Java, Scala, Python
Johnston, Rhode Island, United States · On-site
Principal Data Engineer – Real-Time Streaming (Flink) Role Summary As a Principal Data Engineer (Real-Time Streaming – Flink), you will be chartered with designing, developing, and operating real-time data systems that d…
Skills: Apache Flink, Event-Driven Architecture, Distributed Systems, Java, Scala
Johnston, Rhode Island, United States · On-site
Principal Data Engineer – Graph Data Engineering Neo4j Role Summary As Principal Data Engineer, you will be chartered with developing functional systems to realize key business objectives and goals, with a specialization…
Skills: Neo4j, Graph Data Modeling, Python, Knowledge Graphs, Data Engineering
Pittsburgh, Pennsylvania, United States · Hybrid
As a Fraud Detection Sr. Specialist, you’ll play a pivotal role in our Fraud Detection group, one of our most critical departments at Citizens. Our team is dedicated to protecting our customers, maintaining the highest s…
Skills: Fraud Investigation, Analytical Review, Risk Assessment, Compliance, Verification Procedures
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The Investment Support Analyst assists Wealth Advisors in constructing and maintaining client investment portfolios and managed money solutions. They are responsible for maintaining expert knowledge of investment products and platforms to ensure optimal asset allocation and client success.
Preferred qualifications include FINRA licenses (S6, S7, S63, S65) and broad knowledge of equity and fixed income markets. Candidates should demonstrate a strong interest in portfolio best practices and a desire to improve business processes.
The Investment Support Analyst at Citizens Wealth Management supports Wealth Advisors by assisting in constructing and maintaining client investment portfolios, ensuring expert knowledge of investment products and platforms, and facilitating optimal portfolio construction to drive client success and asset growth, with preferred qualifications including FINRA licenses and a strong interest in markets and portfolio best practices.
Description:
In a goals and planning-based wealth management business, providing clients with best-in-class investment and portfolio solutions is key to client success and AUM growth. The Investment Support Analyst (“ISA”) role at Citizens Wealth Management (“CWM”) is at the crossroads of the construction and delivery of those investment and portfolio solutions.
As a member of the Investment Strategy and Solutions team under the Office of the CIO, the ISA’s primary role, reporting directly to the Investment Support Manager (“ISM”), is to support the Investment Product Specialists (“IPSs”) in their role partnering with Wealth Advisors (“WAs”) with all functions related to the construction of managed money solutions for their client portfolios. The ISA coordinates planning and WA case referrals for existing and prospective clients, as well as supporting the maintenance of existing client investment portfolios. The ISA is responsible for maintaining an expert level of knowledge of CWM’s suite of investment products and strategies and the investment platforms that we utilize to implement these investment solutions for clients.
In CWM’s efforts to attain consistent outcomes in client portfolio performance, the ISA works with the IPS team to ensure optimal portfolio construction and/or asset allocation by WAs looking to operate more independently with their clients. The IPS and ISA team are product-focused specialists providing WA support across sales regions. While the team members are assigned specific WA regions, they will be expected to assist WAs from any region to ensure real-time access to CWM’s investment product and solution resources. The ISM coordinates the referral workflow of the ISAs on the team and works with the ISA team to maintain the delivery times on that workflow.
The salary range for this position is $33.00 - $36.00 per hour. Actual pay is based on various factors including but not limited to the 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 https://jobs.citizensbank.com/benefits
Hours per Week: 40
Work Schedule: M-F
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.
Equal Employment and Opportunity Employer
Job Applicant Data Privacy Policy
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.
Citizens Private Bank provides an extraordinary caliber of service that goes beyond and above — a commitment to redefining excellence and continuously striving for more. Backed by the strength and stability of Citizens, one of the country’s oldest and largest financial institutions, Citizens Private Bank delivers holistic banking and wealth management¹ solutions tailored to our clients’ unique financial ambitions. Our Private Bankers serve as a single point of contact and relentlessly go the extra mile to help clients preserve and grow wealth with bespoke financial solutions and advice. Supported by a team of banking and wealth management experts, our Private Bankers stand ready to anticipate our clients’ needs and to help build their wealth, now and for generations to come. ¹Citizens Wealth Management (in certain instances DBA Citizens Private Wealth) is a division of Citizens Bank, N.A. (“Citizens”). Securities, insurance, brokerage services, and investment advisory services offered by Citizens Securities, Inc. (“CSI”), a registered broker-dealer and SEC registered investment adviser, Member FINRA/SIPC. Investment advisory services may also be offered by Clarfeld Financial Advisors, LLC (“CFA”), an SEC registered investment adviser, or by unaffiliated members of FINRA and SIPC providing brokerage and custody services to CFA clients (see Form ADV for details). Insurance products may also be offered by Estate Preservation Services, LLC (“EPS”), or an unaffiliated party. CSI, CFA and EPS are affiliates of Citizens. Banking products and trust services offered by Citizens. For deposit products, Member FDIC.
Offices: Providence, RI, US
Citizens Private Bank provides an extraordinary caliber of service that goes beyond and above — a commitment to redefining excellence and continuously striving for more. Backed by the strength and stability of Citizens, one of the country’s oldest and largest financial institutions, Citizens Private Bank delivers holistic banking and wealth management¹ solutions tailored to our clients’ unique financial ambitions. Our Private Bankers serve as a single point of contact and relentlessly go the extra mile to help clients preserve and grow wealth with bespoke financial solutions and advice. Supported by a team of banking and wealth management experts, our Private Bankers stand ready to anticipate our clients’ needs and to help build their wealth, now and for generations to come. ¹Citizens Wealth Management (in certain instances DBA Citizens Private Wealth) is a division of Citizens Bank, N.A. (“Citizens”). Securities, insurance, brokerage services, and investment advisory services offered by Citizens Securities, Inc. (“CSI”), a registered broker-dealer and SEC registered investment adviser, Member FINRA/SIPC. Investment advisory services may also be offered by Clarfeld Financial Advisors, LLC (“CFA”), an SEC registered investment adviser, or by unaffiliated members of FINRA and SIPC providing brokerage and custody services to CFA clients (see Form ADV for details). Insurance products may also be offered by Estate Preservation Services, LLC (“EPS”), or an unaffiliated party. CSI, CFA and EPS are affiliates of Citizens. Banking products and trust services offered by Citizens. For deposit products, Member FDIC.
Offices: Providence, RI, US
