About this role
Wealth Management Rotational Analyst Program 2026
Location: Westwood, MA, Johnston, RI & Tarrytown, NY
Job Description & Program Overview
Citizens Wealth Management is committed to developing the next generation of leaders in Wealth Management. The Citizens Wealth Rotational Analyst Program offers a unique opportunity to gain comprehensive exposure to the Wealth business through structured rotations across key home office functions over the course of two years. Individuals will have opportunities to work across:
Office of the COO: Responsible for partnering across the business to execute priorities, improve processes, and drive our client experience focus. The team executes their mandate by continuously streamlining operations, managing risk and compliance, project managing strategic change initiatives and tracking performance through data-driven insights.
Office of the CIO: Constructs and executes the division’s investment content and strategy through market and product research, develops investment solutions, and manages portfolios with a focus on prudent risk management. The team partners with advisors and clients to provide insights, customized solutions, and thought leadership, leveraging expertise in asset allocation and macroeconomic analysis to deliver resilient, forward-looking strategies.
Family Office Solution & Advanced Planning: Drives comprehensive wealth planning and customized solutions for ultra-high-net-worth clients, including estate planning, trust administration, tax strategies, philanthropy, and succession planning. The team designs tailored financial plans, helps clients navigate advanced wealth structures, retirement planning, succession planning, and providing proactive guidance on regulatory changes and market trends.
Business Management & Key Partners: Provides exposure to critical functions that enable and enhance Wealth Management’s success across the broader organization. This rotation offers participants the opportunity to understand how specialized teams partner with wealth to deliver strategic priorities and exceptional client outcomes. For example, this could be time spent in marketing, risk, or strategy. It is designed to broaden participants’ perspectives on how enterprise-level functions contribute to Wealth Management’s growth and resilience.
This program is designed to provide an end-to-end understanding of Wealth Management, equipping participants with the skills and insights needed for long-term success.
Key Responsibilities
Collaborate on strategic initiatives to enhance client and colleague experiences
Conduct research and analysis on market trends, competitive positioning, and business performance
Support product development and investment solutions for Financial Advisors and clients
Assist in project management for critical initiatives across Wealth functions
Prepare high-quality presentations and reports for wealth leadership
Leverage data analytics to inform decision-making and improve operational efficiency
Engage in cross-functional partnerships to drive innovation and deliver integrated solutions
Training & Development
The program kicks off with a one-week orientation and training offering a deep dive into Citizens and our strategic priorities, followed by comprehensive onboarding and training in Wealth Management and banking fundamentals. Analysts will participate in professional development workshops focused on leadership, and communication, and gain access to networking opportunities with senior leaders and peers across the organization. Following orientation, analysts will join their teams and stay connected with colleagues across the bank through ongoing training and professional development. Throughout the two-year program analysts are expected to prepare for and pass the SIE exam by the end of Year 1, and the Series 7 and 66 by the conclusion of program. Once analysts enter their second year, they will have the opportunity to participate in a capstone group/individual project.
Qualifications
Successfully complete a video interview assessment within 4 days of receiving the link. If not completed within the timeframe, your application will be automatically withdrawn from consideration.
Preferred graduation date of May 2025 -May 2026.
Minimum GPA 3.2; Preferred GPA 3.4+
Demonstrated interest in Wealth Management and financial services
Exceptional analytical, problem-solving, and organizational skills
Proficiency in Microsoft Excel and PowerPoint
Strong written and verbal communication skills
Ability to manage multiple priorities and work effectively in a team environment
Citizens is unable to consider candidates that will require visa sponsorship now, or in the future, for this specific role.
Pay Transparency
The position offers $80,000.00/per year.
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.
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
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.
Other facts
About Citizens
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.
What you'll do
- Analysts will collaborate on strategic initiatives to enhance client and colleague experiences while conducting research and analysis on market trends. They will also support product development and assist in project management for critical initiatives across Wealth functions.
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