Wealth Management Rotational Analyst Program at Citizens Bank

, , United States -

Full Time

Start Date

Immediate

Expiry Date

19 Apr, 26

Salary

80000.0

Posted On

19 Jan, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Analytical Skills, Problem-Solving, Organizational Skills, Microsoft Excel, Microsoft PowerPoint, Communication Skills, Teamwork, Research Skills, Project Management, Data Analytics

Industry

Banking

Description

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.

Responsibilities

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.