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 https://jobs.citizensbank.com/benefits
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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.