Strong analytical, organizational, and follow-up skills. * Proficiency in MS Office and virtual engagement tools. What We Offer * A collaborative advisory team. * A platform built around CRM and ...
60 Citadel Performance Analyst Jobs Hiring Near You
Strong analytical, organizational, and follow-up skills. * Proficiency in MS Office and virtual engagement tools. What We Offer * A collaborative advisory team. * A platform built around CRM and ...
Be the growth engine behind Citadel Wealth Management's fastest-growing Mass Market client segment ... Strong analytical, organizational, and follow-up skills. * Proficiency in MS Office and virtual ...
Be the growth engine behind Citadel Wealth Management's fastest-growing Mass Market client segment ... Strong analytical, organizational, and follow-up skills. * Proficiency in MS Office and virtual ...
Barber - Citadel Barber Shop Apply now Job no: 496844 Work type: Full Time Temp (more than 28 hours, benefits eligible), Part Time Temp (less than 28 hours) Location: Charleston Categories: Retail ...
Barber - Citadel Barber Shop Apply now Job no: 496844 Work type: Full Time Temp (more than 28 hours, benefits eligible), Part Time Temp (less than 28 hours) Location: Charleston Categories: Retail ...
Collections Analyst - Hybrid
Philadelphia, PA · Hybrid
$18.75 - $25.25/hr
Make decisions regarding enforcement of Citadel's offset policies for delinquent member loans * Make decisions, using collection techniques and financial analysis, that mitigate Citadel's Risk of ...
Collections Analyst - Hybrid
Philadelphia, PA · Hybrid
$18.75 - $25.25/hr
Make decisions regarding enforcement of Citadel's offset policies for delinquent member loans * Make decisions, using collection techniques and financial analysis, that mitigate Citadel's Risk of ...
Collections Analyst - Hybrid
Exton, PA · On-site
$17.75 - $24.25/hr
Make decisions regarding enforcement of Citadel's offset policies for delinquent member loans * Make decisions, using collection techniques and financial analysis, that mitigate Citadel's Risk of ...
Collections Analyst - Hybrid
Exton, PA · On-site
$17.75 - $24.25/hr
Make decisions regarding enforcement of Citadel's offset policies for delinquent member loans * Make decisions, using collection techniques and financial analysis, that mitigate Citadel's Risk of ...
Collections Analyst - Hybrid
Exton, PA · Hybrid
$17.75 - $24.25/hr
Make decisions regarding enforcement of Citadel's offset policies for delinquent member loans * Make decisions, using collection techniques and financial analysis, that mitigate Citadel's Risk of ...
Collections Analyst - Hybrid
Exton, PA · Hybrid
$17.75 - $24.25/hr
Make decisions regarding enforcement of Citadel's offset policies for delinquent member loans * Make decisions, using collection techniques and financial analysis, that mitigate Citadel's Risk of ...
Adjunct Faculty - Citadel's Department of History (pooled position) Apply now Job no: 495919 Work type: Adjunct Faculty Location: Charleston Categories: Humanities Job Responsibilities: The Citadel ...
Adjunct Faculty - Citadel's Department of History (pooled position) Apply now Job no: 495919 Work type: Adjunct Faculty Location: Charleston Categories: Humanities Job Responsibilities: The Citadel ...
Operations Analyst - Intern (US)
$55 - $57.50/hr
At Citadel, Operations is central to how the firm operates and grows. We solve complex challenges ... Own team-specific projects from end-to-end, using data to analyze business needs, develop strategic ...
Operations Analyst - Intern (US)
$55 - $57.50/hr
At Citadel, Operations is central to how the firm operates and grows. We solve complex challenges ... Own team-specific projects from end-to-end, using data to analyze business needs, develop strategic ...
Operations Analyst - Intern (US)
Manhattan, NY · On-site
$2.2K - $2.3K/wk
At Citadel, Operations is central to how the firm operates and grows. We solve complex challenges ... Own team-specific projects from end-to-end, using data to analyze business needs, develop strategic ...
Operations Analyst - Intern (US)
Manhattan, NY · On-site
$2.2K - $2.3K/wk
At Citadel, Operations is central to how the firm operates and grows. We solve complex challenges ... Own team-specific projects from end-to-end, using data to analyze business needs, develop strategic ...
Operations Analyst - Intern (US)
Greenwich, CT · On-site
$2.2K - $2.3K/wk
At Citadel, Operations is central to how the firm operates and grows. We solve complex challenges ... Own team-specific projects from end-to-end, using data to analyze business needs, develop strategic ...
Operations Analyst - Intern (US)
Greenwich, CT · On-site
$2.2K - $2.3K/wk
At Citadel, Operations is central to how the firm operates and grows. We solve complex challenges ... Own team-specific projects from end-to-end, using data to analyze business needs, develop strategic ...
$2.2K - $2.3K/wk
At Citadel, Operations is central to how the firm operates and grows. We solve complex challenges ... Own team-specific projects from end-to-end, using data to analyze business needs, develop strategic ...
$2.2K - $2.3K/wk
At Citadel, Operations is central to how the firm operates and grows. We solve complex challenges ... Own team-specific projects from end-to-end, using data to analyze business needs, develop strategic ...
Business Technical Analyst
Exton, PA · On-site
System analysis and troubleshooting Performance Measurements Performance is based on the Citadel corporate scorecard as well as departmental and individual goals. Work Environment This position will ...
Business Technical Analyst
Exton, PA · On-site
System analysis and troubleshooting Performance Measurements Performance is based on the Citadel corporate scorecard as well as departmental and individual goals. Work Environment This position will ...
Operations Analyst - Intern (US)
$55 - $57.50/hr
At Citadel, Operations is central to how the firm operates and grows. We solve complex challenges ... Own team-specific projects from end-to-end, using data to analyze business needs, develop strategic ...
Operations Analyst - Intern (US)
$55 - $57.50/hr
At Citadel, Operations is central to how the firm operates and grows. We solve complex challenges ... Own team-specific projects from end-to-end, using data to analyze business needs, develop strategic ...
Represent Citadel and find opportunities locally. · Understand client needs : Analyze financial ... Performance Measurements Performance is based on the Citadel corporate scorecard as well as ...
Represent Citadel and find opportunities locally. · Understand client needs : Analyze financial ... Performance Measurements Performance is based on the Citadel corporate scorecard as well as ...
$2.2K - $2.3K/wk
At Citadel, Operations is central to how the firm operates and grows. We solve complex challenges ... Own team-specific projects from end-to-end, using data to analyze business needs, develop strategic ...
$2.2K - $2.3K/wk
At Citadel, Operations is central to how the firm operates and grows. We solve complex challenges ... Own team-specific projects from end-to-end, using data to analyze business needs, develop strategic ...
Adjunct Faculty - Citadel Division of Educational Leadership (pooled position) Apply now Job no: 495972 Work type: Adjunct Faculty Location: Charleston Categories: School of Education Payscale:
Adjunct Faculty - Citadel Division of Educational Leadership (pooled position) Apply now Job no: 495972 Work type: Adjunct Faculty Location: Charleston Categories: School of Education Payscale:
Commercial Relationship Manager
Exton, PA · On-site
Represent Citadel and find opportunities locally. • Understand client needs : Analyze financial ... Performance Measurements Performance is based on the Citadel corporate scorecard as well as ...
Commercial Relationship Manager
Exton, PA · On-site
Represent Citadel and find opportunities locally. • Understand client needs : Analyze financial ... Performance Measurements Performance is based on the Citadel corporate scorecard as well as ...
Adjunct Faculty in Fine Arts - Citadel's Department of English, Fine Arts, and Communications (po...
Adjunct Faculty in Fine Arts - Citadel's Department of English, Fine Arts, and Communications (pooled position) Apply now Job no: 495967 Work type: Adjunct Faculty Location: Charleston Categories:
Adjunct Faculty in Fine Arts - Citadel's Department of English, Fine Arts, and Communications (po...
Adjunct Faculty in Fine Arts - Citadel's Department of English, Fine Arts, and Communications (pooled position) Apply now Job no: 495967 Work type: Adjunct Faculty Location: Charleston Categories:
Adjunct Faculty - Citadel Division of Literacy Education (pooled position) Apply now Job no: 496107 Work type: Adjunct Faculty Location: Charleston Categories: School of Education Payscale:
Adjunct Faculty - Citadel Division of Literacy Education (pooled position) Apply now Job no: 496107 Work type: Adjunct Faculty Location: Charleston Categories: School of Education Payscale:
Member Relationship Advisor 1
Exton, PA · On-site
Proficient knowledge and understanding of contact center technologies and data analysis. * Proven ... Performance Measurements Performance is based on the Citadel corporate scorecard as well as ...
Member Relationship Advisor 1
Exton, PA · On-site
Proficient knowledge and understanding of contact center technologies and data analysis. * Proven ... Performance Measurements Performance is based on the Citadel corporate scorecard as well as ...
Citadel Jobs Information
What is it like to work at Citadel?
Citadel is a global financial institution that values a culture of innovation, collaboration, and intellectual curiosity, fostering a dynamic and fast-paced work environment. The company's teams are organized around specific investment strategies, with a flat organizational structure that encourages open communication and idea-sharing among colleagues. Working at Citadel may appeal to candidates who are drawn to a challenging and stimulating work environment, with opportunities to develop their skills and expertise in a rapidly evolving industry.
What makes Citadel an attractive place to work?
Citadel is a leading global financial institution known for its expertise in investment management, trading, and asset management, with a strong reputation for innovation and risk management. The company's workplace culture values collaboration, innovation, and a fast-paced environment, offering employees opportunities to work on complex projects and develop their skills in a dynamic setting. Joining Citadel provides professionals with a chance to contribute to the company's mission, advance their careers, and gain experience in a rapidly evolving industry.
What other companies are hiring for Performance Analyst jobs?
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Centralized Advisor - Citadel Wealth Management
West Chester, PA • On-site, Remote
Citadel
Full-time
Re-posted 25 days ago
Job description
Job Overview
Be the first call. Be their guide. Be the growth engine behind Citadel Wealth Management’s fastestgrowing Mass Market client segment — all through warm, inbound member engagement with no cold calling.
As a Centralized Wealth Management Advisor, Financial Advisor, you'll provide high-touch support to clients in the Mass Market segment while helping uncover opportunities that deepen relationships and fuel Citadel Wealth Management’s advisor pipeline.
This role blends service excellence with early-career advisory development. You’ll nurture and manage a centralized, pooled book of business, own prioritization and qualification of inbound leads, and educate clients on the financial tools available to them.
Why This Role Matters
Mass Market clients are often at the beginning of their financial journeys. By delivering exceptional service at scale, you will strengthen loyalty, uncover planning opportunities, support the advisory team, create warm handoffs, and help Citadel Wealth Management expand advice delivery.
What You'll Do
Deliver Service that Builds Relationships
- Serve as primary point of contact for Mass Market clients.
- Manage and service a centralized, pooled book of business.
- Handle high-touch support and conduct appointments via phone or virtual channels.
Identify Opportunities through Service
- Review book to identify changes in financial status or needs.
- Surface opportunities for deeper planning and investments.
- Convert inbound leads and nurture centralized leads.
- Execute targeted drip campaigns.
Develop Your Advisory Skillset
- Learn core advisory competencies.
- Gain experience assessing member profiles.
- Participate in ongoing coaching and development.
What Success Looks Like
- Members feel supported and confident.
- Opportunities identified through service grow relationships.
- The centralized book is organized and growing.
- You progress toward readiness for a full advisor role.
Who You Are
- A relationship builder with warmth and professionalism.
- A clear communicator able to simplify complex topics.
- A team player who values shared success.
- A self-starter eager to grow.
- Comfortable in a phone- and digital-first model.
Qualifications
- 2+ year experience in financial services or client service.
- Required: Series 6, 63, PA Health/Life/Variable.
- Preferred: Series 7 and 65/66 (or obtain within 6 months).
- Bachelor’s degree preferred.
- Strong analytical, organizational, and follow-up skills.
- Proficiency in MS Office and virtual engagement tools.
What We Offer
- A collaborative advisory team.
- A platform built around CRM and long-term relationships
- Access to sophisticated investment framework for scaled advice.
- Opportunity to create a book of business through Mass Market engagement.
- Competitive compensation and benefits.