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Description

Position Summary

Responsible for supporting Wealth Management business lines by collaborating with business partners, third-party vendors, and internal technology teams to deliver technology initiatives. This role ensures high-quality service to internal clients, resolves operational issues, and drives process improvements within Wealth Infrastructure technology operations.

Key Responsibilities

+ Collaborate with stakeholders, including external vendors and internal teams, to coordinate the implementation of technology solutions and manage the application lifecycle.

+ Provide exceptional service to internal clients by identifying issues, researching solutions, onboarding new technologies, and offering guidance.

+ Independently interpret and resolve matters related to Wealth Infrastructure technology operations.

+ Execute assigned tasks and self-initiated deliverables with minimal supervision.

+ Assess current processes, design, and implement improvements; develop standard operating procedures to align with evolving business needs.

+ Communicate effectively, both verbally and in writing, with peers, partners, and internal clients.

+ Precisely record/document initiatives for evaluation by principal technology stakeholders

+ Support team members and act as a resource for others.

+ Serve as a subject matter expert on Wealth-owned applications and lifecycle management.

+ Coordinate with stakeholders to achieve optimal outcomes in technology operations.

+ Contribute to risk management efforts, focusing on operational, compliance, strategic, and reputational risks.

+ Lead ad hoc initiatives as directed by senior management.

Qualifications

Required:

+ Minimum 5 years of relevant experience in a similar role or industry.

+ Proven expertise in client service, operations, business delivery, and risk management.

+ Strong attention to detail and thorough execution of deliverables.

+ Ability to work independently with minimal supervision.

+ Experience with agile methodologies and continuous improvement, especially technology management.

+ Proficiency in Office 365.

+ Experience and knowledge of Single Sign-On (SSO) implementation

+ Effective collaboration skills across teams and organizational boundaries.

+ Strong problem-solving abilities for complex issues.

+ Excellent planning and prioritization skills to meet deadlines.

+ Comfortable operating in ambiguous or uncertain environments.

Preferred:

+ Analytical mindset with the ability to identify trends and make recommendations.

+ Motivation for continuous improvement, especially using agile approaches.

+ Ability to build and maintain professional relationships.

+ Initiative to acquire knowledge independently and represent the team confidently.

+ Proficient in SharePoint, Service Now (SNOW), and Atlassian Jira.

Education:

+ Bachelor’s degree in a related field or equivalent education/experience required.

Work Authorization:

This role is not eligible for new employer ‑ sponsored or current H-1 B visa holders. Applicants, including current OPT, L and other visa holders, must be authorized to work in the U.S. without the need for new employer sponsorship for themselves or their spouses now and in the future.

Hours & Work Schedule

+ Hours per Week: 40

+ Work Schedule: M-F

#LI-CITIZENS6

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

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.

Why Work for Us

At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth

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.

12/31/2025