Business Support Manager - Private Wealth Management Strategy & Initiatives

The PW Business Support Manager plays a critical role in helping to drive organizational effectiveness, strategic execution, and business enablement across Citizens Private Wealth. This individual serves as a central coordinator, facilitator, and problem solver who helps ensure the business's most important priorities are visible, organized, and progressing appropriately.

This role acts as a key liaison between Private Wealth business leaders, technology partners, and enterprise stakeholders, maintaining a comprehensive view of business needs, strategic initiatives, enhancement requests, and operational priorities. The individual will own and evolve key business execution programs including business intake management, BrightIdeas, onboarding support, roadmap coordination, and project execution for strategic initiatives.

The ideal candidate is highly organized, proactive, relationship-oriented, and capable of navigating complex cross-functional environments while balancing strategic thinking with hands-on execution.

Key Responsibilities

Business Intake Program Management (30%)

• Serve as the centralized owner of the Private Wealth business intake process.
• Maintain a consolidated inventory of business needs, enhancement requests, pain points, technology opportunities, and process improvement initiatives.
• Establish governance, prioritization criteria, intake tracking, and reporting processes.
• Ensure business requests are appropriately routed to the correct enterprise partners and tracked through resolution.

Technology Roadmap & Business Liaison (30%)

• Develop deep knowledge of Private Wealth technology platforms, enterprise initiatives, and strategic technology roadmaps.
• Serve as the primary liaison between Private Wealth business stakeholders and technology partners.
• Help translate business needs into actionable requirements and communicate technology plans back to the business.
• Support prioritization discussions to ensure technology investments aligned with business strategy and advisor needs.

• Maintain regular communication with stakeholders regarding roadmap progress and emerging opportunities.

BrightIdeas Program Management (15%)

• Own the administration and continuous improvement of the Private Wealth BrightIdeas program.
• Partner with business leaders to review submissions, identify themes, and prioritize opportunities.
• Coordinate with enterprise partners and initiative owners to advance approved ideas.
• Monitor progress and provide reporting on submission trends, implementation status, and business impact.

• Drive colleague engagement and promote a culture of continuous improvement and innovation.  

Strategic Project Support (5%)

• Provide project and program management support for initiatives owned by PWLT and the Business Execution team.
• Lead or support cross-functional initiatives, including process improvement, operating model enhancements, and business growth programs.

Leadership Priority Management (10%)

• Help maintain and manage the Private Wealth Leadership Team priority portfolio.
• Coordinate updates across leaders and enterprise partners.
• Monitor progress against strategic objectives and key initiatives.
• Prepare executive summaries, dashboards, and status reports for leadership review.
• Identify potential risks, interdependencies, and execution challenges.

• Support leadership routines, governance forums, and strategic planning activities. 

Onboarding Program Support (10%)

• Support the end-to-end onboarding experience for new advisors, teams, and key hires joining Private Wealth.
• Coordinate activities across Human Resources, Operations, Technology, Compliance, and business leaders.
• Maintain onboarding tools, trackers, processes, and governance.
• Identify opportunities to improve onboarding effectiveness and scalability.

• Assist with major team transitions, acquisitions, or lift-out onboarding initiatives when applicable. 

Qualifications

Required

• Bachelor's degree in Business, Finance, Management, or related field.
• 5+ years of experience in project management, business execution, strategic planning, business operations, consulting, or change management.
• Strong organizational and project management skills.
• Excellent written and verbal communication abilities.
• Ability to manage multiple priorities simultaneously in a fast-paced environment.
• Strong stakeholder management and relationship-building skills.

• Proficiency with Microsoft Office Suite, including PowerPoint, Excel, and Teams.

Preferred

• Experience within Wealth Management, Private Wealth, Financial Services, or Banking.
• Experience partnering with technology teams and managing business requirements.
• Knowledge of project management methodologies and governance frameworks.

• Experience with intake management, portfolio management, or continuous improvement programs.