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Citizens Finance Director - Citizens Private Wealth in Johnston, Rhode Island



In this role at Citizens, you’ll experience new things, create new opportunities, think beyond your role and make an impact! As the Finance Director, you will provide valuable financial leadership and direction for the Private Wealth Manager Team within Citizens Bank, playing a key role in it's current expansion and future growth and development. You will function as a trusted advisor to the head of the business line, leading a team that is responsible for the inorganic build of out of the Bank’s Private Wealth Manager business, including partnering with M&A to execute on Wealth Lift-out opportunities. You will also be responsible for the development and implementation of the financial and operational plans to support the organization and driving performance and efficiencies to meet the business line commitments and objectives. Most importantly, while in this role you’ll feel valued for who you are and supported to achieve what’s important to you, personally and professionally!


  • Significant element of this role requires partnering with the business and M&A to build complex financial models and projections that effectively integrate wealth and banking impacts as part of decision criteria to grow the Private Wealth Manager business at Citizens Bank.

  • Provide core finance leadership to direct and oversee all aspects of the Finance functions for the Private Wealth Manager Team.

  • Partner with the Head of the Private Wealth Manager Team to stand up and execute key business/finance routines for this newly established business within Citizens Bank.

  • Proactively guide, challenge, and influence business leadership on developing and delivering their plans, including budgets, forecasts, strategic plans as well as transformative internal and cross franchise projects.

  • Produce materials and lead reviews to ensure key stakeholders within the business and across Finance are aware of performance against plan, proactively identifying opportunities to mitigate risks and capture opportunities.

  • Address uncertain and complex financial and accounting reporting matters in conjunction with the Controller’s team.

  • Direct the monthly financial reporting, analysis, and planning for a sophisticated set of products – Wealth and Banking Products.

  • Design, deliver and support great end-to-end experiences while creating a positive and high-achieving culture.

  • The finance director also plays a major role in the strategic planning and annual budget processes for this business.

  • Manage a small staff of professionals.


  • Banking/Financial Services experience required.

  • Wealth Management experience required and exposure to Private Banking experience desirable.

  • Deep/Robust experience building complex financial models and analytics in the wealth lift-outs space with proficiency in leveraging Microsoft Excel functionalities.

  • 10+ years of total work experience with 5+ years of management experience preferred.

  • Experience managing a team as well as cross-organizational projects required

  • Financial Budgeting, Forecasting and Modeling – Subject Matter Expert of processes, tools and techniques, ability to monitor performance and explore and evaluate alternative financial scenarios and results.

  • Finance, Accounting & Systems – Extensive experience in finance and accounting practices and financial analysis. Monitors compliance with organizational standards for financial report writing.

  • Tactical and Strategic Planning - Creates and implements a strategy for supporting current and future business needs.

  • Strong PC skills including Microsoft Excel, Word, and PowerPoint.

  • Working knowledge of Hyperion Essbase, Oracle Financials, Ariba and Apptio a plus.


  • Bachelors Degree in Finance / Accounting required

  • Masters Degree preferred


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

At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. 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 (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), 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.

Equal Employment and Opportunity Employer

Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.

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.