Private Wealth Management, Transition Operations Specialist

Citizens Bank; San Francisco (CA); Hybrid; Full time

Job summary

Join Citizens Bank as a Private Wealth Management - Transitions Operations Specialist, contributing to the onboarding of newly recruited Wealth Advisory teams. This role involves managing the transition process with speed and precision while ensuring a gold-standard client experience in a collaborative environment. Ideal candidates should possess strong communication skills, a solid understanding of Wealth Management processes, and flexibility to travel when necessary.

Benefits

Comprehensive medical, dental, and vision coverage

Retirement benefits

Education reimbursement

Flexible work arrangements

Qualifications

• Strong understanding of Wealth operational processes.
• Proven ability to work independently in high-pressure environments.
• Capable of effectively collaborating with multiple internal teams.

Responsibilities

• Manage the end-to-end onboarding process for newly acquired clients.
• Collaborate with Transition Manager to define onboarding plans.
• Act as a resource on firm policies and procedures.

Skills

Client service skills

Collaborative skills

Strong communication

Organization skills

Education

FINRA Series 7 and 66

2+ years in Wealth Management/Brokerage Operations

Job description

Description

Citizens Private Wealth is charging forward with bold momentum—accelerating our strategy to elevate Wealth Management, scale Business Banking, grow deposits, and expand into high-potential markets nationwide in partnership with our Private Banking teams.

As part of this dynamic evolution, we’ve strengthened our leadership with a powerhouse at the helm of Citizens Private Wealth Managers—driving a nationwide initiative to attract elite, high-performing WM teams. Together, we’re building something extraordinary.

With over $20 billion in assets under management and advisement, Citizens Private Wealth delivers a comprehensive suite of services, deep expertise, and cutting-edge research—all while maintaining a personalized, client-first approach.

We’re on the lookout for top-tier professionals who are passionate about delivering a gold-standard client experience—those who inspire long-term loyalty and thrive in a high-performance, collaborative environment.

As aPrivate Wealth Management - Transitions Operations Specialist at Citizens Private Wealth, you will be a crucial part in the onboarding of newly recruited Wealth Advisory teams. The individual manages the detailed end to end transition of the new colleagues and their books of business, operating with both speed and attention to detail.The Transitions Operations Specialist understands the overall process, as well as the individual steps, and can problem solve to address unique needs of a particular team. This role provides an opportunity to work in a fast-paced environment, anticipate client needs, and contribute to the success of the team.

Primary responsibilities include

• Collaborate with Transition Manager to define plan to onboard experienced Wealth Manager teams
• Shepherds the end-to-end onboarding process for newly acquired clients (Account Opening & Transfers)
• Works to organize technology, systems, and tools prior to day one onboarding
• Act as a resource on firm policies and procedures
• Maintain/manage organized data on workflow submissions and cases with a high level of confidentiality
• Serve as a liaison for the wealth manager teams and the various business units within the firm
• Respond to daily inquiries and ad hoc requests for clients and ensure timely solutions and deliverables

Qualifications, Education, Certifications and/or Other Professional Credentials

• FINRA Series 7 and 66, strongly preferred or interest in obtaining
• Knowledge of federal (FINRA) and state (Insurance) License requirements, preferred
• Required minimum 2+ years in Wealth Management/Brokerage Operations (such as RIA, onboarding/transitions of assets, trade desk), wealth sales support or middle office experience
• An understanding of Wealth operational processes, policies, and procedures
• Solid organizational skills
• Strong communication and presentation experience
• Excellent client service skills – Professional and Polished
• Ability to effectively collaborate with multiple internal teams/multi-task priorities
• Ability to travel domestically, up to 75%, and for extended periods of time is required (likely to CA, FL, BOS, NY)
• Proven ability to be a self-starter and work independently in a high-pressure environment
• Works well in a fast-paced environment and can proactively recognize and anticipate client needs
• Demonstrate proactive follow-up and follow through on a task from start to finish

Hours & Work Schedule

• Hours per Week: 40
• Overtime eligible
• Work Schedule: Monday - Friday (some weekends to meet deadlines)
• Travel Required during onboarding of new teams
• Work Structure: In-Office/Hybrid Schedule

Work Location

• Open to candidates who reside in the following locations: Johnston, RI (In-Office/Hybrid); New York, NY (In-Office/Hybrid); Boston, MA (In-Office/Hybrid); San Francisco, CA (In-Office/Hybrid); and Los Angeles, CA (Remote)

Pay Transparency

• The salary range for this position is $33.65 - $46.15 per hour with the opportunity to earn an annualized discretionary bonus. Potential to earn a total compensation up to 100k inclusive of overtime. Some travel and weekend work is required. Actual pay is based on various factorsincluding but not limited to the work location, relevant skills and experience.
• We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visithttps://jobs.citizensbank.com/benefits.

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.