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SalaryDescription
The Transition Ops Associate works directly with Advisor teams that are moving their business to Citizens Private Wealth. The Transition Ops Associate will report into the Transition Manager and together they will work directly with Advisor teams that are moving their business to Citizens Private Wealth. He/She will conduct consultative discovery sessions with individual Advisors and Advisor Teams, to understand the makeup of their book of business, creating mapping strategies for existing advisory assets to our platforms. The Transition Ops Associate should possess experience understanding the unique advisor needs, such as, benefits, pricing, platform tools and technology. This Associate is the subject matter expert (SME) and possess a high level of product knowledge and attention to detail.
Primary responsibilities include
- Work with financial advisors to map assets of their current practice.
- Maintaining current knowledge and understanding of Citizens Private Wealth offerings.
Qualifications, Education, Certifications and/or Other Professional Credentials
- Bachelor’s Degree
- 2-3 years of experience in Advisory Platforms and investment products
- Series 7 and 65 or 66 strongly preferred
- Excellent communication skills - verbal and written
Hours & Work Schedule
- Hours per Week: 40
- Work Schedule: Monday - Friday
Pay Transparency
The salary range for this position is $85-$100k, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and 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 very local and state jurisdiction in the United States. For an overview of our benefits, visit https://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
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
