Wealth Management - Sr Project Analyst

Wealth - Sr. Project Analyst

The Wealth Sr. Project Analyst serves as a strategic and operational partner to senior leadership, ensuring smooth execution of administrative, business continuity, and operational processes across the organization. This role enhances leader effectiveness by having end-to-end accountability around critical routines, coordination of business operations, support of enterprise initiatives, and oversight of key workflows executed by the administrative team. The Wealth Sr. Project Analyst helps drive organizational efficiency, accuracy, and consistency while enabling the successful execution of both day‑to‑day and long‑term business priorities.

Key Objectives & Responsibilities

• Ownership of executive administrative routines and processes including calendar oversight, travel and expense coordination, approvals, distribution list governance, and other executive support needs for aligned senior leaders.
• Execute and maintain core business continuity responsibilities, such as call tree maintenance/notifications, annual Business Continuity Plan reviews, and branch transformation communications.
• Support core operating rhythms such as strategic initiative tracking and documentation, enabling effective planning and execution of enterprise initiatives aligned with long‑term business goals and organizational priorities.
• Facilitate and execute call agenda management processes and develop/deliver high‑quality presentation materials for core leadership and partner forums, ensuring accuracy, alignment, and readiness amid rapidly evolving business needs.
• Oversee and ensure quality control of key administrative processes, providing guidance to the administrative team and escalating issues as appropriate.
• Drive and support event coordination activities, overseeing field wholesaler event planning, ensuring compliance, maintaining content libraries, and ensuring accurate and timely workflow processing.

Required Skills & Capabilities

• Exceptional attention to detail with strong organizational and time‑management skills.
• Ability to manage multiple priorities simultaneously while meeting deadlines in a fast‑paced environment.
• Operational excellence mindset, with the ability to build, refine, and manage repeatable processes and routines.
• Quality control orientation, ensuring accuracy, compliance, and consistency in deliverables and processes.
• Strong executive communication skills, including the ability to draft, edit, and prepare clear and concise communications and materials.
• Strong collaboration and relationship‑building skills, with the ability to influence without authority and partner across business lines.
• Highly self‑directed professional with a proven ability to independently assess priorities, make informed decisions, and deliver high‑quality results with minimal supervision, consistently taking initiative, anticipating needs, and operating effectively in fast‑moving environments.
• Integrates feedback, performance insights, and outcome analyses to guide decision‑making, refine operational approaches, and ensure continuous advancement of work quality and effectiveness.
• Project coordination and tracking capabilities, with experience organizing timelines, owners, dependencies, and progress updates.
• Comfort working with data, including list management, reporting preparation, and tracking of operational metrics or workflows.
• Technical proficiency, including fluency in Microsoft 365 tools (Outlook, Teams, SharePoint, Excel, PowerPoint), workflow management tools, and enterprise systems.

Pay Transparency 

The salary range for this position is $33.00 - $39.00 per hour, 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 every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensb