Private Wealth Management, Transition Operations Specialist

Private Wealth Management - Transitions Operations Specialist

Citizens Private Wealth is charging forward with bold momentumaccelerating 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 Managersdriving 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 researchall 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 experiencethose who inspire long-term loyalty and thrive in a high-performance, collaborative environment.

As a Private 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 factors including 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.