Wealth Platforms Neighborhood Lead

Job Description

Citizens Wealth Management offers innovative solutions tailored to high-net-worth individuals, families, and foundations. We are seeking a motivated individual to join our Wealth Delivery team and help build a state-of-the-art platform.

Position Overview: We are looking for a results-driven leader with expertise in Wealth Management to lead our programs. This leader will have a collaborative, customer-centric, digital-first mindset and drive the creation and implementation of innovative products and solutions to enhance the experience of clients, advisors, and stakeholders. This role focuses on optimizing technology innovation and process improvement.

Key Responsibilities:

• Product Vision & Strategy: Understand the vision of the town from the Town Leader and translate the vision into concrete themes and initiatives. Define and communicate the product vision and strategy aligned with business goals to neighborhood. Identify organizational change implications and financial outcomes.
• Leading Experience Owners: Collaborate with Experience Owners (EOs) from cross-functional teams to ensure customer-centric mission integration. Partner with EOs and stakeholders for discovery and analysis of new initiatives. Serve as an escalation point for higher-level vision and requirements questions.
• Market Analysis: Conduct market research to inform product decisions and balance user needs, business objectives, and technical feasibility. Synthesize data and research to drive product development and enable digitization.
• Stakeholder Collaboration: Work with stakeholders to understand their needs and gather feedback. Facilitate solutions across the organization, identifying and prioritizing cross-journey enablers.
• Platform Alignment: Oversee technology and platform alignment of journeys and experiences from multiple pods. Manage platform resources, support, and budgets.
• User Journey Alignment: Align user journeys to a comprehensive customer experience. Carry feature demand and requirements for future release plans, features, and platform upgrades.
• User Stories & Backlog Management: Facilitate release planning, prioritize initiatives and epics, and manage the neighborhood roadmap and product backlog. Ensure alignment with Town Objectives and Key Results to ensure delivery of the most impactful products and services. Collaborate with Experience Owners on documenting key stories and strategic development.
• Problem-Solving: Address issues during projects, document dependencies, and raise initiative or vendor challenges. Collaborate with Town Leader and influence partners to overcome impediments.
• Continuous Improvement: Encourage regular retrospectives and feedback loops. Support Pod ceremonies like daily stand-ups and sprint planning.
• Facilitation: Participate in Town and neighborhood ceremonies and collaborate Town Lead with other leads. Provide direction on UX prototype development, testing, and refinement in an agile environment.
• Process Optimization: Improve processes for better team efficiency and develop pod mobilization plans and refine pod charters.
• Training & Coaching: Train and coach team members, equipping them with the right tools and coaching to succeed.
• Performance Metrics: Track key performance indicators (KPIs) to measure success and ensure deliverables have a substantial impact on outcomes.
• Change Management: Lead efforts to ensure smooth transitions for new initiatives and secure funding, being accountable for the realization of ROI for projects and programs.
• Collaboration: Foster a collaborative and continuous improvement culture through coordination with the Town Leader and other Neighborhood Leads. Partner with other Neighborhood Leads to combine our domain knowledge to make sound business decisions when faced with complex and contradictory alternatives.

Additional Responsibilities:

• Partner with Town Leader and Town Manager to secure funding for projects and programs.
• Facilitate and maintain release planning at the neighborhood level.
• Lead Agile teams and ensure delivery of agreed-upon standards for quality and acceptance criteria.
• Provide direction on UX prototype development, testing, and refinement in an agile environment.
• Facilitate solutions across the organization, identifying and prioritizing cross-journey enablers.
• Develop pod mobilization plans and refine pod charters with associated resourcing needs.
• Conduct analyses related to town operations (e.g., identify dependency, assess impact of vendor change on system rollout schedule, etc.).

Key Skills and Competencies:

• Customer Focus: Engage a diverse customer base and make decisions based on their needs. Show empathy by designing from their point of view.
• Unlock Potential: Set context and clear expectations. Let teams make decisions and help them succeed. Create a positive and high-achieving culture.
• Drive Outcomes: Raise the bar for yourself and others. Push the company to do more and ensure deliverables have a substantial impact on outcomes.
• Innovate: Be agile, flexible, and adaptable. Encourage smart risk-taking and innovative thinking.
• Domain Expertise: Demonstrated expertise in the relevant technical/functional area.

Qualifications:

• Experience: More than ten years of proven experience leading and coaching teams to execute multiple concurrent technology deliverables within Wealth Management. Strong skills in program and product management.
• Skills: Strong understanding of agile development methodologies and excellent communication skills. Proficiency with agile tools like Jira and Confluence.
• Education: Bachelor's degree in a relevant field; Master's preferred.
• Personal Attributes: Adaptability, empathy, and leadership skills to lead and motivate cross-functional teams.
• Wealth Management Platforms: Extensive first-hand experience in delivering innovation with Wealth Management Technology Platforms. Proven history managing multiple large, complex products.
• Analytical Skills: Strong quantitative and qualitative analytical skills.
• Leadership: Ability to lead teams to execute multiple concurrent deliverables.

Design Thinking: Knowledge of design thinking and process reengineering

Hours & Work Schedule

• Hours per Week: 40
• Work Schedule: varies

About Us

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.

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