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Wealth and Asset Management

San Francisco, California; Boston, Massachusetts; Johnston, Rhode Island

","descriptionText","Private Bank, Lending Strategy & Execution Partner Citizens Bank Marketing & Communications Private Bank, Lending Strategy & Execution Partner Wealth and Asset Management San Francisco, California; Boston, Massachusetts; Johnston, Rhode Island","shortDescription","Private Bank, Lending Strategy & Execution Partner

Wealth and Asset Management

San Francisco, California; Boston, Massachusetts; ...","location","San Francisco, California, United States","companyName","Citizens Bank","salaryMin","salaryMax","salaryDescription","https://us.thebigjobsite.com/redirectfeedjob?jobid=D97FD912B60D6AEC1E0EF48FC0D1D67C&source=mediabistroxmlus&utm_source=mediabistroxmlus&jobSiteKey=3A0CB09DCFA7B927C03315AB0C052C98","companyDescription","companyWebsite","displayLogo","https://www.mediabistro.com/public/images/desk-100x50.webp","displayThumbnail","displayHeadline","Work at Citizens Bank","isManualPosted","costPerClick",0.12,"displayUrl","fullUrl","https://www.mediabistro.com/jobs/2577044991-private-bank-lending-strategy-execution-partner","strippedDescription","Private Bank, Lending Strategy & Execution PartnerWealth and Asset ManagementSan Francisco, California; Boston, Massachusetts; Johnston, Rhode Island","parsedLocation",{"_467":468,"_469":470,"_471":472,"_473":194,"_474":194,"_475":194},"city","San Francisco","state","California","country","United States","street1","street2","postal_code","displayPublishedAt","18 hours ago","shortTitle","shortLocation","level","searchCompanyPath","/jobs?keyword=Citizens+Bank","searchLocationPath","/jobs?location=San+Francisco%2C+California%2C+United+States","searchTitlePath","/jobs?keyword=Private+Bank%2C+Lending+Strategy+%26+Execution+Partner","featuredCompany",{"_425":489,"_15":374,"_490":428,"_74":-5,"_491":492,"_243":493,"_442":494,"_495":-5,"_496":497,"_498":-5,"_499":500,"_501":502,"_503":504,"_452":505,"_460":506,"_454":507},1072,"agency","slug","hearst-television","

Every career with Hearst Television is like a story. How it develops, where it takes you, the milestones you reach along the way – you’ve got a lot to look forward to as your unique career story unfolds. Hearst Television, a subsidiary of Hearst, owns and operates local television and radio stations serving nearly three dozen U.S. cities, reaching 24 million U.S. television households. Through its partnership with nearly all major networks, Hearst Television distributes national content across more than 120 video channels, including programming from ABC, NBC, CBS, CW, MY Net, MeTV, This TV, Estrella, and more. Hearst Television is recognized as one of the industry's premier companies. It has been honored with numerous awards for distinguished journalism and industry innovation, including the Walter Cronkite Award for political journalism, the national Edward R. Murrow Award, the DuPont-Columbia Award, and the George Foster Peabody Award.

","New York, NY","coloredLogo","logoAttachment","Hearst.png","thumbnail","thumbnailAttachment","Hearst_TV_Careers.png","hexCode","#2D75B9","headline","National multimedia company reaching 24 million households","https://production-rails-default.s3.amazonaws.com/uploads/company/logo_attachment/1072/Hearst.png","/companies/hearst-television","https://production-rails-default.s3.amazonaws.com/uploads/company/thumbnail_attachment/1072/Hearst_TV_Careers.png","hasJobSubmission","isSavedJob","similarJobs",[512,524,538,548,557],{"_429":428,"_433":513,"_452":453,"_444":445,"_243":514,"_440":515,"_427":428,"_111":516,"_431":194,"_432":194,"_454":453,"_442":517,"_425":518,"_455":456,"_430":118,"_476":519,"_460":520,"_478":521,"_479":517,"_481":482,"_483":522,"_485":523},["D",1771188360000],"A regional financial institution is seeking a Vice President – Public Affairs Market Manager to lead community partnership strategies in Rhode Island and Connecticut. The ideal candidate should have extensive experience in charitable giving and grant management, a strong capability to analyze data for strategic decisions, and excellent interpersonal skills to manage relationships with community partners. This role involves significant portfolio management, event execution, and representation of the bank in community events, with a commitment to social impact and corporate responsibility.\n#J-18808-Ljbffr","A regional financial institution is seeking a Vice President – Public Affairs Market Manager to lead community partnership strategies in Rhode Isla...","Citizens Bank is hiring: Strategic Community Partnerships Manager in Johnston","Johnston, RI, US, 02919",["B","1972902862"],"8 hours ago","/jobs/1972902862-citizens-bank-is-hiring-strategic-community-partnerships-manager-in-johnston","Citizens Bank is hiring: Strategic Community Partnerships Manager...","/jobs?location=Johnston%2C+RI%2C+US%2C+02919","/jobs?keyword=Citizens+Bank+is+hiring%3A+Strategic+Community+Partnerships+Manager...",{"_429":428,"_433":525,"_452":453,"_444":526,"_243":527,"_440":528,"_427":428,"_111":529,"_431":194,"_432":194,"_454":453,"_442":530,"_425":531,"_455":532,"_430":118,"_476":533,"_460":534,"_478":529,"_479":530,"_481":535,"_483":536,"_485":537},["D",1771095600000],"Citizens","Description

Private Bank Lending Specialist BB

The Private Bank Lending Specialist BB delivers exceptional service and support to Relationship Managers and their high-net-worth clients, ensuring a seamless lending experience from application through closing. This role operates with a strong focus on operational execution, loan processing, financial analysis, and meticulous quality control.

Primary Responsibilities

Partner closely with the Relationship Manager and the client to identify lending needs and propose appropriate credit solutions.

Conduct thorough analysis of client financials to determine loan eligibility and support underwriting recommendations.

Serve as the primary point of contact for all internal and external parties throughout the lending transaction once transitioned from the RM, while ensuring the RM remains fully informed.

Manage the end-to-end loan lifecycle-including presenting to Credit Officers, locking and submitting loans, gathering conditions, coordinating closings, and handling post-closing requests.

Monitor and manage the loan pipeline to ensure workflow efficiency, timely documentation, and on-schedule closings.

Maintain expertise in Private Bank credit policies, lending origination systems, and regulatory requirements related to Private Bank business lending, commercial real estate, and multi-family lending.

Uphold rigorous quality control standards by verifying accuracy and completeness of financial and loan documentation.

Qualifications, Education & Certifications

5+ years of commercial credit analysis experience across a variety of industries including professional services (i.e. law firms, medical practices), non-profit organizations, as well as private equity/venture capital (capital call lending, management company credit facilities). Experience with owner-occupied commercial real estate transactions is a plus.

Multi-family and commercial real estate underwriting experience.

BA/BS Degree required with concentration in business, finance and/or accounting preferred.

Strong decision-making, interpersonal and communication skills; including the ability to clearly understand complex concepts.

Excellent organizational and time-management skills, and attention to detail.

Self-motivated and self-disciplined, with the ability to work effectively with little supervision.

Advanced familiarity with Word, Excel, and PowerPoint.

Preferred Skills

Experience with high-touch private banking or wealth-management lending environments.

Proficiency with loan origination systems.

Working knowledge of secondary market guidelines and real estate valuation principles.

Ability to interpret complex tax returns and global cash flow analyses.

Strong relationship-building skills with a client-centric, service-oriented mindset.

Demonstrated ability to manage multiple transactions simultaneously in a fast-paced environment.

Advanced Excel skills for financial modeling and scenario analysis.

Experience with Moody's CreditLens and with AFS is a plus.

Hours & Work Schedule

Hours per Week: 40

Schedule: Monday-Friday

Pay Transparency

The salary range for this position is $110,000 - $115,000 per year, 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.citizensbank.com/benefits.

#LI-Citizens6

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.

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

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.\n","Description

Private Bank Lending Specialist BB

The Private Bank Lending Specialist BB delivers exceptional service and support to...","PB Lending Specialist BB","San Francisco, California, United States, 94199",["B","2569213084"],"Work at Citizens","1 days ago","/jobs/2569213084-pb-lending-specialist-bb","/jobs?keyword=Citizens","/jobs?location=San+Francisco%2C+California%2C+United+States%2C+94199","/jobs?keyword=PB+Lending+Specialist+BB",{"_429":428,"_433":539,"_452":453,"_444":526,"_243":540,"_440":541,"_427":428,"_111":542,"_431":194,"_432":194,"_454":453,"_442":468,"_425":543,"_455":532,"_430":118,"_476":544,"_460":545,"_478":542,"_479":468,"_481":535,"_483":546,"_485":547},["D",1770977460000],"A major financial institution is seeking an Assistant General Counsel to support its Private Banking business in San Francisco. The ideal candidate will have a JD, strong academic credentials, and at least 10 years of law firm or in-house experience. Responsibilities include advising on lending products, coordinating with operations, and ensuring compliance with banking regulations. Competitive salary range of $173,000 - $250,000 annually plus bonuses. A supportive, collaborative culture is prioritized.
#J-18808-Ljbffr","A major financial institution is seeking an Assistant General Counsel to support its Private Banking business in San Francisco. The ideal candidate...","Private Bank Counsel: Lending & Strategy Advisor",["B","2559331447"],"2 days ago","/jobs/2559331447-private-bank-counsel-lending-strategy-advisor","/jobs?location=San+Francisco","/jobs?keyword=Private+Bank+Counsel%3A+Lending+%26+Strategy+Advisor",{"_429":428,"_433":549,"_452":453,"_444":526,"_243":550,"_440":551,"_427":428,"_111":552,"_431":194,"_432":194,"_454":453,"_442":468,"_425":553,"_455":532,"_430":121,"_476":554,"_460":555,"_478":552,"_479":468,"_481":535,"_483":546,"_485":556},["D",1771145494000],"

As a Senior/Lead Business Analyst – Lending Strategy & Execution within our Private Bank, you’ll be a catalyst for operational excellence. You’ll lead initiatives that streamline processes, enhance client experience, and drive scalable solutions across our consumer and business lending products. This role is ideal for a systems thinker with a sharp eye for inefficiencies, a passion for solving complex operational challenges, and the ability to translate strategy into execution. You’ll work closely with leadership and cross-functional teams to design, document, and implement process improvements that elevate our lending platform.

Primary Responsibilities

Lead end-to-end process improvement initiatives across lending operations, from discovery to implementation.
Map current-state workflows, identify inefficiencies, and design future-state processes that improve speed, accuracy, and client experience.
Collaborate with Product, Credit, Operations, and Sales to ensure alignment and seamless execution of strategic initiatives.
Develop clear documentation, including business requirements, process flows, and implementation plans.
Facilitate working sessions, gather stakeholder input, and drive consensus on process changes.
Monitor performance metrics and feedback loops to ensure continuous improvement and operational excellence.
Support sprint-based execution cycles by coordinating tasks, tracking milestones, and ensuring timely delivery.

Qualifications

Required Qualifications

5+ years of experience in business analysis, process improvement, lending operations, or financial services—preferably in high-growth or regulated environments.
Proven ability to lead cross-functional initiatives, influence without authority, and drive execution through data and logic.
Proven expertise in process mapping, root cause analysis, and operational design.
Strong communication and facilitation skills, with the ability to lead cross-functional discussions and drive alignment.
Relentless attention to detail and a proactive approach to problem-solving.

Preferred Qualifications

Familiarity with residential lending (mortgage/HELOC). Knowledge in CRE/MF/C&I lending is a plus.

Hours & Work Schedule

Hours per Week: 40
Work Schedule: M-F

Pay Transparency

The salary range for this position is $85,000 - $125,000 per year, 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

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.

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.

Posting End Date: 01/30/2026

#J-18808-Ljbffr","

As a Senior/Lead Business Analyst – Lending Strategy & Execution within our Private Bank, you’ll be a catalyst for operational excell...","Senior/Lead Business Analyst – Lending Strategy & Execution",["B","2576012097"],"19 hours ago","/jobs/2576012097-senior-lead-business-analyst-lending-strategy-execution","/jobs?keyword=Senior%2FLead+Business+Analyst+%E2%80%93+Lending+Strategy+%26+Execution",{"_429":428,"_433":558,"_452":453,"_444":526,"_243":559,"_440":560,"_427":428,"_111":561,"_431":194,"_432":194,"_454":453,"_442":562,"_425":563,"_455":532,"_430":118,"_476":564,"_460":565,"_478":561,"_479":562,"_481":535,"_483":566,"_485":567},["D",1771174800000],"Description

Citizens is seeking a passionate and strategic Experiential Marketing Partner to join our Enterprise Sponsorships & Experiential Marketing Team. This role will focus on delivering high-impact, emotionally resonant experiences that deepen relationships with Citizens Private Bank and Private Wealth clients in California. From bespoke activations and thought leadership events to executive panels, conferences and webinars, you’ll lead the development and execution of experiences that engage customers, prospects, colleagues, and senior leaders—bringing our brand to life in meaningful and memorable ways.\nKey Responsibilities

Lead and Execute Experiences: Strategize, coordinate, and deliver events that foster emotional connection, drive engagement, and support business growth with a digital-first mindset to elevate brand experiences. Oversee simultaneous experiences while adapting to dynamic environments and tight deadlines.\nStakeholder Collaboration & Communication: Partner with regional leaders, marketing teams, and line-of-business executives to align experiential plans with strategic goals. Work closely with local teams to manage invitation lists and drive attendance; collaborate with internal teams (Growth Strategy, Social/Content, Communications) to ensure event success. Present plans and updates to senior stakeholders with clarity and confidence.\nVendor & Venue Management: Work closely with Marketing Event Operations when sourcing and onboarding vendors, speakers, and venues; manage contracts, review BEOs, risk assessments, and payments through internal systems.\nEnd-to-End Event Execution: Manage event and conference execution including invitation strategy, RSVP tracking, vendor coordination, budget management, contract negotiation, run-of-show development, onsite management and post-event analysis.\nBrand Alignment: Ensure all experiences are consistent with Citizens brand standards and marketing guidelines.\nPerformance Measurement & Reporting: Develop post-event assessments and report key metrics to measure impact and inform future strategy. Collaborate with Marketing Event Operations to ensure performance data is captured in scorecards for socialization.\nTrend Monitoring: Stay ahead of industry and competitive trends in financial services and experiential marketing.\nSkills & Attributes

Strategic thinker with a creative approach to problem-solving.\nExceptional written and verbal communication skills.\nProfessional presence and business acumen.\nHighly organized with the ability to manage multiple projects simultaneously.\nEnergetic, confident, and creative with a forward-thinking mindset.\nSelf-motivated team player who thrives under pressure.\nProficient in Microsoft Office (Word, PowerPoint, Excel, Outlook).\nQualifications

7–10 years of experience in event planning; financial services experience strongly preferred\nDeep understanding of the banking industry, private banking and/or luxury brands and customer engagement strategies.\nExperience with sponsorships and partnerships is a plus.\nExperience and knowledge of private equity industry is a plus.\nPassion for marketing and brand storytelling.\nComfortable working in fast-paced environments with tight deadlines.\nWillingness to travel (~40%) and work non-traditional hours as needed.\nHours & Work Schedule

Hours per Week: 40 Hours\nWork Schedule: Monday through Friday in office 4 days 1 day from home.\nLocation: San Francisco, San Diego, Los Angeles, CA\n#LI-Citizens2\nAdditional Information

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.\nEqual Employment Opportunity\nCitizens, 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, 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.\nWhy Work for Us\nAt 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\nBackground Check\nAny offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

#J-18808-Ljbffr\n","Description

Citizens is seeking a passionate and strategic Experiential Marketing Partner to join our Enterprise Sponsorships & Experienti...","Experiential Marketing Partner for Private Bank West Region","Los Angeles, California, United States, 90079",["B","2583222829"],"11 hours ago","/jobs/2583222829-experiential-marketing-partner-for-private-bank-west-region","/jobs?location=Los+Angeles%2C+California%2C+United+States%2C+90079","/jobs?keyword=Experiential+Marketing+Partner+for+Private+Bank+West+Region","actionData","errors"]