Analysis & Reporting Manager (Charlotte, NC)
Citizens Bank, Charlotte, NC, United States
Description
The Analysis & Reporting Manager will be responsible for managing activities relating to the Wealth Management function within the Operations Department and you will manage a team of Analysis & Reporting Operations Specialists. The Analysis & Reporting Manager is responsible for the direct daily supervision, coaching, and development of the colleagues in their department, serving as a subject‑matter expert in Wealth Management Operations and a primary escalation point for complex operational, system, and client‑related issues.
Job requirements
Manage the risks associated with client reporting in a bank environment. The Analysis & Reporting Manager is expected to be a subject matter expert in all matters pertaining to Wealth Management Operations and will be responsible for providing guidance on escalated items. They must have the ability to resolve issues/escalations in a timely manner, with the ability to communicate resolutions effectively. The manager oversees daily operational workflows using independent judgment and discretion, ensuring regulatory, risk, and supervisory requirements are met through quality control reviews, audits, and adherence to established policies and procedures.
This role oversees quality control reviews of transactions and exceptions to ensure service standards consistently met, policies and procedures followed, and all risk management and regulatory supervision requirements fulfilled. The manager leads, directs, and coordinates the day‑to‑day activities of the Wealth Management operations team, exercising independent judgment and discretion in decision‑making. Accountability for team productivity and operational effectiveness is a core component of the role, including implementing strategy and ensuring colleagues and processes operate as efficiently as possible. In addition, the manager designs, implements, and maintains a formal coaching and development program to support colleague growth, performance, and succession readiness.
Other Key Responsibilities Will Include
Coaching and development of colleagues
Monitoring to ensure service levels are met
Willingness to embrace continuous improvement within the team
Develop procedures and training plans as new initiatives are implemented
Monitor daily workflows and make necessary adjustments to staffing
Provide exceptional customer service
Work directly with other Wealth Ops leaders in support of decision making regarding all operational improvements or required procedure changes
Required Qualifications
Completed high school diploma or GED equivalent
Minimum of 5+ years of experience in Wealth Management or Brokerage Operations, including demonstrated responsibility for complex operational workflows and risk management
Minimum of 2+ years of experience in a team lead, supervisory, or managerial role within Wealth Management operations, with direct accountability for colleague performance, coaching, and development
Strong expertise in Wealth Management operations processes and systems, including brokerage platforms- Tamarac and Black Diamond and escalation level troubleshooting
Proven ability to manage operational, regulatory, and client reporting risk within a bank environment, including oversight of quality control reviews and adherence to policies and procedures
Demonstrated ability to resolve complex operational, system, or client related issues using sound judgment and discretion, while clearly communicating outcomes to stakeholders
Experience overseeing daily workflows, setting priorities, and making staffing or process adjustments to meet service level expectations
Strong ability to manage multiple concurrent initiatives and competing priorities based on risk exposure, client impact, and business needs
Proven collaboration skills and ability to partner effectively with Wealth Management operations leaders and cross functional stakeholders
Proficiency with personal computer applications, including the Microsoft Office Suite
Excellent written and verbal communication skills, including the ability to deliver clear guidance, feedback, and escalation communications
Demonstrated flexibility to manage both planned initiatives and spontaneous operational issues as they arise
Preferred Qualifications
Completed associate or bachelor’s degree
Direct experience managing a team of analysis and reporting, brokerage operations, or wealth operations specialists
Experience serving as a primary escalation point for regulatory, audit, or client reporting related issues
Demonstrated success designing or implementing formal coaching, development, or succession planning programs
Experience developing or enhancing operational procedures, workflows, or training materials to support new initiatives
Strong track record of driving continuous improvement, operational efficiency, or control enhancements within Wealth Management operations
Experience partnering with senior operations leadership on strategic decisions related to process changes, staffing models, or operational risk mitigation
Demonstrated past job stability
Hours & Work Schedule
Hours per Week: 40
Work Schedule: M-F
This role is not eligible for new employer‑sponsored or current H‑1 B visa holders. Applicants, including current OPT, L and other visa holders, must be authorized to work in the U.S. without the need for new employer sponsorship for themselves or their spouses now and in the future.
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.
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The Analysis & Reporting Manager will be responsible for managing activities relating to the Wealth Management function within the Operations Department and you will manage a team of Analysis & Reporting Operations Specialists. The Analysis & Reporting Manager is responsible for the direct daily supervision, coaching, and development of the colleagues in their department, serving as a subject‑matter expert in Wealth Management Operations and a primary escalation point for complex operational, system, and client‑related issues.
Job requirements
Manage the risks associated with client reporting in a bank environment. The Analysis & Reporting Manager is expected to be a subject matter expert in all matters pertaining to Wealth Management Operations and will be responsible for providing guidance on escalated items. They must have the ability to resolve issues/escalations in a timely manner, with the ability to communicate resolutions effectively. The manager oversees daily operational workflows using independent judgment and discretion, ensuring regulatory, risk, and supervisory requirements are met through quality control reviews, audits, and adherence to established policies and procedures.
This role oversees quality control reviews of transactions and exceptions to ensure service standards consistently met, policies and procedures followed, and all risk management and regulatory supervision requirements fulfilled. The manager leads, directs, and coordinates the day‑to‑day activities of the Wealth Management operations team, exercising independent judgment and discretion in decision‑making. Accountability for team productivity and operational effectiveness is a core component of the role, including implementing strategy and ensuring colleagues and processes operate as efficiently as possible. In addition, the manager designs, implements, and maintains a formal coaching and development program to support colleague growth, performance, and succession readiness.
Other Key Responsibilities Will Include
Coaching and development of colleagues
Monitoring to ensure service levels are met
Willingness to embrace continuous improvement within the team
Develop procedures and training plans as new initiatives are implemented
Monitor daily workflows and make necessary adjustments to staffing
Provide exceptional customer service
Work directly with other Wealth Ops leaders in support of decision making regarding all operational improvements or required procedure changes
Required Qualifications
Completed high school diploma or GED equivalent
Minimum of 5+ years of experience in Wealth Management or Brokerage Operations, including demonstrated responsibility for complex operational workflows and risk management
Minimum of 2+ years of experience in a team lead, supervisory, or managerial role within Wealth Management operations, with direct accountability for colleague performance, coaching, and development
Strong expertise in Wealth Management operations processes and systems, including brokerage platforms- Tamarac and Black Diamond and escalation level troubleshooting
Proven ability to manage operational, regulatory, and client reporting risk within a bank environment, including oversight of quality control reviews and adherence to policies and procedures
Demonstrated ability to resolve complex operational, system, or client related issues using sound judgment and discretion, while clearly communicating outcomes to stakeholders
Experience overseeing daily workflows, setting priorities, and making staffing or process adjustments to meet service level expectations
Strong ability to manage multiple concurrent initiatives and competing priorities based on risk exposure, client impact, and business needs
Proven collaboration skills and ability to partner effectively with Wealth Management operations leaders and cross functional stakeholders
Proficiency with personal computer applications, including the Microsoft Office Suite
Excellent written and verbal communication skills, including the ability to deliver clear guidance, feedback, and escalation communications
Demonstrated flexibility to manage both planned initiatives and spontaneous operational issues as they arise
Preferred Qualifications
Completed associate or bachelor’s degree
Direct experience managing a team of analysis and reporting, brokerage operations, or wealth operations specialists
Experience serving as a primary escalation point for regulatory, audit, or client reporting related issues
Demonstrated success designing or implementing formal coaching, development, or succession planning programs
Experience developing or enhancing operational procedures, workflows, or training materials to support new initiatives
Strong track record of driving continuous improvement, operational efficiency, or control enhancements within Wealth Management operations
Experience partnering with senior operations leadership on strategic decisions related to process changes, staffing models, or operational risk mitigation
Demonstrated past job stability
Hours & Work Schedule
Hours per Week: 40
Work Schedule: M-F
This role is not eligible for new employer‑sponsored or current H‑1 B visa holders. Applicants, including current OPT, L and other visa holders, must be authorized to work in the U.S. without the need for new employer sponsorship for themselves or their spouses now and in the future.
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.
#J-18808-Ljbffr