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Strategic Wealth Reporting Lead & Data Coach

Citizens Bank, Charlotte, NC, United States


Citizens Bank is seeking an Analysis & Reporting Lead in Charlotte, North Carolina. This role supports the Wealth and Asset Management business through advanced operational and reporting leadership. The ideal candidate should have a strong background in Wealth Management operations, at least three years of experience, and exceptional analytical skills. Responsibilities include coaching junior associates, leading data reporting initiatives, and ensuring accurate, timely reporting. Currently, applicants must be authorized to work in the U.S. without sponsorship.
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