Senior Executive Assistant, Wealth Management

Description

The Senior Executive Assistant based in NYC, will provide high-level administrative and operational support to the President of Wealth. This individual will manage complex scheduling, executive communications, travel, leadership meeting logistics and stakeholder coordination in support of the executive's commitments. A successful candidate will demonstrate exceptional judgment, discretion, attention to detail and professionalism while helping ensure the smooth execution of executive management routines and enterprise leadership responsibilities. This role requires the ability to anticipate needs, manage competing priorities and operate effectively in a fast-paced, highly visible environment.

The ideal candidate excels in calendar and inbox management, meeting coordination, travel planning and executive support while building strong relationships across a broad network of internal and external stakeholders. The role requires regular interaction with the Office of the CEO, Board Directors, Executive Committee members and their respective teams and executive assistants.

Key Responsibilities

• Manage a highly complex executive calendar, scheduling meetings across multiple time zones and balancing competing priorities across leadership forums, client engagements and Executive Committee commitments.

• Oversee inbox management, organizing correspondence, flagging priority items and helping ensure timely responses and follow-up.

• Coordinate internal and external meetings, conference calls and agendas, document action items and follow-up requirements, and support coordination of next steps as needed.

• Liaise with the Office of the CEO, Executive Committee members, Board Directors and senior leaders, ensuring a highly professional and seamless experience.

• Manage detailed domestic travel arrangements, including itineraries, logistics and expense preparation.

• Accurately track and submit expense reports in a timely manner.

• Serve as a professional point of contact for internal partners, clients, vendors and senior stakeholders.

• Manage scheduling and preparation logistics for 1:1 meetings, leadership reviews, talent discussions and annual performance processes.

• Track follow-up items arising from meetings and discussions, helping ensure commitments are documented, communicated and routed to the appropriate stakeholders.

• Coordinate logistics for leadership meetings, offsites, town halls and other executive forums.

• Handle highly confidential and sensitive information with the utmost discretion and professionalism.

• Support planning and execution of culture-building, employee engagement and community involvement activities, including volunteer events and team recognition programs.

Qualifications

• 10+ years of executive administrative experience, including support of C-suite, Executive Committee or equivalent senior leadership executives within a large, complex organization.

• Demonstrated expertise in managing highly complex calendars, executive schedules and competing priorities.

• Experience supporting executives who regularly engage with Board Directors, Executive Committee members and senior enterprise stakeholders.

• Strong proficiency in Microsoft Office (Outlook, Word, PowerPoint, Excel, Teams); SharePoint experience a plus and adaptable to new tools and systems.

• Excellent written and verbal communication skills.

• Strong organizational, prioritization and time-management abilities.

• Exceptional attention to detail and sensitivity to deadlines.

• Strong judgment, professionalism and executive presence.

• Proven ability to handle confidential information with discretion.

• Ability to build effective working relationships across all levels of an organization.

• Bachelor's degree preferred.

Hours & Work Schedule

• 40 hours per week

• Monday–Friday, 8:00 a.m. – 5:00 p.m., with flexibility to support other time zones

• Office‑based position with occasional work‑from‑home flexibility (4 days in office; 1-day WFH)

Pay Transparency

The range for this position is $48.50 - $63.94 per hour. Actual pay is based on various factors including but not limited to the budget, 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 .

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.