Citizens Bank Senior Strategy Manager in Medford, Massachusetts


Work with Chief Investment Officer to develop comprehensive investment strategies for Citizens Private Bank investment clients.

Provide research and analysis used to develop investment strategies in all areas including benchmarking, asset allocation, equity security analysis, fixed income security analysis, 3rd party solution screening and selection, etc.

Maintain and oversee implementation of portfolio models for asset allocation, mutual funds and ETF's, domestic equities, fixed income securities, and other models developed over time.

Work with Portfolio Managers and Traders to develop implementation procedures optimizing utilization of investment strategies in client portfolios.

Assist Chief Investment Officer with strategy communications to investment team, internal management, COI's, etc.


Experience with analytic systems and tools used to develop investment analysis and strategies. Includes MS Office suite, Bloomberg, Morningstar Direct, FI 360, Ibbotson, Custom analytic and screening tools, etc.

Ability to expand and enhance development and utilization of various tools to improve/enhance investment process.

Written and verbal communication skills

Hours & Work Schedule

Hours per Week: 40

Work Schedule: Monday-Friday

Why Work with 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.

Equal Employment Opportunity

It is the policy of Citizens Bank and Citizens Securities, Inc. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.

Equal Opportunity & Affirmative Action Employer Disabled/Veteran

Citizens Bank is a brand name of Citizens Bank, N.A. and each of its respective subsidiaries, and Citizens Bank of Pennsylvania.