7+ years of marketing experience in HNW/UHNW financial services
Proven ability to balance strategy and execution
Exceptional relationship-building skills with senior bankers and executives
Strong bias toward action and adaptability
Integrated marketing expertise across various channels
Experience in wealth management or private banking preferred
Demonstrated ability to manage local sponsorship strategies and executive relationships
Willingness to travel extensively throughout Southern California
Responsibilities
Serve as the dedicated marketing partner to key stakeholders across Southern California
Build and execute market-specific go-to-market plans tied to business goals
Translate national brand strategy into local market programming and events
Operationalize the OneCitizens vision for a seamless client experience
Lead local execution of new Private Bank openings and lift-out integrations
Develop a local sponsorship strategy to enhance brand awareness
Operate in both strategic discussions and execution logistics
Benefits
Comprehensive medical, dental, and vision coverage
Retirement benefits
Maternity/paternity leave
Flexible work arrangements
Education reimbursement
Wellness programs
Paid time off policy exceeding local and state mandates
Full Job Description
Job Description
This is the first official Private Bank and Private Wealth field marketing role for Southern California and a blueprint for how we'll scale marketing across our next wave of high-growth markets. The person in this seat will help us deliver on our 2026+ vision: Expanding Markets. Expanding Influence.
You'll be the marketing engine on the ground, translating national PB/PW strategy into local market reality, activating the full integrated power of Private Bank and Private Wealth, and helping cement Citizens as the premier private banking and wealth brand on the West Coast.
WHAT YOU'LL OWN
Scale PB + PW Marketing Across Southern California
Serve as the dedicated marketing partner to Relationship Managers, Private Wealth Advisors, PBO leaders, and regional executives across LA, Newport Beach, and San Diego.
Build and execute integrated, market-specific go-to-market plans tied directly to deposit, loan, AUM, and advisor recruiting goals.
Activate the national PB brand platform locally and translate our premier HNW positioning into market-relevant programming, content, events, and experiences.
Bring the Integrated Power of Private Bank + Private Wealth to Life
Operationalize the OneCitizens for the HNW vision in-market, packaging enterprise capabilities across Private Bank, Private Wealth, Commercial, and Business Banking into a seamless client experience.
Champion the "two-legged client" by connecting personal and professional banking relationships into one coordinated story.
Partner closely with the PB Field Marketing East counterpart, PW Growth Strategy, PBO Marketing, Events, Content, and Communications teams to deliver a unified market presence.
Activate Private Bank Openings, Lift-Outs, and Local Moments
Lead local execution of new Private Bank openings, ensuring each location becomes a visible proof point of Citizens Private Bank in market.
Lead Private Wealth lift-out integration from a marketing perspective, partnering with Communications, PW Growth Strategy, and regional leadership to amplify announcements, build landing pages, coordinate photoshoots, support advisor onboarding, and elevate visibility from Day 1 through sustained market activation.
Develop and manage a local sponsorship strategy across Southern California, identifying high-impact events, community partnerships, thought leadership opportunities, and experiential activations that build brand awareness, deepen centers-of-influence relationships, and drive pipeline.
Straddle Strategy and Execution
Operate comfortably in both the strategy room and the execution trenches, from leadership discussions to collateral development and event logistics.
Bring local market intelligence back to the central PB/PW Marketing team to help shape brand, content, media, and product priorities.
Build a repeatable, scalable Southern California operating model that can serve as a blueprint for future growth markets.
Build Trusted Relationships Across the Ecosystem
Own executive relationship management across the Southern California ecosystem, becoming deeply embedded with PB and PW leadership, advisors, bankers, regional executives, and centers of influence to align priorities and accelerate local growth.
Partner across CFG, including Enterprise Marketing, Communications, LRC, Brand, Events, and external agencies to drive coordinated execution.
Serve as the voice of the field, surfacing what's working, what's not, and where additional investment is needed.
WHAT YOU'LL BRING
7+ years of marketing experience, ideally in business-facing roles within HNW/UHNW financial services.
Proven ability to balance strategy and execution.
Exceptional relationship-building skills and credibility with senior bankers, advisors, executives, and external partners.
Strong bias toward action, resourcefulness, and adaptability.
Experience supporting advisor- or relationship-driven businesses such as wealth management, private banking, or professional services is strongly preferred.
Demonstrated experience integrating new advisory teams, managing local sponsorship strategies, and building trusted executive relationships in complex, fast-moving markets.
Willingness to travel extensively throughout Southern California and periodically to other key markets.
Sound judgment, executive presence, and the polish to represent Citizens Private Bank at the highest levels.
WHY THIS ROLE. WHY NOW.
This is not a maintenance role. This is a build role, arriving at one of the most exciting moments in Citizens Private Bank and Private Wealth's growth story.
You will:
Join one of the fastest-growing private banking and wealth businesses in the country.
Gain the equivalent of years of experience in a matter of months by operating across strategy, brand, field marketing, events, advisor enablement, and executive engagement.
Work directly with PB and PW senior leadership, regional executives, and enterprise marketing leaders.
Help define the national blueprint for how Citizens scales Private Bank and Private Wealth marketing across growth markets.
Build something that did not exist before, and own it.
If you're energized by growth, thrive in fast-moving and ambiguous environments, and want to help shape the future of premium private banking and wealth marketing on the West Coast, we want to meet you.
Hours & Work Schedule
Hours per Week: 40
Work Schedule: M-F 8-5 (4 days in office/1 day remote)
Location: Menlo Park, CA, San Francisco CA , Los Angeles CA or San Diego CA
Pay Transparency
The salary range for this position is $175,000 - $213,000 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 .
