Chief of Staff / Business Analyst – New England Wealth Management Region Position Available In Suffolk, Massachusetts

Chief of Staff / Business Analyst – England Wealth Management Region First Citizens Bank United States, Massachusetts, Boston 53 State Street (Show on map) Jun 17, 2025
Overview The Chief of Staff / Business Analyst provides strategic and administrative support to the Regional Managing Director (RMD) of the England Frist Citizens Wealth Management region. This high-impact role serves as a trusted partner to the leadership team, driving regional priorities, managing key projects, and ensuring effective execution of business operations. The position plays a pivotal role in facilitating communication, coordination, and collaboration across internal teams and external partners, including First Citizens Bank and Silicon Valley Bank. Responsibilities Leadership & Administrative Support Attend all regional wealth leadership meetings; prepare agendas, take detailed notes, and ensure timely follow-up and project tracking.
Coordinate all England Wealth leadership meetings and manage recurring touchpoints with team leads.
Prepare PowerPoint presentations, reports, and briefing materials for internal and external meetings.
Manage the RMD’s calendar, coordinate internal meetings, arrange travel, and handle scheduling logistics.
Serve as the go-to resource for wealth consultants, private bankers, and regional staff for support, updates, and operational needs. Project Management & Operations Track key initiatives, monitor critical business objectives, and maintain dashboards and project plans.
Manage new hire onboarding processes including hardware/software setup, business cards, access credentials, and general orientation.
Oversee posting of job requisitions and coordination of new hire announcements.
Coordinate monthly business reporting including sales reports, client onboarding letters/gifts, referral trackers, and pipeline updates. Event & Meeting Coordination Plan and coordinate internal and client-facing events, working closely with marketing on invites, save-the-dates, and guest management.
Reserve meeting and conference rooms, coordinate AV setup, and manage event logistics.
Track event-related activities on the regional wealth calendar and maintain client engagement tracking. Facility & Office Management (Boston Market) Serve as liaison for all corporate building communications and facility-related issues in the Boston office.
Coordinate supply ordering, vendor management, bill payments, and general office administration.
Handle all facility and service requests in coordination with First Citizens Wealth corporate services. Sponsorships & Community Engagement Manage all sponsorship and charitable contribution requests for the England Wealth region.
Maintain tracking systems and reporting tools for contribution approvals, payments, and regional engagement impact. Cross-Functional Collaboration Act as liaison on behalf of the RMD with internal partners across lines of business including First Citizens Bank and Silicon Valley Bank.
Collaborate with internal departments such as HR, IT, Compliance, and Marketing to support regional execution and alignment. Qualifications Bachelor’s Degree and 0 years of experience in Analytics, or Operations, or Support OR High School Diploma or GED and 4 years of experience in

Analytics, or Operations, or Support Preferred Qualification:

Experience in financial services, consulting, executive support, or project management.
Strong organizational and multitasking skills with a high attention to detail.
Excellent written and verbal communication skills.
Proficiency in Microsoft Office Suite (especially Excel and PowerPoint); familiarity with CRM platforms and reporting tools preferred.
Ability to manage confidential information and exercise discretion.
Team-oriented, proactive, and solution-driven approach to challenges. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.