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

Chief of Staff / Business Analyst•New England Wealth Management Region First Citizens Bank•3.5

Boston, MA Job Details Estimated:

$86.8K•$123K a year 11 hours ago Qualifications Microsoft PowerPoint Microsoft Excel Executive administrative support Microsoft Office High school diploma or GED Project management Bachelor’s degree Exercise planning Financial services Senior level Communication skills Under 1 year Analytics Full Job Description 29324 53 State St 28th Floor Boston, Massachusetts

WEALTH BOSTON REGION

Monday•Friday 06/16/2025 Job Description Overview The Chief of Staff / Business Analyst provides strategic and administrative support to the Regional Managing Director (RMD) of the New 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 New 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 New 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. First Citizens Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race (including traits historically associated with race, such as hair texture and protective hairstyles), color, religion, national origin, sex, age, disability, protected veteran status, sexual orientation, gender identity, genetic information, military membership, application, or obligation, or any other legally protected status. Section 19 of the Federal Deposit Insurance Act prohibits First Citizens Bank from employing individuals convicted of certain criminal offenses. Offers of employment will be contingent upon a satisfactory background check. The Bank is committed to maintaining a safe workplace free from the influence of prohibited drugs and the misuse of alcohol and will not tolerate any prohibited drug use or alcohol misuse that jeopardizes the safety of associates, customers or others at the workplace, or threatens the Bank’s operations or competitiveness. If you have a disability and need special assistance or accommodation to apply for employment at First Citizens Bank, please contact our Human Resources department at 888.716.7199 or email us at .