Chief of Staff / Business Analyst - New England Wealth Management Region

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.

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.

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.