Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include - Develop a high-quality wealth management practice that provides a personalized wealth management strategy. - Enhance and preserve relationships with key partners to boost client introductions and engagement. - Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. - Grow existing relationships through partnership referrals. - Tailor wealth management planning to meet client needs. - Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning. Qualifications, Education, Certifications and/or Other Professional Credentials - Series 7, 63, 65 (or 66) active and valid. - A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment. - A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. - Demonstrated track record in new business development and client book management. - Proven experience in a team-oriented consumer bank setting. - Familiarity with servicing high-net-worth individuals. - Comfortable operating in a dynamic, entrepreneurial environment. - Bachelor’s degree is preferred. Pay Transparency Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits. 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. Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F (Branch Hours) #LI-CITIZENS6 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. About Us Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Equal Employment and Opportunity Employer Job Applicant Data Privacy Policy Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include - Develop a high-quality wealth management practice that provides a personalized wealth management strategy. - Enhance and preserve relationships with key partners to boost client introductions and engagement. - Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. - Grow existing relationships through partnership referrals. - Tailor wealth management planning to meet client needs. - Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning. Qualifications, Education, Certifications and/or Other Professional Credentials - Series 7, 63, 65 (or 66) active and valid. - A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment. - A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. - Demonstrated track record in new business development and client book management. - Proven experience in a team-oriented consumer bank setting. - Familiarity with servicing high-net-worth individuals. - Comfortable operating in a dynamic, entrepreneurial environment. - Bachelor’s degree is preferred. Pay Transparency Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits. 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. Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F (Branch Hours) #LI-CITIZENS6 About Us Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Equal Employment and Opportunity Employer Job Applicant Data Privacy Policy Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

• Lead end-to-end architecture and complex product catalog design within Zuora Billing, including charge models, subscription lifecycle management, and scalable O2C/OTR solution design aligned to business and finance processes. • Drive advanced Zuora configurations including custom workflows (automation, integrations, error handling), mediation and data transformation pipelines, advanced billing rules, custom rating logic, multi-entity/multi-currency global setups, custom reports/data sources, and billing performance optimization. • Design, build, and support robust integrations between Zuora and enterprise systems (Oracle ERP, tax engines, payment gateways, CRM, data platforms), including API-based integrations, middleware flows, automated reconciliations, and audit control mechanisms. • Own post–go-live production support, including incident management (P1/P2), root cause analysis, change and release management, operational stability, and support for financial close and compliance processes. • Lead full lifecycle implementations (requirements through hypercare), provide governance and technical leadership, mentor team members, ensure documentation and knowledge transfer, and represent Zuora architecture in executive and cross-functional design forums. • Develops and executes system conversion and implementations. • Lead cross-functional requirement sessions to elicit, document and analyze business requirements and functional specifications. Includes identifying unspoken or conflicting requirements and challenging the norm. • Manage KLO operations and stakeholders support with daily activities, Financial close, reconciliations etc.

Our Higher Ed practice is looking for a motivated and experienced Oracle Cloud ERP Functional Lead Consultant 3-5 years of Oracle Cloud ERP experience (all FIN modules preferred). The ideal candidate has completed 3+ full ERP Financial implementations as a Lead Consultant, preferably within the Higher Education field (such as within a College or University). Higher Ed experience is strongly desired and may be required. Sierra-Cedar helps Higher Education institutions – more than 350 of them – with the implementation of Oracle software. Our business-savvy Consultants are responsible for implementing Oracle Cloud ERP and maximizing the benefit of the Oracle software in which the client has invested. You may or may not lead an actual team on a project, but in either case, this functional role will always be hands-on, driving deliverables, fit-gap analysis, data mapping, developing reports and interfaces, configuring the modules, and more! As a Lead, you will hold meetings on camera on a daily basis, and travel to client sites as needed during project milestones. Our ideal Oracle Cloud ERP Consultant has a bachelor’s degree, close familiarity with Higher Education issues, some knowledge of Oracle products used by Higher Education institutions, and a desire to become part of a Higher Education-focused team within Sierra-Cedar. Oracle Cloud ERP certification is a huge plus! This position requires approximately 30% travel to client sites (nationwide) as well as remote work from your home office within the United States only – International locations will not be considered. This full-time role may include working occasional nights and weekends to support project milestones. What we offer: · Competitive Salary · Comprehensive benefits package · Opportunities for growth and development · A collaborative and engaging work environment If this job sounds like something you would get excited about, send us your resume so we can tell you more about it! See more about us at sierra-cedar.com. Sierra-Cedar is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other legally protected basis, in accordance with applicable law. #LI-Remote