Citizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate.  We are currently hiring talented Financial Advisors who proactively identify and sell a broad array of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of a Citizens corporate office location and work with customers virtually via phone and video.  The primary objective of this trusted advisor is to grow client assets, retain and acquire new clients through being the single point of contact for investment needs. The Virtual Financial Advisor will be required to maintain compliance with all Citizens Financial Group policies and procedures, as well as, regulatory and legal requirements. This role will require a holistic delivery, in a virtual capacity, of outstanding service and sales solutions to meet clients’ financial needs and goals. Primary responsibilities include Focus on clients: Aspire to deliver world-class customer service Drive sales: Analyze the client’s investment needs and achieve sales growth goals by delivering an exceptional virtual experience Build book of business: Proactively seek ways to develop and expand client relationships Maximize personal efficiency: Have attention to detail, be self-motivation, and resourcefulness to achieve branch and personal goals Grow your own capabilities: Actively participate in opportunities to expand knowledge, influencing and interpersonal skills Qualifications, Education, Certifications and/or Other Professional Credentials ​​​​Active Series 7, 66 (65 and 63), and life insurance licenses Established track record of top-ranked sales performance Experience and comfort with virtual and phone-based servicing and sales, ideally financial or investment product sales Able to adapt quickly to changing requirements or environments Pay Transparency: The salary range for this position is $65,000 - $70,000 per year plus an opportunity to earn additional incentive earnings. 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 . Hours and Work Schedule Hours per Week: 40 Work Schedule: Varies

CampusWorks is looking for Finance Consultants to assist our higher education clients in strengthening their financial operations.  The consulting engagements may be remote or on-site and can include serving as an Interim CFO, leading a Business Process Review project, or optimizing the institution’s Finance ERP system.  These roles can be full-time or contract consultant (1099) opportunities. Please specify your preference in the application. CampusWorks consultants engage with our clients in higher education to assist them in fully leveraging their people, processes, policies, and technologies. We work collaboratively with clients’ functional and technical teams and our CampusWorks colleagues to evaluate current processes, design future-state optimal processes, and to architect, develop, test, train, and rollout process and technical solutions that delight our clients. A hybrid presence may be required with frequent travel to client locations. Responsibilities Serving as Interim CFO or Finance Director and providing day-to-day leadership of the finance department staff Conducting accounting, financial reporting, and financial analysis functions while overseeing the daily financial operations of the college or university Advising on the development of policies, programs, and procedures governing financial and accounting operations, and preparing financial statements, forecasts, and analyses Provide oversight, direction, guidance, and coordination of the current finance projects and priorities Assessing the efficiency of the finance department Providing finance consulting to higher education clients on a variety of finance topics/challenges Assisting clients in how to best align policy, process, procedures, and personnel to effectively leverage the Finance ERP solution Requirements Benefits of a CampusWorks Contract Consultancy: CampusWorks contract consultants partner with our clients to provide solutions that promote positive change for campuses to reach their full potential. If you are looking to expand your experience and impact, grow a portfolio of projects, or leverage your expertise and experience in a new way, CampusWorks contractor projects could be your best career move. CampusWorks contracted consultants experience: · Collaboration: CampusWorks fosters a collaborative environment where you can work with other talented professionals on projects that align with your interests and expertise. · Flexibility: Whether you have your own business, prefer selective work periods, or seek work-from-home opportunities, we offer flexible assignments to suit your needs and goals. · Impactful Projects: As a partner in our HappyCampus community, you will have access to dynamic and challenging projects, making positive changes for the clients we serve. · Variety: The needs of our clients are likely to vary, adding some diversity to your daily tasks while allowing you to grow a variety of different skills. Notice to all Applicants: Please click on the links below for more information on these important topics: - Know Your Rights: Workplace Discrimination is Illegal - Employee Polygraph Protection Act - Your Employee Rights Under the Family and Medical Leave Act (FMLA) - E-Verify Participation - Right to Work

CampusWorks is looking for Financial Aid Consultants to assist our higher education clients in strengthening their financial aid operations and enhancing the student experience.  These individuals will use their subject matter expertise in financial aid to guide clients in adopting best practices and maximize the use of the technology to support the financial aid operations and help clients achieve their goals.  The consulting engagements may be remote or on-site and can include serving as an interim Financial Aid Director, leading a Business Process Review project, or optimizing the institution’s financial aid system. This individual will work collaboratively with our clients to streamline the financial aid operations and ensure compliance, train new users, and/or ensure the operations are leveraging fully the financial aid ERP functionality.  These roles can be full-time or contract consultant (1099) opportunities. Please specify your preference in the application. CampusWorks consultants engage with our clients in higher education to assist them in fully leveraging their people, processes, policies, and technologies. We work collaboratively with clients’ functional and technical teams and our CampusWorks colleagues to evaluate current processes, design future-state optimal processes, and to architect, develop, test, train, and rollout process and technical solutions that delight our clients. A hybrid presence may be required with frequent travel to client locations. Responsibilities Serving as Interim Financial Aid Director and providing day-to-day leadership of the financial aid department staff Providing oversight, direction, guidance, and coordination of the current financial aid projects and priorities Assessing the efficiency of the financial aid/student accounts department Providing financial aid consulting to higher education clients on a variety of financial aid topics/challenges Guiding clients through financial aid regulatory issues Designing and delivering training Assisting clients in how to best align policy, process, procedures, and personnel to effectively leverage financial aid solutions Requirements Benefits of a CampusWorks Contract Consultancy: CampusWorks contract consultants partner with our clients to provide solutions that promote positive change for campuses to reach their full potential. If you are looking to expand your experience and impact, grow a portfolio of projects, or leverage your expertise and experience in a new way, CampusWorks contractor projects could be your best career move. CampusWorks contracted consultants experience: · Collaboration: CampusWorks fosters a collaborative environment where you can work with other talented professionals on projects that align with your interests and expertise. · Flexibility: Whether you have your own business, prefer selective work periods, or seek work-from-home opportunities, we offer flexible assignments to suit your needs and goals. · Impactful Projects: As a partner in our HappyCampus community, you will have access to dynamic and challenging projects, making positive changes for the clients we serve. · Variety: The needs of our clients are likely to vary, adding some diversity to your daily tasks while allowing you to grow a variety of different skills. Notice to all Applicants: Please click on the links below for more information on these important topics: - Know Your Rights: Workplace Discrimination is Illegal - Employee Polygraph Protection Act - Your Employee Rights Under the Family and Medical Leave Act (FMLA) - E-Verify Participation - Right to Work

• Oversee a team of financial analysts and work closely with internal and client-facing teams to provide actionable financial insights. • Develop and scale FP&A functionality and implement financial forecasting models, budgeting frameworks, and reporting tools. • Support clients’ annual budgeting and quarterly forecasting processes, ensuring alignment with organizational and client goals. • Oversee preparation of internal and client-facing financial reports, including variance analyses, trend reports, and dashboards. • Manage, mentor, and develop the FP&A team, ensuring high performance and professional growth. • Work cross-functionally with accounting, finance, and operational teams to provide comprehensive financial guidance.