Private Bank, Senior Business Support Manager (Palm Beach, FL)

Description

The Sr. Business Support Manager serves as a strategic partner, trusted advisor, and seamless extension of the Florida Private Bank Regional Market Executive (Managing Director), supporting one of the market's largest and most sophisticated books of business. This highly visible role is responsible for ensuring flawless execution across all aspects of business operations, client service, executive support, and relationship management. Acting as the first line of defense for the Managing Director, this individual anticipates needs, triages priorities, and creates capacity for the executive to focus on clients, business development, and strategic initiatives. Success in this role requires exceptional judgment, discretion, responsiveness, and an unwavering commitment to delivering a best-in-class experience for clients and partners.

The Sr. Business Support Manager works closely with Relationship Managers, Private Bankers, Lending Specialists, Wealth Advisory teams, Trust partners, and clients, serving as a key point of coordination across the broader Private Bank ecosystem. This individual is expected to build meaningful relationships with clients and business partners, provide concierge-level support, and deliver highly personalized service that reflects the Private Bank's commitment to excellence. This role is ideal for a polished, client-centric professional who thrives in a fast-paced environment, takes pride in flawless execution, and enjoys serving as a trusted partner to both leadership and clients.

Primary Responsibilities

• Serve as a trusted extension of the Regional Market Executive, managing priorities, communications, scheduling, and business matters with professionalism and discretion.
• Deliver a high-touch, white-glove client experience, often serving as a primary point of contact for clients and business partners to ensure seamless client service and execution.
• Proactively manage and triage client requests, resolving issues independently whenever possible and appropriately escalating when needed.
• Support one of the region's largest books of business through exceptional organization, follow-through, and attention to detail.
• Prepare reports, presentations, correspondence, and client materials while ensuring timely distribution through mail, hand delivery, courier services, email, and other channels.
• Manage special projects and strategic initiatives on behalf of market leadership, ensuring deliverables are completed accurately and on time.
• Anticipate client and executive needs, serving as a trusted problem-solver who can calmly navigate complex or sensitive situations.
• Coordinate client events, meetings, travel arrangements, reservations, and other concierge-style requests, helping create memorable experiences for clients and prospects.
• Maintain detailed awareness of client milestones and important events, including birthdays, celebrations, philanthropic activities, and other opportunities to strengthen client relationships through personalized outreach.
• Partner with Division Management and key stakeholders to support operational excellence, business growth initiatives, facilities management, and change management efforts.
• Continuously identify opportunities to improve processes, enhance service delivery, and elevate the client and employee experience.

Qualifications, Education, Certifications, and/or Other Professional Credentials

• While actively accepting applications for the role we anticipate a January 2027 Start Date.
• Demonstrated ability to build deep, trusted relationships with high-net-worth clients, senior executives, and business partners through exceptional service and professional communication.
• Proven experience supporting senior executives in a highly visible, fast-paced environment requiring discretion, sound judgment, and proactive decision-making.
• Exceptional client service skills with the ability to remain composed under pressure and confidently navigate challenging situations.
• Strong organizational and project management capabilities with a proven track record of flawless execution and follow-through.
• Minimum 7+ years of business support, executive assistant, client service, relationship management, or operations experience in a similar high-touch environment.
• Demonstrated ability to manage competing priorities while maintaining exceptional attention to detail and accuracy.
• Advanced proficiency in Salesforce, Word, Excel, PowerPoint, and executive-level presentation preparation.
• Ability to operate independently, anticipate needs, and make sound decisions with limited direction.
• Excellent interpersonal skills with the ability to interact effectively with clients, senior leaders, and stakeholders at all levels.
• Strong problem-solving capabilities and the ability to identify, resolve, and appropriately escalate issues when necessary.
• Bachelor's degree required.
• MBA preferred.

Hours & Work Schedule

• Hours per Week: 40
• Work Schedule: Fully in office Monday - Friday
• Palm Beach, FL

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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.