Chief of Staff / Business Analyst – New England Wealth Management Region
BOSTON, MAPosted 30+ days ago
Job summary
Job post source
This job is directly from Silicon Valley Bank and First Citizens Bank as it references internal collaboration and benefits specific to First Citizens Bank.
Job overview
The Chief of Staff / Business Analyst role supports the Regional Managing Director of New England Wealth Management by driving regional priorities, managing projects, and facilitating communication to ensure effective business operations.
Responsibilities and impact
The role involves attending leadership meetings, preparing materials, managing calendars, tracking initiatives, coordinating onboarding and events, handling office management tasks, managing sponsorships, and collaborating across internal departments to support regional goals.
Compensation and benefits
Benefits include a competitive and thoughtfully designed program provided by First Citizens Bank, details available on their career site; specific salary information is not provided.
Experience and skills
Requires a Bachelor's degree with no experience or a High School diploma with 4 years in Analytics, Operations, or Support; preferred qualifications include financial services or consulting experience, strong organizational skills, communication proficiency, Microsoft Office expertise, and discretion with confidential information.
Work environment and culture
The company values a team-oriented, proactive, and solution-driven approach, emphasizing collaboration across multiple internal teams and external partners.
Company information
Silicon Valley Bank and First Citizens Bank are collaborating in this role, indicating a partnership between the two financial institutions focused on wealth management in New England.
Team overview
The candidate will work closely with the Regional Managing Director and regional wealth leadership teams, acting as a liaison among wealth consultants, private bankers, and staff.
Job location and travel
The position is based in the Boston market with responsibilities including facility and office management at that location.
Unique job features
The role uniquely combines strategic support, project management, event coordination, and office management within a financial services environment involving two major banks.
Company overview
Silicon Valley Bank (SVB) specializes in providing financial services to technology, life sciences, and venture capital clients. They generate revenue through commercial banking, investment banking, and asset management services tailored to the innovation sector. Founded in 1983, SVB has played a crucial role in the growth of Silicon Valley's tech ecosystem, supporting startups and established companies alike. Their deep industry expertise and extensive network make them a pivotal player in the financial landscape of the tech industry.
How to land this job
Position your resume to showcase your strategic support and project management skills, emphasizing experience in coordinating leadership meetings, preparing presentations, and managing operational logistics relevant to wealth management.
Highlight your ability to collaborate cross-functionally with internal teams and external partners, and your proficiency in tools like Microsoft Office Suite, especially Excel and PowerPoint, which are crucial for reporting and communication.
Apply through multiple channels including Silicon Valley Bank’s official careers page, LinkedIn, and relevant job boards to maximize your visibility and chances for the Chief of Staff / Business Analyst role.
Connect on LinkedIn with professionals in the New England Wealth Management division or related departments at Silicon Valley Bank, using ice breakers such as commenting on recent regional initiatives, asking about the integration between First Citizens and Silicon Valley Bank, or expressing enthusiasm for the role’s cross-functional collaboration aspects.
Optimize your resume for ATS by incorporating keywords from the job description like 'project management,' 'strategic support,' 'cross-functional collaboration,' 'financial services,' 'PowerPoint,' and 'CRM platforms' to ensure it passes automated screenings effectively.
Utilize Jennie Johnson’s Power Apply feature to automate tailored applications, find multiple application portals, identify and connect with relevant LinkedIn contacts, and optimize your resume for ATS, allowing you to focus more on preparing for interviews and networking.
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