Insights

Investor Relations Hire With a new Head of Investor Relations appointed for August, there is an opportunity to position sophisticated wealth management and reporting solutions, client communications platforms, and investor relations services to support more effective stakeholder engagement and disclosure

Mobile Banking Launch The upcoming nationwide mobile banking app launch signals a need for enhanced digital experience products, security enhancements, identity and access management, and customer data analytics services to optimize adoption and user satisfaction

Security Posture Alert Recent cyberattack involving a third-party highlights the importance of robust cybersecurity, vendor risk management, data loss prevention, and threat monitoring solutions for affluent clients and wealth platforms

Education Pathway Participation in Banking Micro-Pathway programs creates potential for partnerships around workforce upskilling, internship pipelines, and white-labeled training content or platforms to support recruitment and retention in bank-based wealth services

Prestige & Growth Consistent top-tier recognition and growth in assets and personnel imply opportunities for high-touch advisory platforms, white-label CRM/integration services, and scalable tech to support expanding client bases and private wealth offerings

Citizens Wealth Management Tech Stack

Citizens Wealth Management uses 8 technology products and services including QuickBooks, Experian, LinkedIn Recruiter, and more. Explore Citizens Wealth Management's tech stack below.

  • QuickBooks
    Accounting And Finance
  • Experian
    Advanced Analytics And Data Science
  • LinkedIn Recruiter
    Applicant Tracking Systems
  • Microsoft SharePoint
    Content Management System
  • Amazon Aurora
    Database
  • Lightweight Directory Access Protocol
    IT Infrastructure
  • Pardot
    Marketing
  • reCAPTCHA
    Security

Media & News

Citizens Wealth Management's Email Address Formats

Citizens Wealth Management uses at least 1 format(s):
Citizens Wealth Management Email FormatsExamplePercentage
First.Last@citizensbank.comJohn.Doe@citizensbank.com
92%
FLast@citizensbank.comJDoe@citizensbank.com
5%
FirstLast@citizensbank.comJohnDoe@citizensbank.com
2%
F.Last@citizensbank.comJ.Doe@citizensbank.com
1%

Frequently Asked Questions

What is Citizens Wealth Management's official website and social media links?

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Citizens Wealth Management's official website is citizensbank.com and has social profiles on LinkedIn.

How much revenue does Citizens Wealth Management generate?

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As of July 2026, Citizens Wealth Management's annual revenue is estimated to be $500M - $1B.

What is Citizens Wealth Management's NAICS code?

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Citizens Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Citizens Wealth Management have currently?

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As of July 2026, Citizens Wealth Management has approximately 573 employees across 1 continents, including North America. Key team members include Vice President Financial Advisor: S. H.Senior Vice President, Divisional Director Midwest: K. S.Wealth Advisor, Vp: B. P.. Explore Citizens Wealth Management's employee directory with LeadIQ.

What industry does Citizens Wealth Management belong to?

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Citizens Wealth Management operates in the Financial Services industry.

What technology does Citizens Wealth Management use?

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Citizens Wealth Management's tech stack includes QuickBooksExperianLinkedIn RecruiterMicrosoft SharePointAmazon AuroraLightweight Directory Access ProtocolPardotreCAPTCHA.

What is Citizens Wealth Management's email format?

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Citizens Wealth Management's email format typically follows the pattern of First.Last@citizensbank.com. Find more Citizens Wealth Management email formats with LeadIQ.
Citizens Wealth Management logo

Citizens Wealth Management

Financial ServicesUnited States501-1000 Employees

Citizens Wealth Management is the wealth management division within Citizens Financial Group, a long-standing United States financial services institution. It serves individuals and families by offering financial planning, retirement planning, and insurance services, with a focus on delivering a personalized financial plan across different stages of a client’s journey. Securities, brokerage, and investment advisory services are provided through Citizens Securities, Inc. and related affiliates, while insurance products may be offered by affiliates or unaffiliated partners.

The unit operates in the financial services industry and is positioned to leverage the resources of a large, established bank to serve clients across the United States. Investment and insurance products are not guaranteed and involve risk, and are not insured by the FDIC or by any federal agency. In June 2026, Citizens Bank announced the appointment of Chris Emerson as Head of Investor Relations, effective August 1, 2026.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Employees
501-1000

Section iconFunding & Financials

  • $500M - $1B

    Citizens Wealth Management's revenue is estimated to be in the range of $500M - $1B

Section iconFunding & Financials

  • $500M - $1B

    Citizens Wealth Management's revenue is estimated to be in the range of $500M - $1B

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