Experiential Marketing Partner for Private Bank West Region

Citizens • San Francisco, CA • 3h ago

Description

Citizens is seeking a passionate and strategic Experiential Marketing Partner to join our Enterprise Sponsorships & Experiential Marketing Team. This role will focus on delivering high-impact, emotionally resonant experiences that deepen relationships with Citizens Private Bank and Private Wealth clients in California.

From bespoke activations and thought leadership events to executive panels, conferences and webinars, you'll lead the development and execution of experiences that engage customers, prospects, colleagues, and senior leaders-bringing our brand to life in meaningful and memorable ways.

Key Responsibilities

Lead and Execute Experiences: Strategize, coordinate, and deliver events that foster emotional connection, drive engagement, and support business growth with a digital-first mindset to elevate brand experiences. Oversee simultaneous experiences while adapting to dynamic environments and tight deadlines.

Stakeholder Collaboration & Communication: Partner with regional leaders, marketing teams, and line-of-business executives to align experiential plans with strategic goals. Work closely with local teams to manage invitation lists and drive attendance; collaborate with internal teams (Growth Strategy, Social/Content, Communications) to ensure event success. Present plans and updates to senior stakeholders with clarity and confidence.

Vendor & Venue Management: Work closely with Marketing Event Operations when sourcing and onboarding vendors, speakers, and venues; manage contracts, review BEOs, risk assessments, and payments through internal systems.

End-to-End Event Execution: Manage event and conference execution including invitation strategy, RSVP tracking, vendor coordination, budget management, contract negotiation, run-of-show development, onsite management and post-event analysis.

Brand Alignment: Ensure all experiences are consistent with Citizens brand standards and marketing guidelines.

Performance Measurement & Reporting: Develop post-event assessments and report key metrics to measure impact and inform future strategy. Collaborate with Marketing Event Operations to ensure performance data is captured in scorecards for socialization.

Trend Monitoring: Stay ahead of industry and competitive trends in financial services and experiential marketing.

Skills & Attributes

Strategic thinker with a creative approach to problem-solving.

Exceptional written and verbal communication skills.

Professional presence and business acumen.

Highly organized with the ability to manage multiple projects simultaneously.

Energetic, confident, and creative with a forward-thinking mindset.

Self-motivated team player who thrives under pressure.

Proficient in Microsoft Office (Word, PowerPoint, Excel, Outlook).

Qualifications

7-10 years of experience in event planning; financial services experience strongly preferred

Deep understanding of the banking industry, private banking and/or luxury brands and customer engagement strategies.

Experience with sponsorships and partnerships is a plus.

Experience and knowledge of private equity industry is a plus.

Passion for marketing and brand storytelling.

Comfortable working in fast-paced environments with tight deadlines.

Willingness to travel (~40%) and work non-traditional hours as needed.

Hours & Work Schedule

Hours per Week: 40 Hours

Work Schedule: Monday through Friday in office 4 days 1 day from home.

Location: San Francisco, San Diego, Los Angeles, CA

LI-Citizens2

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

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.

Why Work for Us

At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth

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.

12/31/2025

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