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Senior Incentive Strategy & Analytics Manager

Role overview

Qualifications

  • Bachelor’s degree in Finance, Economics, Business, or related field
  • Minimum 10+ years of experience in incentive design, incentive compensation administration, and sales performance analytics in Retail and Business Banking
  • Strong analytical capabilities with experience in performance measurement, financial modeling, and reporting
  • Proven ability to influence senior stakeholders and translate complex data into executive-ready insights

Responsibilities

  • Translate executive strategy into clear, measurable objectives and actionable initiatives
  • Lead annual incentive plan design for Retail Branch and Business Banking, ensuring alignment with business strategy and financial objectives
  • Deliver comprehensive sales performance reporting and analytics to support business decision-making
  • Establish and maintain strong governance processes around incentive plans, including documentation, approvals, and audit readiness

Key facts

Other skills

  • Strategic Planning
  • Governance
  • Communication
  • Strategic Thinking
  • Collaboration
  • Detail Oriented

About the company

Citizens logo

Citizens

Banking

At Citizens Bank, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do. As one of the oldest and largest financial services firms in the United States with a history dating back to 1828, we’re committed to providing solutions and expertise that support our customers, clients, colleagues, and communities in what’s next on their own unique journey. Whether you’re considering banking with us or looking to work with us, you’ll find a customer-centric culture and a supportive, collaborative workforce at Citizens Bank. You’re made ready and so are we. #MadeReady

Company details

Company typeLarge
IndustryBanking
Company size10001

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Job description

The Senior Manager is responsible for supporting the development and execution of the Business Unit strategic plan, with a strong emphasis on sales incentive design, administration, and performance reporting across Retail Branch and Business Banking. This role translates executive vision into measurable objectives, leads annual incentive plan design, and ensures effective execution through robust analytics and governance.

Primary responsibilities include

Strategic Planning & Execution

  • Translate executive strategy into clear, measurable objectives and actionable initiatives
  • Establish and manage frameworks to track performance against strategic objectives
  • Communicate progress, risks, and outcomes to executive leadership with clarity and precision.  
  • Communicate status of execution versus strategic objectives to executive management ensuring alignment.

 

Incentive Design & Administration (Core Focus)

  • Lead annual incentive plan design for Retail Branch and Business Banking, ensuring alignment with business strategy and financial objectives
  • Oversee ongoing administration of sales incentive plans, including governance, controls, and change management
  • Partner with business leaders to refine plan constructs (metrics, weightings, thresholds, and payouts) to drive desired behaviors and outcomes
  • Ensure plans are competitive, compliant, scalable, and aligned to market practices

 

Sales Performance Reporting & Analytics

  • Deliver comprehensive sales performance reporting and analytics to support business decision-making
  • Provide routine and ad hoc reporting packages to sales and production teams, highlighting performance trends, risks, and opportunities
  • Analyze performance versus plan and identify actionable insights to improve results
  • Support business reviews with data-driven storytelling tailored for senior leadership

 

Strategic Analytics & Decision Support

  • Provide analytical support for strategic initiatives, including measurement of performance vs. plan and recommended corrective actions
  • Develop business cases with financial modeling and data-driven justification

 

Governance & Controls

  • Establish and maintain strong governance processes around incentive plans, including documentation, approvals, and audit readiness
  • Ensure data integrity, reporting accuracy, and compliance with internal policies and regulatory expectations

 

Qualifications, Education, Certifications and/or Other Professional Credentials

Required Qualifications

    • Bachelor’s degree in Finance, Economics, Business, or related field
    • Minimum 10+ years of experience in incentive design, incentive compensation administration, and sales performance analytics in Retail and Business Banking
    • Demonstrated experience supporting dynamic sales environments
    • Strong analytical capabilities with experience in performance measurement, financial modeling, and reporting
    • Proven ability to influence senior stakeholders and translate complex data into executive-ready insights

 

Preferred Qualifications

    • Master’s degree (MBA or related field)
    • Experience leading end-to-end incentive plan strategy, design, and governance at scale
    • Familiarity with compensation platforms and reporting tools
    • Experience working in highly regulated financial services environments

     

    Leadership Profile

    • Strategic thinker with the ability to connect incentive design to business outcomes
    • Strong communicator who can distill complex concepts into clear, executive-level messaging
    • Operates with a high degree of ownership, accountability, and attention to detail
    • Collaborative partner across Sales, Finance, HR, and Product teams

 

Pay Transparency 

The salary range for this position is $178,000 - $241,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the budget, 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 .

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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