Performance Enablement Coach - NYC or Philadelphia

Citizens Bank
New York, Philadelphia
Workplace: HybridFull timeFunction: OtherExperience: 5+ yearsEducation: bachelorsSkills: ["Communication","Interpersonal skills","Influencing leaders","Organizational skills","Adaptability"]

Coach and enable new advisors and Private Client Relationship Managers (PCRMs) across the Tri State Metro market by diagnosing performance and capability gaps, delivering tailored 1:1 coaching, and facilitating role-based development programs. Partner with Wealth and field leadership to translate shifting priorities into actionable enablement strategies, lead workshops and education sessions, and use adoption and business impact measures to continuously refine coaching for improved advisor productivity and client experience.

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FursaFursa
Citizens Bank
Citizens Bank
3 days ago

Performance Enablement Coach - NYC or Philadelphia

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Source: Company careers pageValidated by: Fursa AI
Last checked: 11 hours agoStatus: Live

Job Summary

Coach and enable new advisors and Private Client Relationship Managers (PCRMs) across the Tri State Metro market by diagnosing performance and capability gaps, delivering tailored 1:1 coaching, and facilitating role-based development programs. Partner with Wealth and field leadership to translate shifting priorities into actionable enablement strategies, lead workshops and education sessions, and use adoption and business impact measures to continuously refine coaching for improved advisor productivity and client experience.
Location: New York, Philadelphia
Workplace: Hybrid
Employment Type: Full time
Seniority: Mid level

Key Responsibilities

  • •Diagnose performance and capability gaps for new advisors and PCRMs using field insight, data, leader input, and business priorities.
  • •Deliver tailored 1:1 coaching and design development programs to accelerate readiness and sustain behavior change.
  • •Facilitate workshops and line of business education sessions to strengthen relationship fluency and business acumen.
  • •Equip TSM leaders with coaching frameworks, performance insights, and tools to reinforce expectations and accountability.
  • •Manage end-to-end program execution, define success measures, track adoption and impact, and continuously refine enablement priorities.

Key Requirements

  • •5+ years of experience in Wealth Management, sales enablement, performance coaching, or a related field.
  • •Strong knowledge of Wealth Management, advisor dynamics, PCRM expectations, and performance drivers.
  • •Experience developing advisors, PCRMs, or role-based onboarding and coaching programs.
  • •Ability to diagnose performance gaps and deliver coaching solutions that drive behavior change.
  • •Bachelor's degree and strong Excel and PowerPoint skills.
Experience:5+ yearsWealth management
Education:Bachelor's
Skills:CommunicationInterpersonal skillsInfluencing leadersOrganizational skillsAdaptability
Tech Stack:ExcelPowerPoint

Company Brief

Citizens Bank
Regional bank offering retail and commercial banking, mortgage lending, wealth management, and payment services to individuals and businesses across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Providence, United States
Founded: 1828
Website