Wealth Sales & Service Development Senior Partner

Citizens Bank
Boston
Workplace: HybridFull timeUSD 109,000 - 135,000 annuallyFunction: SalesExperience: 5+ yearsEducation: bachelorsSkills: ["Communication","Interpersonal skills","Influencing leaders","Organizational skills","Adaptability"]

Translate Wealth strategy into field-ready execution by activating partnerships and lead-generation initiatives that boost advisor productivity and client growth. Partner across Wealth, Marketing, Product, and other teams to operationalize priorities, launch and scale pilots, and develop advisor-ready tools, messaging, and playbooks. Own rollout, adoption, and enablement for marketing and sales platforms, define success metrics, and report performance and business impact while coordinating cross-functional stakeholders.

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FursaFursa
Citizens Bank
Citizens Bank
1 month ago

Wealth Sales & Service Development Senior Partner

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Last checked: 10 hours agoStatus: Live

Job Summary

Translate Wealth strategy into field-ready execution by activating partnerships and lead-generation initiatives that boost advisor productivity and client growth. Partner across Wealth, Marketing, Product, and other teams to operationalize priorities, launch and scale pilots, and develop advisor-ready tools, messaging, and playbooks. Own rollout, adoption, and enablement for marketing and sales platforms, define success metrics, and report performance and business impact while coordinating cross-functional stakeholders.
Location: Boston
Workplace: Hybrid
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Translate Wealth segment priorities into field-ready initiatives, tools, messaging, and playbooks for advisor execution.
  • •Drive cross-LOB partnership initiatives and pilots and support partnership planning and governance routines.
  • •Partner with Marketing to support integrated campaigns, lead-generation initiatives, and field enablement materials.
  • •Manage rollout, adoption, and advisor enablement for marketing and sales tools (e.g., Sprinklr, LinkedIn Sales Navigator, Seismic).
  • •Manage day-to-day execution, define success metrics, track adoption and business impact, and report leadership updates.

Pay and Benefits

Salary: USD 109,000 - 135,000 annually
Perks:Health InsuranceDentalVisionRetirement BenefitsParental LeaveLearning BudgetWellness Stipend

Key Requirements

  • •5+ years of experience in Wealth Management or related financial services.
  • •Strong knowledge of Wealth Management, client needs, advisor dynamics, and field execution.
  • •Experience supporting sales strategy, partnership activation, lead generation, or advisor enablement initiatives.
  • •Ability to collaborate across business, product, technology, operations, learning, and field teams to deliver integrated solutions.
  • •Bachelor’s degree required.
Experience:5+ yearsWealth managementFinancial services
Education:Bachelor's
Skills:CommunicationInterpersonal skillsInfluencing leadersOrganizational skillsAdaptability
Languages:US
Tech Stack:Smart LeadsLUCYFind an AdvisorSprinklrLinkedIn Sales NavigatorSeismicExcelPowerPoint

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