Citizens Bank

1 month ago

Wealth Platforms Enablement Lead -Private Wealth (Boston, NYC, or San Francisco)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 5 hours agoStatus: Live

Job Summary

Strategic, cross-functional role shaping how Private Wealth teams use wealth systems and workflows. Define platform usage standards by role, embed Salesforce into daily routines, and partner with leadership across wealth management, operations, learning, product, and technology to improve usability, field execution, and accountability at scale.

Location: Boston, New York, San Francisco

Workplace: Hybrid

Employment Type: Full time

Job Function: Administration & Executive Assistance

Key Responsibilities

•Assess current Private Wealth practice management routines and how teams use core systems to support client, pipeline, referral, and account maintenance activities
•Define clear platform usage standards aligned to business priorities and workflows by role to support consistent execution across advisors and support teams
•Identify gaps in usage patterns, analyze root causes, and partner with stakeholders to refine usage expectations or define requirements for system enhancements
•Reduce reliance on off-platform tools by embedding Salesforce and related platform capabilities into day-to-day business routines
•Coordinate delivery through structured channels including live sessions, on-demand resources, in-market support, and job aids

Travel: High travel

Key Requirements

•6+ years of experience in Wealth Management or Private Banking financial services
•Strong knowledge of Wealth Management and Private Wealth, including advisor workflows, the client lifecycle, client needs, and practice management dynamics
•Deep understanding of advisor and operational systems, including advanced working knowledge of Salesforce
•Demonstrated experience improving field execution at scale, ideally within a sales or advisory environment
•Strong organizational skills with the ability to manage multiple competing priorities while consistently meeting deadlines

Experience:6+ yearsWealth managementPrivate bankingFinancial services

Education:Bachelor's

Skills:CommunicationLeadershipProblem-solvingCollaborationAnalytical thinking

Languages:English (US)

Tech Stack:Salesforce

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

Loading job details...

Preparing the role view and application actions.

Citizens Bank

1 month ago

Wealth Platforms Enablement Lead -Private Wealth (Boston, NYC, or San Francisco)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 5 hours agoStatus: Live

Job Summary

Location: Boston, New York, San Francisco

Workplace: Hybrid

Employment Type: Full time

Job Function: Administration & Executive Assistance

Key Responsibilities

•Assess current Private Wealth practice management routines and how teams use core systems to support client, pipeline, referral, and account maintenance activities
•Define clear platform usage standards aligned to business priorities and workflows by role to support consistent execution across advisors and support teams
•Identify gaps in usage patterns, analyze root causes, and partner with stakeholders to refine usage expectations or define requirements for system enhancements
•Reduce reliance on off-platform tools by embedding Salesforce and related platform capabilities into day-to-day business routines
•Coordinate delivery through structured channels including live sessions, on-demand resources, in-market support, and job aids

Travel: High travel

Key Requirements

•6+ years of experience in Wealth Management or Private Banking financial services
•Strong knowledge of Wealth Management and Private Wealth, including advisor workflows, the client lifecycle, client needs, and practice management dynamics
•Deep understanding of advisor and operational systems, including advanced working knowledge of Salesforce
•Demonstrated experience improving field execution at scale, ideally within a sales or advisory environment
•Strong organizational skills with the ability to manage multiple competing priorities while consistently meeting deadlines

Experience:6+ yearsWealth managementPrivate bankingFinancial services

Education:Bachelor's

Skills:CommunicationLeadershipProblem-solvingCollaborationAnalytical thinking

Languages:English (US)

Tech Stack:Salesforce

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