Senior Wealth Growth & Partnerships Partner

Citizens; Johnston (RI); Hybrid; USD 109,000 - 135,000; Full time

Benefits offered by this job

Hybrid work schedule

Medical, dental & vision coverage

Retirement benefits

Maternity/Paternity leave

Flexible work arrangements

Education reimbursement

Wellness programs

Job summary

Citizens is seeking a Wealth Sales & Service Development Senior Partner to translate Wealth strategy into field-ready execution. You will activate partnerships and lead generation initiatives to boost advisor productivity, client acquisition, and Wealth growth.

You will collaborate across Wealth, Marketing, Product, and enterprise partners to launch pilots, develop field tools and messaging, and strengthen referral and lead conversion across the business.

Qualifications

• Bachelor’s degree in a relevant field.
• 5+ years of experience in Wealth Management, Private Banking, Financial Advisory, Asset Management, or related financial services.
• Strong understanding of Wealth Management products, advisor practices, client needs, and field execution.
• Experience supporting strategic business initiatives, sales enablement, advisor adoption, or lead generation programs.
• Proven ability to partner across multiple functions to drive business outcomes.
• Strong analytical, communication, organizational, and relationship management skills.

Responsibilities

• Translate Wealth segment priorities into field-ready initiatives, tools, messaging, and playbooks that support advisor execution.
• Drive cross-LOB partnership initiatives and pilots across Wealth, business lines, and enterprise partners.
• Support partnership planning and governance routines, including prioritization, performance tracking, and follow-up on key actions.
• Partner with Marketing to support integrated campaigns, lead generation initiatives, and field enablement materials.
• Support strategy, reporting, and process improvement for Wealth lead sources and platforms.
• Manage rollout, adoption, and advisor enablement for marketing and sales tools such as Sprinklr, LinkedIn Sales Navigator, and Seismic.
• Translate campaign and lead generation priorities into advisor-ready guidance that improves adoption, follow-up quality, and conversion.
• Define success metrics, track adoption and business impact, and prepare reporting for leadership updates.
• Identify opportunities to scale successful pilots and improve consistency across Wealth.
• Coordinate stakeholders to ensure aligned execution.

Skills

Analytical skills

Communication skills

Organizational skills

Relationship management

Wealth management knowledge

Sales enablement

Lead generation

Cross-functional collaboration

Strategic thinking

Partnership building

Education

Bachelor’s degree

Tools

Excel

PowerPoint

Job description

Citizens is seeking a Wealth Sales & Service Development Senior Partner to translate Wealth strategy into field-ready execution. You will activate partnerships and lead generation initiatives to boost advisor productivity, client acquisition, and Wealth growth.

You will collaborate across Wealth, Marketing, Product, and enterprise partners to launch pilots, develop field tools and messaging, and strengthen referral and lead conversion across the business.