Wealth Sales & Service Development Senior Partner

Citizens; Westwood (MA); Hybrid; USD 109,000 - 135,000; Full time

Benefits offered by this job

Medical, dental & vision

Retirement benefits

Parental 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 growth across Wealth, Marketing, and Product teams.

You will partner to launch pilots, shape field tools and messaging, and improve referral and lead conversion across the business, with a hybrid schedule and 40 hours weekly in office and from home.

Qualifications

• Bachelor’s degree required.
• 5+ years in Wealth Management or related financial services.
• Strong understanding of wealth products, advisor practices and field execution.

Responsibilities

• Translate Wealth priorities into field-ready initiatives, tools, and messaging.
• Drive cross-LOB partnerships and pilots across Wealth and enterprise partners.
• Define success metrics, track adoption and business impact, report to leadership.

Skills

Wealth Management

Partnership

Lead generation

Communication

Analytics

Relationship management

Education

Bachelor’s degree

Tools

Excel

PowerPoint

LinkedIn Sales Navigator

Seismic

Job description

Description

The Wealth Sales & Service Development Senior Partner will help translate Wealth strategy into field-ready execution by activating partnership and lead generation initiatives that drive advisor productivity, client acquisition, deeper relationships, and new-to-Wealth growth. This role will partner across Wealth, Marketing, Product, and other line of business partners to operationalize growth priorities, launch and scale pilots, develop field-ready tools and messaging, and strengthen referral and lead conversion effectiveness across the business.

Primary Responsibilities

Partnership & Growth Activation:

• 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.

Marketing & Lead Generation Activation:

• 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, including Smart Leads, LUCY, Find an Advisor, and other prospecting channels.
• 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.

Program Execution & Performance Management:

• Manage day-to-day execution of strategic growth, partnership, and marketing activation initiatives from planning through rollout.
• 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.

Required Qualifications

• Bachelor’s degree
• 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

Preferred Qualifications

• Experience developing executive presentations, field communications, playbooks, and business performance reporting
• Advanced Excel and PowerPoint skills
• Experience leveraging data and field feedback to measure adoption, effectiveness, and business impact
• Demonstrated success managing multiple priorities in a fast paced, evolving environment
• Experience influencing stakeholders and driving alignment across cross functional teams
• Demonstrated past job stability

Hours & Work Schedule

• Hours per Week: 40
• Hybrid: 4 days in office, 1 day from home

Pay Transparency

• The salary range for this position is $109,000 - $135,000 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 .

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Why Work for Us

At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

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09/23/2026