Wealth Sales & Service Development Senior Partner
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Apply to Wealth Sales & Service Development Senior Partner at Citizens Financial Group, Inc.Job details
- Location
- Johnston or Boston or Westwood
- Work type
- Hybrid
- Posted
- yesterday
- Apply on
- hcgn.fa.us2.oraclecloud.com
About this role
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.
Qualifications:
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.
Experience collaborating across business, product, technology, operations, learning, and field teams to deliver integrated solutions and improve user experience
Comfort using data, reporting, and field feedback to evaluate adoption, performance, and business impact
Ability to develop concise, executive-ready updates, field materials, playbooks, and performance insights
Strong communication and interpersonal skills with the ability to influence leaders, build alignment, and manage cross-functional relationships
Strong organizational skills with the ability to manage multiple competing priorities while consistently meeting deadlines
Demonstrated adaptability and flexibility, with the ability to lead through ambiguity and shifting business needs
Strong Excel and PowerPoint skills
Bachelor’s degree required
Hours & Work Schedule
- Hours per Week: 40
Hybrid: 4 days in office, 1 day from home
Company
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.
Equal Employment and Opportunity Employer
Job Applicant Data Privacy Policy
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.