Wealth Sales & Service Development Senior Partner

Primary 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.
• 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.
• 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.
• Cook up coordination 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.
• 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

Hrs 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.

Note

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.

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.

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.

Posting End Date

08/19/2026