Analysis Skills, Banking Services, Change Management, Coaching, Communication Skills, Cross-Functional, Customer Service Systems, Equal Employment Opportunity (EEO), Field Trials, Financial Services, Genetics, Identify Issues, Interpersonal Skills, Leadership, Medical Conditions, Military, Multitasking, On Site Support, Organizational Skills, Presentation/Verbal Skills, Private Banking, Private Wealth Management, Process Improvement, Requirements Management, Root Cause Analysis, Sales, Sales Management, Salesforce.com, Standards Development, State Laws and Regulations, Team Player, Technical Operations, Time Management, Trend Analysis, Usability Engineering, Usage Analysis, User Interface/Experience (UI/UX), Wealth Management, Willing to Travel, Work From Home, Workflow Analysis, Writing Skills
Description
We are seeking a strategic, collaborative, and field-oriented Wealth Platform Enablement Lead-Private Wealth. In this role, you will improve how Private Wealth teams use Wealth systems and workflows to manage client activity, referrals, pipeline visibility, and account maintenance. This role will define practical usage standards, translate business priorities into role-based routines, and equip leaders and teams with the tools, insights, and support needed to execute consistently. The role will partner cross-functionally with Private Wealth leadership, change management, operations, learning, product, technology, and field leaders to simplify workflows, improve usability, and strengthen business execution.
Primary Responsibilities:
Platform Workflow Standards & Field Execution
- 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
Role-Based Tools, Routines & Support
- Coordinate delivery through structured channels including live sessions, on-demand resources, in-market support, and job aids
- Partner with Learning and subject matter experts to evolve content based on field feedback, usability insights, and emerging business needs
- Deliver practical tools, routines, and field support that strengthen advisor confidence, efficiency, and consistent use of Wealth systems
Leadership Accountability & Workflow Improvement
- Integrate usage standards into leader routines, including team meetings, coaching practices, and performance conversations
- Equip leaders with tools, actionable reporting, and insights to coach consistent execution and improve accountability across teams
- Serve as the voice of the field by gathering feedback on workflows, system barriers, and execution outcomes, then translating insights into scalable solutions and repeatable field practices
- Partner with product, operations, and business leaders to simplify processes, improve usability, and scale effective usage practices
Minimum Qualifications:
- 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 collaborating across business, product, technology, operations, learning, and field teams to deliver integrated solutions and improve user experience
- Experience translating business goals into practical workflows, usage standards, and scalable field execution
- Strong written and verbal communication skills with the ability to influence leaders and partners across functions
- Strong interpersonal skills with the ability to influence and build alignment across functions
- Strong analytical skills with the ability to identify usage trends, diagnose gaps, and respond to opportunities in the sales environment
- Demonstrated adaptability and flexibility, with the ability to lead through ambiguity and shifting business needs
- Completed Bachelor's degree
Hours & Work Schedule
- Hours per Week: 40
- M-F: 8:00 AM ET - 5:00 PM ET - 100% in office until fully trained then potential hybrid 4 days in office 1 day work from home
- Travel: Up to 40% to Private Wealth offices including in CA, NY, MA & FL
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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.