Wealth Sales & Service Development Senior Partner

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.

• 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, 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, Linked In 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.
• Coordinate stakeholders to ensure aligned execution.

• 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 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  .

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