Citizens Keyword Location Search view all jobs Performance Enablement Coach

• NYC or Philadelphia Philadelphia, PA Posted yesterday Apply Now Description The Wealth Management Performance Enablement Coach will help translate Wealth priorities into consistent field execution by accelerating the readiness and effectiveness of new advisors to the organization and Private Client Relationship Managers (PCRMs) in the Tri State Metro (TSM) market.

This role will diagnose performance and capability gaps, deliver targeted coaching, and facilitate line of business education sessions that build relationship fluency, strengthen business acumen, and improve connectivity across Wealth and key partners. The role partners across Wealth, TSM field leadership, and other line of business partners to improve adoption of key tools and practices and drive measurable improvements in advisor productivity, client experience, partnership effectiveness, and business outcomes.

Primary Responsibilities:

Performance Diagnosis & Coaching Activation:

Diagnose performance and capability gaps for new advisors to the organization and PCRMs in the TSM market using field insight, data, leader input, and business priorities to identify root causes and targeted solutions. Deliver 1:1 coaching to new advisors and PCRMs in the TSM market across varying levels of expertise, tailoring approach and messaging to drive adoption, consistency, and sustained behavior change. Facilitate new advisor and PCRM development programs that establish baseline knowledge, accelerate readiness, and support stronger field performance across the TSM market. Design and deliver focused workshops, coaching sessions, and reinforcement routines that address emerging gaps, role-specific needs, and evolving execution priorities.

Leader Enablement & Field Execution:

Equip TSM leaders with coaching frameworks, performance insights, and practical tools to reinforce expectations and strengthen accountability for new advisor and PCRM readiness. Translate shifting field needs and business priorities into actionable development strategies, field-ready guidance, and scalable enablement solutions. Facilitate line of business education sessions for TSM advisors and PCRMs that deepen understanding of partner priorities, foster stronger relationships, and improve partnership effectiveness. Partner with leaders and stakeholders to embed coaching into daily routines, performance conversations, and execution standards. Influence colleagues and leaders across all levels of the organization by building credibility, creating alignment, and connecting execution behaviors to business outcomes.

Program Execution & Business Impact:

Manage execution of coaching, training, and performance enablement initiatives for new advisors and PCRMs from needs assessment through delivery, adoption, and reinforcement. Define success measures, track adoption and business impact, and prepare concise updates for leadership on progress, risks, and opportunities. Identify opportunities to scale effective coaching practices, improve consistency across Wealth, and strengthen organizational capability. Use data, field feedback, and leader input to evaluate effectiveness and continuously refine enablement priorities.

Qualifications:

Required Qualifications 5+ years of experience in Wealth Management, sales enablement within Wealth, performance coaching within Wealth, or a related field. Strong knowledge of Wealth Management, advisor dynamics, PCRM expectations, client needs, field execution, and performance drivers. Experience developing advisors, PCRM, or role-based onboarding and coaching programs. Experience diagnosing performance gaps and delivering coaching solutions that drive behavior change. Experience developing and facilitating coaching sessions, workshops, new hire programs, line of business education sessions, or role-based learning experiences. Ability to use 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 partnerships. Strong organizational skills with the ability to manage multiple priorities and meet deadlines. Demonstrated adaptability and flexibility in managing changing business needs. Strong Excel and PowerPoint skills. Completed Bachelor's degree. Preferred Qualifications Experience accelerating advisor or PCRM readiness through structured onboarding programs. Experience creating executive-ready communications, field materials, coaching tools, and performance insights. Proven success enabling leaders to reinforce coaching and sustain behavior change. Experience working across multiple stakeholder groups within a Wealth Management organization. Experience using performance metrics and field feedback to drive continuous improvement initiatives. 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 Pay Transparency The salary range for this position is $142K
• 180K per year, plus an opportunity to earn additional incentive earnings.

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 . LI-Citizens6 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. 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. 11/25/2026 Apply Now Active Filters Performance Enablement... Philadelphia, PA Clear All Powered By Cookie Policy We use cookies to improve your experience on our site. To find out more, read our privacy policy Accept Cookies Decline Cookies