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. Required Qualifications Bachelor's degree 5+ years of experience in Wealth Management, Private Banking, Financial Advisory, Asset Management, or related financial services Strong understanding of Wealth Management products, advisor practices, client needs, and field execution Experience supporting strategic business initiatives, sales enablement, advisor adoption, or lead generation programs Proven ability to partner across multiple functions to drive business outcomes Strong analytical, communication, organizational, and relationship management skills Preferred Qualifications Experience developing executive presentations, field communications, playbooks, and business performance reporting Advanced Excel and PowerPoint skills Experience leveraging data and field feedback to measure adoption, effectiveness, and business impact Demonstrated success managing multiple priorities in a fast paced, evolving environment Experience influencing stakeholders and driving alignment across cross functional teams Demonstrated past job stability Hours & Work Schedule Hours per

Week:

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 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. 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. Benefits We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Awards We've Received Dave Thomas Foundation's Best Adoption-Friendly Workplace Glassdoor Best Place to Work in Consulting, Finance & Insurance Human Rights Campaign Corporate Equality Index 100

Award Newsweek America's Most Charitable Company Disability:

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