Wealth Platforms Enablement Lead -Private Wealth (Boston, NYC, or San Francisco)

Description

We are seeking a strategic, collaborative, and field-oriented Wealth Platform Enablement Lead. 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

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.