Private Bank, Sales & Service Sr Partner (Colleague Effectiveness)

Description

The Private Bank, Sales & Service Sr Partner (Colleague Effectiveness) serves as a strategic connector within the Private Bank, driving workforce readiness, learning, culture, and employee experience across our sales and service colleagues. This role bridges business strategy, organizational effectiveness, culture, and colleague enablement—ensuring that teams, skills, and structures align with the Private Bank’s mission to deliver exceptional service to high-net-worth clients.

Overview

The Private Bank serves our firm’s most sophisticated high-net-worth and ultra-high-net-worth clients, delivering personalized banking, lending, and wealth-management solutions. To sustain this level of excellence, we are seeking a senior partner to lead colleague experience and organization effectiveness for our sales and service focused colleagues. This Senior Partner will enhance the way our sales and service teams are structured, trained, and supported across the Private Bank.

This niche connector role bridges business strategy, colleague development, and organizational planning. The individual will partner closely with existing enterprise functions—including HR, learning, product, and workforce strategy teams—to ensure the Private Bank’s people, skills, and structure are positioned for success. Acting as an internal advocate for the banker experience, this partner will drive training, skill, and development programs that strengthen readiness and cohesion across offices.

Furthermore, this position is a strategic enabler—embedded within the Private Bank yet connected across the broader organization. They will ensure the right people, skills, and structures are in place to serve our most valued clients. From new-hire integration and ongoing learning to long-term development and market expansion, this role connects the dots between strategy and execution, helping the Private Bank grow with precision, consistency, and care.

Key Responsibilities

• Training Strategy & Capability Development
• Oversee the Private Bank’s end-to-end colleague learning journey—from onboarding through advanced capability building.
• Partner with central learning and enablement teams to tailor Private Bank training content, ensuring regulatory and product accuracy.
• Lead the development of structured learning paths and experiential learning opportunities that enhance banker expertise and client service quality.
• Promote a continuous learning culture, integrating feedback loops and skill-development metrics into business reviews.
• Ensure that all training and development initiatives reinforce the Private Bank’s culture of excellence, accountability, and client focus.
• Organizational Effectiveness & Workforce Planning
• Translate business strategy into effective team structures and role clarity across markets.
• Identify skill gaps and future capability needs to inform hiring, resourcing, growth planning, and long-term workforce readiness.
• Support organizational health reviews, staffing analytics, and continuous improvement of banker support models.

Colleague Experience & Leadership Partnership

• Serve as a trusted internal resource to Private Bank leaders and employees on day-to-day organizational and people-related matters.
• Promote an inclusive, high-performance culture grounded in collaboration, accountability, and client excellence.
• Support goal-setting, performance discussions, and engagement activities that strengthen retention and morale.
• Foster consistent communication between the Private Bank and key partner teams to streamline employee experience.
• Cross-Functional Collaboration
• Contribute to the design and implementation of new initiatives impacting Private Bank employees—such as product launches, system enhancements, or workflow redesigns.
• Maintain visibility into headcount, readiness, and training progress to inform leadership decisions.

Qualifications

• 7-10+ years of experience in training, learning, organizational effectiveness, business enablement, or colleague experience—ideally within financial services or private banking preferred
• Proven ability to translate business priorities into people and capability strategies that drive performance.
• Strong business acumen, with understanding of Private Banking, wealth management, or client-advisory models.
• Exceptional stakeholder management and communication skills across senior leadership levels.
• Analytical mindset with ability to track metrics on readiness, development progress, and workforce planning.
• Why This Role Is Unique
• This position is a strategic enabler—embedded within the Private Bank yet connected across the broader organization. They will ensure the right people, skills, and structures are in place to serve our most valued clients. From new-hire integration and ongoing learning to long-term development and market expansion, this role connects the dots between strategy and execution, helping the Private Bank grow with precision, consistency, and care.

Hours & Work Schedule

• Hours per Week: 40
• Work Schedule: M-Thurs in office, Fri WFH

Pay Transparency

The salary range for this position is $109,000 - $150,000 annually, plus an opportunity to earn an annualized discretionary bonus. Actual pay is based on various factors including but not limited to the 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.

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.