Citizens · 9 hours ago
Sales & Service Development Consultant
One Citizens Bank Way, Johnston, RI, 02919, US
Full-time
Hybrid
Senior Level
6+ years expCitizens is a financial services company, and they are seeking a strategic, collaborative, and development‑focused Wealth Sales & Service Development Consultant to support their Wealth business. The role involves leading new-hire training, developing learning experiences, and enhancing advisor capabilities.
BankingCredit CardsFinancial ServicesFinTechRetail
Responsibilities
Assess current practice management, systems usage, and operational capabilities across Wealth business units
Identify capability gaps and opportunities to enhance advisor and team performance
Design and oversee learning curricula, training programs, and development pathways tailored to role and segment needs
Partner with Accenture and internal stakeholders to ensure training content is relevant, consistent, and high‑impact
Integrate digital learning tools and platforms to support accessibility, scalability, and learner engagement
Lead systems, product, and operational training to ensure advisor proficiency, including CRM (Salesforce) and account‑opening/maintenance processes
Deliver targeted training sessions, workshops, and coaching engagements aligned to business needs
Support advisors and teams in adopting best practices and increasing operational efficiency
Serve as a trusted coach and advisor to leaders and frontline Wealth professionals
Act as the primary liaison with Accenture, ensuring alignment between business priorities and program delivery
Translate internal strategies and needs into clear program requirements
Evaluate the effectiveness of externally delivered programs and provide actionable feedback for continuous improvement
Define KPIs and success measures for capability and training initiatives
Track program outcomes, incorporate feedback, and refine content based on performance data
Present insights, results, and recommendations to senior leadership
Qualification
Required
6+ years of experience in Wealth Management, Private Banking, or related financial services
Demonstrated experience in practice management, training delivery, or capability development
Experience partnering with external learning and development providers
Strong facilitation and coaching skills; formal coaching or adult‑learning certification preferred
Excellent communication, collaboration, and stakeholder‑management capabilities
Strategic and analytical mindset with strong execution discipline
Bachelor's degree required
Preferred
Deep understanding of advisor workflows, client engagement models, and operational systems, including advanced Salesforce expertise
Proven ability to influence cross‑functional partners and lead change efforts
Strong passion for talent development and supporting a learning‑centric culture
Demonstrated record of stable and successful work history
Master's degree preferred
Company
Citizens
At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$2B2025-02-26Post Ipo Debt· $750M
2024-07-09Post Ipo Debt· $1.25B
2014-09-23IPO
Leadership Team
Melisa Carrascoza
SVP, Business Banking Market Executive - New England South
Steve Kozek
Head of Commercial Excellence, Senior Vice President
Recent News
2026-01-22
Talk Business & Politics
2026-01-19
Company data provided by crunchbase