Job Details

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

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 enablementensuring that teams, skills, and structures align with the Private Bank's mission to deliver exceptional service to high-net-worth clients.

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 functionsincluding HR, learning, product, and workforce strategy teamsto 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 enablerembedded 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 journeyfrom 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 employeessuch 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 experienceideally 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.

Hours & Work Schedule

• Hours per Week: 40
• Work Schedule: M-Thurs in office, Fri WFH
• Travel - 25%

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 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

Required Skills

• Customer Journey Orchestration
• Diversity and Inclusion (D&I) Strategy and Policy

About Us

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.

Equal Employment and Opportunity Employer

Job Applicant Data Privacy Policy

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.

Job Info

• Job Identification 47050
• Job Category Advisory & Relationship Management
• Posting Date 05/28/2026, 01:30 PM
• Apply Before 06/30/2026, 04:00 AM
• Degree Level Bachelor's Degree
• Job Schedule Full time
• Job Shift 1st
• Locations 101 California St, San Francisco, CA, 94111, US 772 Boylston St, Boston, MA, 02199, US 1301 Avenue of the Americas, New York, NY, 10019, US 9560 Wilshire Blvd, Beverly Hills, CA, 90212, US 1400 Newport Center Dr, Newport Beach, CA, 92660, US 12626 High Bluff Dr, San Diego, CA, 92130, US
• Working Hours 40
• Career Site Category Corporate and Administrative