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

Citizens Financial Group•San Francisco, CA

18h•Hybrid

About The Position

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. 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.

Requirements

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.

Responsibilities

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.
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.
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.
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.