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Wealth Onboarding and Implementation Coach
Wealth Onboarding and Implementation Coach-March 2024
Westwood
Mar 28, 2026
About Wealth Onboarding and Implementation Coach

  Description

  The Onboarding and Implementation Coach will drive and execute the training of the wealth colleagues across the Wealth Line of Business. A successful candidate must have exceptional influencing skills, be a strategic thinker and have strong leadership skills. They will need to exhibit excellent organizational and coaching skills to deliver programs with impact to leaders and field colleagues, while being the liaison between wealth business lines. They will be asked to leverage their field insights to influence policy and activity changes that are necessary to improve sales effectiveness and partnerships.

  The candidate must have strong organizational and project management abilities to drive process and behavior changes, as well as public speaking, facilitation and influencing large groups. This role is key in the development of the specialist roles in the market, along with the development of the wealth management acumen of management and colleagues.

  This role is a member of the leadership team for the wealth line and must interact well with the leadership within all markets. The candidate will be instrumental in leading or participating in projects as requested that will have a positive impact to the wealth management division.

  Qualifications

  Required Skills/Experience:

  3+ years of sales experience in Wealth Management

  3+ years of strong facilitation/presentation skills

  Preferred Skills/Experience:

  Effective Coach the Coach skills as well as direct coaching, leadership skills, influencing, facilitation/training, knowledge of wealth management reporting and systems, wealth management sales process, Salesfoce.com skills, and computer skills (i.e. Excel, PowerPoint)Education, Certifications and/or Other Professional Credentials:

  Bachelor's Degree Required

  Life, Accident & Health Licenses Required

  Series 7, 66 Required (or equivalent)

  Hours & Work Schedule

  Hours per Week: 8:00 a.m. - 5:00 p.m.

  Work Schedule: Monday - Friday

  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

  At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. 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 (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), 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.

  Equal Employment and Opportunity Employer

  Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.

  Why Work for Us

  At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth

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