Wealth Development & Product Distribution Director MA
Posted on: February 7, 2024
The SVP Practice Development & Product Distribution is responsible
for supporting multiple products and segments within Citizens
Wealth Management Organization. This position is responsible for
development of practice management protocols related to product
placement for the affluent and high net worth segments of Citizens
This position will lead and influence a team of approximately 4-10
resources covering wholesaling, practice development, and product
support duties. Activities for the team will also involve aspects
of product due diligence and enhancement. This may include new
product launches, existing product re-positioning, competitive
analysis and marketplace positioning, communication of investment
strategy and training presentations. The SVP will foster an
environment to have regular discussions to incubate ideas, identify
best practices and highlight success stories across Private Client
that drive significant practice growth across product lines. The
SVP will work closely with senior and executive leadership across
the enterprise to engage and support growth strategies related to
advice, planning and product integration.
Citizens Wealth Management leads with Financial Planning. This
position will work closely with the Head of Financial Planning and
the Head of Investment Products to ensure deep discovery with
customers leads to quality financial plans and solutions. This
position reports to the Head of Wealth Management Advice, Planning
& Product and will play a critical role in engaging the field
leadership and advisors, as well as serving as an expert in
aligning solutions to customer goals through financial planning and
Responsible for overall development of cadences and routines
associated with practice and business development for our broker
Responsible for developing, leading, and influencing a team of
professionals to achieve development, sales, and product mix
Develop and implement effective sales strategies in partnership
with distribution segments. Develop team metrics and provide
insights and regular reporting on key measurements and results.
Effective staff management and development experience and
Strong written and verbal communication skills. Experience and
comfort in speaking to small and large audiences.
Experience with training and instructional activities including
user training and ongoing competency improvement for client facing
Wealth Management colleagues.
Demonstrated understanding of comprehensive wealth management
solutions, particular expertise in insurance and managed money
Series 7, 63, 65/66 Licenses
Bachelor's Degree required.
Master's Degree preferred.
The salary range for this position is $190,000 - $280,000 per year,
plus an opportunity to earn an annual 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 very local and state
jurisdiction in the United States. For an overview of our 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
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
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
Keywords: Citizens, Quincy , Wealth Development & Product Distribution Director MA, Executive , Quincy, Massachusetts
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