Citizens Bank Wealth Sales Coach in Fort Washington, Pennsylvania


The Sales Coach will drive and execute the sales strategies and training of the wealth market they are assigned to. A successful candidate must have exceptional influencing skills, be a strategic thinker and have strong leadership skills. They will need to exhibit excellent coaching skills for management and sales 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 in their wealth team branches.

The candidate must have strong organizational and project management abilities in order to drive process and behavior changes. 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 team of the market they will support. The candidate will be instrumental in leading or participating in projects as requested that will have a positive impact to the wealth management team.


Required Skills/Experience:

  • 5+ 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, 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 6, 63 & 65 Required (or equivalent)

  • Master's Degree Preferred but not Required

Hours & Work Schedule

Hours per Week: 40

Work Schedule: Monday - Friday 8:00 a.m. - 5:00 p.m.

Why Work with 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.

Equal Employment and Opportunity Employer/Disabled/Veteran

It is the policy of Citizens Bank and Citizens Securities, Inc. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.

Equal Opportunity & Affirmative Action Employer Disabled/Veteran

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