Senior Vice President, Small Business Referral Growth Lead

Role Overview

The Senior Vice President, Small Business Referral Growth Lead will own and scale the firm’s small business referral strategy for Citigold North America, connecting Citi’s internal ecosystem with external centers of influence to generate consistent, high-quality small business lead flow.

What You Will Do

Responsibilities include building and managing a high-performing small business referral pipeline, identifying and cultivating referral partnerships, and training and coaching frontline staff on small business referral identification and qualification standards.

Why It Might Be a Fit

The ideal candidate is a networked, results-driven professional who converts relationships into funded business and thrives in a performance-focused environment.

Requirements

• 10 or more years of experience in small business banking, business development, referral program management, or partnership management within a financial services organization.
• Demonstrated ability to build and scale small business referral programs at a bank, credit union, or fintech.
• Deep knowledge of small business financial products including SBA 7(a) and 504 lending, business lines of credit, business checking, merchant services, payroll, and business credit cards.
• Hands-on experience with CRM platforms such as Salesforce or equivalent tools to manage referral pipelines and track partner engagement across multiple channels.
• Required current US FINRA Registrations: SIE and Series 7.
• Proficiency in Microsoft Office Suite including Excel, PowerPoint, and Word, with comfort using data to present program performance to senior leadership.

Benefits

• Medical, dental & vision coverage
• 401(k)
• Life, accident, and disability insurance
• Wellness programs
• Paid time off packages
• Paid holidays