Citizens Private Bank Client Relations Manager

Citizens Bank; New York (NY); Hybrid; USD 155,000 - 185,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Retirement benefits

Education reimbursement

Flexible work arrangements

Job summary

Citizens Bank in New York is seeking a Private Bank Client Relations Manager to originate, structure, and manage securities-based lines of credit for high-net-worth clients. You will collaborate with Financial Advisors, Product partners, and Operations to deliver liquidity solutions within risk guidelines.

The role requires 3+ years in related fields, strong analytical and communication skills, and experience with lending platforms/CRM tools. Competitive pay and benefits are offered.

Qualifications

• Bachelor's degree in Finance, Business, Economics, or related field.
• 3+ years of experience in securities-based lending, private banking, wealth management, lending operations, credit administration, or related financial services role.
• Ability to manage multiple priorities and deadlines in a fast-paced service environment.
• Excellent analytical, communication, and relationship-management skills.
• Proven ability to learn complex financial products and apply sound judgement for clients and advisors.
• Experience with lending platforms, CRM systems, or securities-based lending tools (Supernova or similar) is a plus.

Responsibilities

• Structure and facilitate BAU securities-based lines of credit and modifications to existing facilities.
• Analyze collateral eligibility, advance rates, concentration limits, and portfolio-related lending risks.
• Manage the lending process from application through funding while ensuring a seamless client and advisor experience.
• Serve as a primary point of contact for Financial Advisors regarding securities-based lending solutions.
• Educate advisors and clients on securities-based lending products, policies, and best practices.
• Coordinate closely with Operations and Product partners to ensure efficient execution and timely issue resolution.
• Support advisors with complex lending inquiries while balancing business needs, client expectations, and risk requirements.
• Respond effectively to a high volume of advisor requests and competing priorities while maintaining accuracy and service excellence.

Skills

Securities-based lending

Private banking

Wealth management

Lending operations

Credit administration

Relationship management

CRM systems

Supernova

Education

Bachelor's degree

Tools

CRM systems

Supernova

Job description

Description

The Private Bank Client Relations Manager is responsible for originating, structuring, and managing securities-based lines of credit for high-net-worth clients. This role partners closely with Financial Advisors, Product partners, and Operations teams to deliver customized liquidity solutions while adhering to collateral, concentration, and risk management guidelines.

Key Responsibilities

• Structure and facilitate BAU securities-based lines of credit and modifications to existing facilities.
• Analyze collateral eligibility, advance rates, concentration limits, and portfolio-related lending risks.
• Manage the lending process from application through funding while ensuring a seamless client and advisor experience.
• Serve as a primary point of contact for Financial Advisors regarding securities-based lending solutions.
• Educate advisors and clients on securities-based lending products, policies, and best practices.
• Coordinate closely with Operations and Product partners to ensure efficient execution and timely issue resolution.
• Support advisors with complex lending inquiries while balancing business needs, client expectations, and risk requirements.
• Respond effectively to a high volume of advisor requests and competing priorities while maintaining accuracy and service excellence.

Qualifications

• Bachelor's degree in Finance, Business, Economics, or a related field.
• Minimum of 3 years of experience in securities-based lending, private banking, wealth management, lending operations, credit administration, or a related financial services role.
• Demonstrated ability to manage multiple priorities and deadlines in a fast-paced service environment.
• Excellent analytical, communication, and relationship-management skills.
• Proven ability to learn complex financial products and apply sound judgment in support of clients and advisors.
• Experience with lending platforms, CRM systems, or securities-based lending tools (including Supernova or similar systems) is a plus.

Pay Transparency

The range for this position is $155,000 - $185,000 per year plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the budget, 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 every local and state jurisdiction in the United States.

For an overview of our benefits, visit https://jobs.citizensbank.com/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

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, 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. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.