Elite Private Client Manager: Wealth & Planning

Citizens; Needham (MA); On-site; USD 83,000 - 104,000; Full time

Job summary

Citizens Private Client in Needham, MA is looking for a Relationship Manager to work with affluent clients, exceeding expectations by delivering long-term financial planning and personalized strategies. You will collaborate with Wealth Advisors and CFPs to deepen relationships and expand the client base.

The role requires 3–5 years in banking or wealth management, SIE/Series licenses (6/7, 63/66), and a proven client-centric sales track record.

Qualifications

• Bachelor’s degree preferred and 3–5 years in banking, wealth management or related experience.
• Experience working with affluent and high net worth clients.
• Required licenses: SIE, Series 6 (or 7) and Series 63 (or 66) at hire; Life/Health/Accident licenses can be obtained after hire.
• Demonstrated success in a client-centric, initiative-taking sales environment.
• Experience building and maintaining relationships with clients and internal partners.
• Knowledge of industry regulatory requirements and professional communication skills.

Responsibilities

• Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions.
• Grow net deposits, investments, and lending balances by conducting comprehensive financial discovery and presenting personalized strategies.
• Deepen and retain client relationships through proactive outbound engagements based on life events and financial triggers.
• Provide exceptional, high-touch client experiences.
• Engage Wealth Advisors and CFPs to help clients reach financial goals.
• Partner with colleagues across lines of business to provide a seamless Citizens experience.
• Leverage Salesforce CRM to track activity.

Skills

Client relationship

Sales experience

Communication skills

Financial services knowledge

Education

Bachelor’s degree (preferred)

Licenses: SIE, Series 6/7, Series 63/66

Tools

Salesforce CRM

Job description

Citizens Private Client in Needham, MA is looking for a Relationship Manager to work with affluent clients, exceeding expectations by delivering long-term financial planning and personalized strategies. You will collaborate with Wealth Advisors and CFPs to deepen relationships and expand the client base.

The role requires 3–5 years in banking or wealth management, SIE/Series licenses (6/7, 63/66), and a proven client-centric sales track record.