Elite Private Client Relationship Manager

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

Benefits offered by this job

Medical, dental and vision coverage

Retirement benefits

Maternity/paternity leave

Flexible work arrangements

Education reimbursement

Wellness programs

Job summary

Citizens Private Client is seeking a Relationship Manager to engage affluent clients, exceed expectations, and collaborate with Wealth Advisors and CFPs. You will grow assets and deposits, deliver personalized planning, and provide high-touch service across multiple Citizens lines.

Role requires 3–5 years in banking/wealth, licenses (SIE, Series 6/7, 63/66), and a client-centric, sales-driven mindset. Located in Medford, MA with a 40-hour week and potential for some hybrid work.

Qualifications

• Bachelor’s degree (preferred).
• 3 - 5 years of banking, wealth management or other relevant equivalent experience.
• Experience working with affluent and high net worth clients.
• SIE, Series 6 (or 7) and Series 63 (or 66) licenses required at hire; Life/Health/Accident licenses obtainable after hire.
• Demonstrated success in a client-centric, initiative-taking sales environment.
• Experience establishing and maintaining relationships with clients and internal partners.
• Knowledge of industry regulatory requirements to ensure a sound control environment.
• Excellent written and verbal 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 discovery and financial planning conversations aligned with client goals.
• 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 their financial goals.
• Partner with colleagues in Retail, Business Banking, Mortgage and Wealth to provide a seamless Citizens experience.
• Leverage Salesforce CRM to track activity.

Skills

Client relationship management

Sales oriented

Communication skills

Regulatory compliance knowledge

Education

Bachelor’s degree (preferred)

Tools

Salesforce CRM

Job description

Citizens Private Client is seeking a Relationship Manager to engage affluent clients, exceed expectations, and collaborate with Wealth Advisors and CFPs. You will grow assets and deposits, deliver personalized planning, and provide high-touch service across multiple Citizens lines.

Role requires 3–5 years in banking/wealth, licenses (SIE, Series 6/7, 63/66), and a client-centric, sales-driven mindset. Located in Medford, MA with a 40-hour week and potential for some hybrid work.