Elite Private Client Relationship Manager

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

Benefits offered by this job

Health coverage

Retirement plan

Parental leave

Education reimbursement

Wellness programs

Job summary

Citizens Private Client is seeking a Relationship Manager to engage affluent clients and deliver personalized financial planning, coaching, and ongoing practice management support. You will onboard new clients, expand assets and lending, and collaborate with Wealth Advisors and CFPs to help clients reach long-term goals, while leveraging Salesforce CRM to track activity.

Hours are 40 per week, with potential Saturday coverage; the role offers competitive pay of $83,000 to $104,000 plus incentive

Qualifications

• Bachelor’s degree preferred.
• Experience with affluent/high-net-worth clients.
• Licenses: SIE, Series 6/7 and Series 63/66 required at hire.

Responsibilities

• Acquire and onboard new affluent clients through outbound calling and in-branch or partner introductions.
• Grow net deposits, investments, and lending balances via comprehensive discovery and financial planning.
• Deepen and retain client relationships through proactive outbound engagements based on life events and financial triggers.
• Engage Wealth Advisors and CFPs to help clients reach their financial goals.
• Partner with Retail, Business Banking, Mortgage and Wealth to provide a seamless Citizens experience.
• Leverage Salesforce CRM to track activity.

Skills

Client relationships

Sales experience

Regulatory knowledge

SIE license

Series 6/7

Series 63/66

Education

Bachelor’s degree (preferred)

Tools

Salesforce CRM

Job description

Citizens Private Client is seeking a Relationship Manager to engage affluent clients and deliver personalized financial planning, coaching, and ongoing practice management support. You will onboard new clients, expand assets and lending, and collaborate with Wealth Advisors and CFPs to help clients reach long-term goals, while leveraging Salesforce CRM to track activity.

Hours are 40 per week, with potential Saturday coverage; the role offers competitive pay of $83,000 to $104,000 plus incentive