Private Client Growth & Advisory Manager

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

Benefits offered by this job

Medical, dental, vision

Retirement benefits

Flexible work arrangements

Education reimbursement

Wellness programs

Paid time off above minimum

Job summary

Citizens Private Client seeks a Relationship Manager to engage with affluent clients, delivering long‑term financial planning while collaborating with Wealth Advisors and CFPs.

You will acquire and onboard new clients, grow deposits and investments, and coordinate with Retail, Mortgage and Wealth teams to provide a seamless, high‑touch experience.

A client‑centric mindset, strong communication skills, and relevant licenses (SIE, Series 6/7, Series 63/66) are required.

Qualifications

• Bachelor’s degree preferred.
• 3–5 years banking, wealth management or equivalent experience.
• Experience working with affluent/high-net-worth clients.
• Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) required at hire.
• Excellent written and verbal communication skills.
• Demonstrated client-centric, initiative-taking sales experience.

Responsibilities

• Acquire and onboard new affluent clients into a Book of Business through outbound calling and in-branch or partner introductions.
• Grow net deposits, investments, and lending balances by conducting thorough financial planning conversations.
• Deepen and retain client relationships through proactive outbound engagements based on life events and financial triggers.
• Provide exceptional, high-touch client experiences.
• Collaborate with Wealth Advisors and CFPs to help clients reach their financial goals.
• Partner with colleagues in Retail, Mortgage and Wealth to provide a seamless client experience.
• Leverage Salesforce CRM to track activity.

Skills

Client relationship

Sales experience

Communication

Education

Bachelor’s degree

Tools

Salesforce CRM

Job description

Citizens Private Client seeks a Relationship Manager to engage with affluent clients, delivering long‑term financial planning while collaborating with Wealth Advisors and CFPs.

You will acquire and onboard new clients, grow deposits and investments, and coordinate with Retail, Mortgage and Wealth teams to provide a seamless, high‑touch experience.

A client‑centric mindset, strong communication skills, and relevant licenses (SIE, Series 6/7, Series 63/66) are required.