Private Client Growth Director

Citizens Bank; New York; Hybrid; USD 162,000 - 211,000; Full time

Benefits offered by this job

Medical, Dental & Vision

Retirement benefits

Parental leave

Flexible work arrangements

Education reimbursement

Wellness programs

Job summary

Citizens Bank is seeking a Private Client Market Leader to oversee a large, geographically distributed team of licensed Private Client Relationship Managers, with in-person and remote work across a broad geography.

You will coach and develop the PCRMs, drive client engagement, and collaborate with Citizens Wealth, Consumer, and Private Client teams to shape strategy and deliver results that protect and grow clients’ assets.

Qualifications

• Minimum of 10 years in leadership capacity.
• Knowledge of banking and wealth management products and services; ability to apply this knowledge to client needs and objectives.
• Proven track record of Recruiting, Leading, Motivating and Coaching a team of Registered Reps/Licensed Relationship Managers or Licensed Bankers
• FINRA licenses required: Series 7, 24, 65/63 or 66; State insurance license required.

Responsibilities

• Lead and motivate a team of 30+/ licensed Private Client Relationship Managers (PCRMs) across a specified geography, in person and remotely.
• Inspire team to achieve business results and customer experience goals by connecting strategy to day-to-day activities and results.
• Proactively engage and influence the team through regular communications – virtual and in person, and in 1:1, small group, and full team meetings.
• Coach PCRMs to consistently engage clients utilizing the Citizens Consultative Client Engagement Process and leading with financial planning.
• Identify high potentials and create a winning team; recruit, select, and onboard top talent PCRMs.
• Inspect PCRM productivity and implement effective performance management routines to take ownership of financial performance-to-goal.
• Leverage reporting and sales tools to coach team to convert sales opportunities.
• Develop goals and strategies for the team to achieve targets.

Skills

Leadership

Recruiting

Coaching

Client engagement

Education

FINRA licenses: Series 7/24/65/63/66

State insurance license

Job description

Citizens Bank is seeking a Private Client Market Leader to oversee a large, geographically distributed team of licensed Private Client Relationship Managers, with in-person and remote work across a broad geography.

You will coach and develop the PCRMs, drive client engagement, and collaborate with Citizens Wealth, Consumer, and Private Client teams to shape strategy and deliver results that protect and grow clients’ assets.