Private Client Relationship Manager

Citizens; Dedham (MA); Sur place; USD 83 000 - 104 000; Plein temps

Résumé du poste

Citizens Private Client is seeking a Relationship Manager to engage affluent clients and deliver long-term financial planning in partnership with Wealth Advisors and CFPs.

You will onboard new clients, expand assets and lending, and provide high-touch service while coordinating with Retail, Business Banking, Mortgage and Wealth teams. Salesforce experience is essential for tracking activity.

Qualifications

• Bachelor’s degree preferred.
• 3–5 years banking, wealth management, or equivalent experience.
• Experience with affluent/high-net-worth clients.
• Licenses required: SIE, Series 6 (or 7), Series 63 (or 66) at hire; Life/Health/Accident insurance licenses can be obtained later.
• Proven client-centric, initiative-taking sales experience.
• Relationship building with clients and internal partners.
• Knowledge of regulatory requirements to ensure a sound control environment.
• Excellent written and verbal communication skills.

Responsabilités

• 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 financial goals.
• Partner with Retail, Business Banking, Mortgage and Wealth teams for a seamless client experience.
• Leverage Salesforce CRM to track activity.

Connaissances

Client relationship management

Sales skills

Communication

Regulatory compliance

Formation

Bachelor’s degree (preferred)

Outils

Salesforce CRM

Description du poste

Description

AtCitizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguishedclient-centric culture, having a mindset ofcontinuous improvementand alwaysenhancing our capabilities.

Description

AtCitizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguishedclient-centric culture, having a mindset ofcontinuous improvementand alwaysenhancing our capabilities. Citizens Private Clientprovides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support.

As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners® (CFPs), creating the Citizens Private Client team.

Primary Responsibilities Include

• 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 executing comprehensive discovery and financial planning conversations, understanding a client’s financial goals, and presenting personalized strategies aligned with each client’s objectives.
• Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights.
• Provide exceptional, high-touch client experiences.
• Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals.
• Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens.
• Leverage Salesforce CRM to track activity.

Measures of Success include

• Growth in net new investment assets in collaboration with Wealth Partners.
• Growth in new deposits including checking, savings, and CD balances.
• Growth in lending units and balances through mortgages, home equity lines, and securities-based lending.
• Client satisfaction survey results.

Qualifications, Education, Certifications And/or Other Professional Credentials

• 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.
• Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline 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.

Hours & Work Schedule

• Hours per Week: 40.
• Work Schedule: M-F; potential Saturday hours.

Pay Transparency

The salary range for this position is $83,000 - $104,000 per year, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the budget, work location, and relevant skills and experience.

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Why Work for Us

At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth