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

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 Client provides 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