Private Client Relationship Manager

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

Benefits offered by this job

Medical, dental, vision insurance

Retirement plan

Education reimbursement

Flexible work arrangements

Generous paid time off

Job summary

Citizens in Somerville, MA is seeking a dedicated client manager to acquire and onboard high-net-worth clients. The role focuses on growing net deposits and investments through personalized financial planning and proactive relationship management. Ideal candidates will have 3-5 years of relevant experience, possess necessary financial licenses, and excel in communication. Citizens offers competitive pay, comprehensive benefits, and a supportive work culture.

Qualifications

• 3-5 years of banking, wealth management or equivalent experience.
• Experience working with affluent and high net-worth clients.
• Required licenses: SIE, Series 6 (or 7) and Series 63 (or 66) upon hire.
• Excellent written and verbal communication skills.

Responsibilities

• Acquire and onboard new affluent clients.
• Grow net deposits and investments through financial planning.
• Deepen client relationships through proactive engagements.
• Engage Wealth Advisors to meet client goals.

Skills

Client management

Sales skills

Communication

Financial planning

Education

Bachelor’s degree

Tools

Salesforce CRM

Job description

Description

At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through a client‑centric culture and continuous improvement.

Primary Responsibilities

• 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

• 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

• 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) 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 medical, dental, vision, retirement, maternity/paternity leave, flexible work arrangements, education reimbursement, and wellness programs. 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.

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.