Securities-Based Lending Client Relations Manager

Citizens; New York (NY); On-site; USD 155,000 - 185,000; Full time

Benefits offered by this job

Comprehensive health coverage

Retirement benefits

Flexible work arrangements

Education reimbursement

Job summary

Citizens Private Bank seeks a Client Relations Manager to originate, structure, and manage securities-based lines of credit for high-net-worth clients. You will collaborate with Financial Advisors, Product teams, and Operations to deliver liquidity solutions while upholding collateral and risk guidelines.

The role requires analyzing collateral eligibility, advance rates, and portfolio risks, managing the end-to-end lending process, and serving as a primary contact for advisors.

Qualifications

• Bachelor's degree in Finance, Business, Economics, or a related field.
• Minimum of 3 years of experience in securities-based lending, private banking, wealth management, lending operations, credit administration, or a related financial services role.
• Demonstrated ability to manage multiple priorities and deadlines in a fast-paced service environment.
• Excellent analytical, communication, and relationship-management skills.
• Proven ability to learn complex financial products and apply sound judgment in support of clients and advisors.
• Experience with lending platforms, CRM systems, or securities-based lending tools (including Supernova or similar systems) is a plus.

Responsibilities

• Structure and facilitate BAU securities-based lines of credit and modifications to existing facilities.
• Analyze collateral eligibility, advance rates, concentration limits, and portfolio-related lending risks.
• Manage the lending process from application through funding while ensuring a seamless client and advisor experience.
• Serve as a primary point of contact for Financial Advisors regarding securities-based lending solutions.
• Educate advisors and clients on securities-based lending products, policies, and best practices.
• Coordinate closely with Operations and Product partners to ensure efficient execution and timely issue resolution.
• Support advisors with complex lending inquiries while balancing business needs, client expectations, and risk requirements.
• Respond effectively to a high volume of advisor requests and competing priorities while maintaining accuracy and service excellence.

Skills

Securities-based lending

Relationship management

Analytical thinking

Communication

Multi-tasking

Education

Bachelor's degree in Finance/Business/Economics

Tools

CRM systems

Lending platforms

Supernova

Job description

Citizens Private Bank seeks a Client Relations Manager to originate, structure, and manage securities-based lines of credit for high-net-worth clients. You will collaborate with Financial Advisors, Product teams, and Operations to deliver liquidity solutions while upholding collateral and risk guidelines.

The role requires analyzing collateral eligibility, advance rates, and portfolio risks, managing the end-to-end lending process, and serving as a primary contact for advisors.