Securities-Based Lending Relationship Manager

Citizens Bank; New York (NY); Hybrid; USD 155,000 - 185,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Retirement benefits

Education reimbursement

Flexible work arrangements

Job summary

Citizens Bank in New York is seeking a Private Bank 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 partners, and Operations to deliver liquidity solutions within risk guidelines.

The role requires 3+ years in related fields, strong analytical and communication skills, and experience with lending platforms/CRM tools. Competitive pay and benefits are offered.

Qualifications

• Bachelor's degree in Finance, Business, Economics, or related field.
• 3+ years of experience in securities-based lending, private banking, wealth management, lending operations, credit administration, or related financial services role.
• 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 judgement for clients and advisors.
• Experience with lending platforms, CRM systems, or securities-based lending tools (Supernova or similar) 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

Private banking

Wealth management

Lending operations

Credit administration

Relationship management

CRM systems

Supernova

Education

Bachelor's degree

Tools

CRM systems

Supernova

Job description

Citizens Bank in New York is seeking a Private Bank 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 partners, and Operations to deliver liquidity solutions within risk guidelines.

The role requires 3+ years in related fields, strong analytical and communication skills, and experience with lending platforms/CRM tools. Competitive pay and benefits are offered.