Wealth Transition Operations Concierge

Citizens Bank; San Francisco (CA); On-site; USD 73,000 - 99,000; Full time

Benefits offered by this job

Education reimbursement

Comprehensive medical/dental/vision

Retirement benefits

Wellness programs

Job summary

Citizens Bank is seeking a Private Wealth, Transition Operations Specialist to support onboarding for Private Wealth Advisors and teams. You will manage end-to-end transitions, collaborating with stakeholders to ensure speed, accuracy and a premium client experience.

Travel is required to support onboarding and relationship-building activities, delivering a high-touch, concierge-style service across advisory teams.

Qualifications

• Series 7 and 66 strongly preferred.
• Minimum 5 years of financial industry experience with relationship management.
• Knowledge of federal FINRA and state insurance requirements preferred.
• Solid organizational skills with ability to manage multiple priorities and deadlines.
• Strong communication and polished, professional presentation skills.
• Excellent client service and concierge-level relationship management.
• Thrives in a fast-paced, collaborative environment with attention to detail and responsiveness.
• Proven ability to provide white-glove service to internal and external stakeholders.

Responsibilities

• Collaborate with Transition Manager to define and execute onboarding plans for experienced Private Wealth Advisor teams.
• Coordinate with stakeholders on the status of prospects/candidates during transition.
• Contact candidates to collect required documentation for onboarding.
• Provide advice to ensure a consistent, scalable transition process.
• Organize technology, systems, tools, and readiness prior to Day One onboarding.
• Serve as a resource on firm policies, procedures, and onboarding requirements.
• Oversee end-to-end onboarding for Wealth Managers and advisor teams and their clients.
• Deliver high-touch, concierge onboarding focused on ease, responsiveness and service.
• Partner across business lines to ensure seamless transition for advisors and books of business.
• Travel as needed to support onboarding events and relationship-building.

Skills

Relationship management

Communication

Client service

Attention to detail

Organization

Travel readiness

Education

FINRA Series 7 & 66 licenses

Job description

Citizens Bank is seeking a Private Wealth, Transition Operations Specialist to support onboarding for Private Wealth Advisors and teams. You will manage end-to-end transitions, collaborating with stakeholders to ensure speed, accuracy and a premium client experience.

Travel is required to support onboarding and relationship-building activities, delivering a high-touch, concierge-style service across advisory teams.