Private Client Relationship Manager

Citizens Financial Group • Needham, MA

7d

About The Position

At Citizens, the mission is to help clients, colleagues, and communities reach their potential through a client-centric culture, continuous improvement, and enhanced capabilities. Citizens Private Client provides personalized financial planning and advice to help clients achieve their financial goals, supported by coaching, professional development, and practice management.

The Private Client Relationship Manager (PCRM) works directly with affluent and high-net-worth clients to deliver a high-touch experience and support their financial goals. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs), as well as colleagues across Retail, Business Banking, Mortgage, and Wealth. The role builds and manages a book of business, grows deposits, investments, and lending balances, and helps provide clients with a seamless experience across Citizens. Salesforce CRM is used to track activity.

Success is measured by growth in net new investment assets in collaboration with Wealth Partners; growth in checking, savings, and CD deposits; growth in mortgage, home equity line, and securities-based lending units and balances; and client satisfaction survey results. The position is scheduled for 40 hours per week, Monday through Friday, with potential Saturday hours.

Requirements

• 3–5 years of banking, wealth management, or other relevant equivalent experience.
• Experience working with affluent and high-net-worth clients.
• SIE, Series 6 (or 7), and Series 63 (or 66) licenses required at the time of 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.

Nice To Haves

• Bachelor’s degree preferred.
• Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire.

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 conducting discovery and financial planning conversations, understanding clients’ financial goals, and presenting personalized strategies.
• Deepen and retain client relationships through proactive outreach 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 Retail, Business Banking, Mortgage, and Wealth to provide a seamless client experience across Citizens.
• Use Salesforce CRM to track activity.

Benefits

• Competitive pay with the opportunity to earn additional incentive earnings.
• Comprehensive medical, dental, and vision coverage.
• Retirement benefits.
• Maternity and paternity leave.
• Flexible work arrangements.
• Education reimbursement.
• Wellness programs.
• Paid time off policy exceeding mandatory paid sick or paid time-away policies in every U.S. local and state jurisdiction.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level