Private Client Relationship Manager

Citizens•Stow, MA

1d•$83,000 - $104,000

About The Position

Citizens Private Client Relationship Managers (PCRMs) work directly with affluent and high-net-worth clients to understand their financial goals and deliver personalized strategies and high-touch service. PCRMs build and grow a book of business, collaborating with Wealth Financial Advisors, Certified Financial Planners, and colleagues across Retail, Business Banking, Mortgage, and Wealth to help clients achieve their goals and provide a seamless experience. The role uses Salesforce CRM to track activity and is part of a team culture emphasizing continuous coaching, professional development, and practice management support. The position is scheduled for 40 hours per week, Monday through Friday, with potential Saturday hours. The stated annual salary range is $83,000–$104,000, with an opportunity to earn additional incentive earnings. Actual pay depends on factors including budget, work location, and relevant skills and experience.

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 may be obtained within a specified timeline after hire.

Responsibilities

Acquire and onboard 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 comprehensive discovery and financial-planning conversations, understanding clients’ financial goals, and presenting personalized strategies.
Deepen and retain client relationships through proactive outreach informed by 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 clients with a seamless experience across Citizens.
Use Salesforce CRM to track activity.
Contribute to growth in net new investment assets in collaboration with Wealth Partners, deposits, and lending units and balances, and to client satisfaction results.

Benefits

Competitive pay and opportunity to earn additional incentive earnings.
Comprehensive medical coverage.
Dental coverage.
Vision coverage.
Retirement benefits.
Maternity and paternity leave.
Flexible work arrangements.
Education reimbursement.
Wellness programs.
Paid time off policy that exceeds mandatory paid sick or paid time-away policies in every local and state jurisdiction in the United States.