Private Client Relationship Manager

Citizens Financial Group•New York, NY

11h

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, supported by coaching, professional development, and practice management. The Private Client Relationship Manager (PCRM) works directly with affluent and high-net-worth clients to understand and help achieve their financial goals. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners® as part of the Citizens Private Client team. The role focuses on acquiring and onboarding clients, growing deposits, investments, and lending balances, deepening and retaining relationships, and providing a high-touch client experience. The PCRM also collaborates with colleagues across Retail, Business Banking, Mortgage, and Wealth, and uses Salesforce CRM to track activity. Success is measured by growth in net new investment assets in collaboration with Wealth Partners; new checking, savings, and CD deposits; lending units and balances, including mortgages, home equity lines, and securities-based lending; and client satisfaction survey results. The schedule is 40 hours per week, Monday through Friday, with potential Saturday hours. The salary range is $83,000–$104,000 per year, 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 are 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 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 comprehensive discovery and financial-planning conversations, understanding client 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.
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.