Private Client Relationship Manager

Citizens Financial Group•Stow, MA

14h•$83,000 - $104,000

About The Position

At Citizens, the mission is to help clients, colleagues, and communities reach their potential through a distinguished 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 continuous coaching, professional development, and practice management. The Citizens Private Client Relationship Manager (PCRM) works directly with affluent and high-net-worth clients to exceed expectations, build long-term relationships, and collaborate with colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs) as part of the Citizens Private Client team. Success is measured by growth in investment assets, deposits, and lending balances, as well as client satisfaction.

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 time of hire.
Life, Health, and Accident Insurance licenses may be obtained within a specified timeline after 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).

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 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 high-touch client experiences.
Engage Wealth Advisors and Certified Financial Planners to help clients achieve their financial goals.
Partner with colleagues in Retail, Business Banking, Mortgage, and Wealth to provide a seamless client experience.
Use Salesforce CRM to track activity.
Support growth in net new investment assets in collaboration with Wealth Partners, new checking, savings, and CD deposits, and lending units and balances through mortgages, home equity lines, and securities-based lending.
Contribute to client satisfaction survey 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.