Private Client Relationship Manager-Rochester
2 months ago
At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial goals.
Our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our excellent capabilities. Citizens is the bank that stands and grows with its clients. As part of the Core Banking Division, Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development and ongoing practice management support.
As a Citizens Private Client Relationship Manager, you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing and collaborating with other colleagues. The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners®, create the Citizens Private Client team. They provide a tailored expertise to a defined book of affluent and high-net-worth clients. As part of this team, you will provide the banking and lending solutions necessary to help clients save and grow their assets in a tax-efficient way, manage debt effectively, secure their income to live the lifestyle they dream of, protect their family for life's 'what-ifs' and prepare them to leave a legacy.
As a Private Client Relationship Manager, you will be responsible for acquiring, broadening, deepening and retaining affluent and high-net-worth relationships. You will do this by proactively engaging these clients on a regular basis in deep discovery conversations and delivering a best-in-class client experience. Leading with financial planning requires you to offer our full value proposition and allows the client to utilize those personalized financial solutions that address their specific financial needs.
Primary responsibilities include
Acquire qualified, new-to-wealth relationships through leads and by developing internal and external referral sources to introduce to the Private Client value proposition Perform regular, proactive outreach to manage, deepen and retain the relationships, creating remarkable experiences Conduct thorough discovery to understand family dynamics, goals and objectives and current financial situation, becoming the client's trusted relationship manager Engage with Certified Financial Planners and Financial Advisors to create and analyze the client's financial plan and strategize on how to present the breadth of Citizens solutions across banking, lending, and partner with the Advisor for investments to help clients reach their financial goals Introduce appropriate opportunities to segment partners, based on their financial goals, including but not limited to Financial Advisor, Wealth Advisor, Home Loan Officer, Small Business Partners, etc. Provide regular, value-added engagement with clients of the Private Client Group: high-touch, face-to-face or virtual meetings, consistent communication, access to financial education materials, etc. Leverage Salesforce CRM tool to document client interactions in detail Build an activity-based business development plan centered around proactive outreach and follow-up behaviors
Qualifications, Education, Certifications and/or Other Professional Credentials
Bachelor's degree (preferred) or 3-5 years relevant equivalent experience Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses. At least one of these licenses is required; additional licenses can be obtained within a specific timeframe upon hire Demonstrated success in a client-centric, proactive sales environment Experience in cultivating relationships Success in new client acquisition, cultivating and maintaining relationships through exceptional service, and revenue generation, including but not limited to: Planning/banking/lending product referrals and sales and investment referrals Experience establishing and maintaining relationships with clients and internal partners Excellent written and verbal communication skills Knowledge of industry regulatory requirements to ensure a sound control environment
Hours & Work Schedule
Hours per Week: 40 Work Schedule: M-F
Pay Transparency
The salary range for this position is $70k-90k per year plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit.
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.
Equal Employment and Opportunity Employer
Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.
Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
-
Private Client Relationship Manager-Rochester
3 weeks ago
Bloomfield hills, United States Citizens Full timeDescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, youll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial...
-
Client Relationship Specialist
6 days ago
Rochester, New York, United States Rochester Promotions Firm Full timeClient Relationship Specialist OpportunityAt Rochester Promotions Firm, we pride ourselves on building and maintaining robust connections with our clientele. As we embark on our growth journey, we are on the lookout for motivated individuals to enhance our Client Relations and Customer Service division. If you have a passion for customer engagement and...
-
Client Relationship Specialist
6 days ago
Rochester, New York, United States Rochester Promotions Firm Full timePosition OverviewAt Rochester Promotions Firm, we prioritize our valued clients and align with their aspirations for growth. Our achievements in fostering enduring and fruitful business partnerships stem from the unwavering commitment of our Client Relations and Customer Service Team. Their relentless dedication to delivering exceptional service has...
-
Client Relationship Manager
6 days ago
Rochester, Minnesota, United States Carlson Capital Management Full timePosition OverviewSalary: At Carlson Capital Management (CCM), we provide a comprehensive, client-focused wealth management service that exemplifies exceptional care and adheres to the highest fiduciary standards in the industry. Our employee-owned firm specializes in tailored investment, estate, tax, retirement, insurance, and philanthropic planning for...
-
Private Client Relationship Manager-Royal Oak
3 weeks ago
Farmington hills, United States Citizens Full timeDescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, youll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial...
-
Rochester, United States Rochester Regional Health Full timeJoin America’s most progressive and collaborative health systems: Rochester Regional Health. We offer you an enriching opportunity to practice at a fully-integrated health system which focuses on delivering high quality, personalized care using a comprehensive and multi-disciplinary team approach. Join our culture of constant improvement and enjoy: -...
-
Rochester, New York, United States Rochester Regional Health Full timeJoin America's most progressive and collaborative health systems: Rochester Regional Health. We offer you an enriching opportunity to practice at a fully-integrated health system which focuses on delivering high quality, personalized care using a comprehensive and multi-disciplinary team approach.Join our culture of constant improvement and...
-
Rochester, United States Rochester Regional Health Full timeWhat is otolaryngology’s next advance? You. You are the future of a patient-focused otolaryngology practice where in harmony you oversee patient care and enjoy your personal life. With our new models of care, treatment and other innovative technologies, we empower you to lead and advance care in the communities we serve. Imagine joining a highly respected...
-
Rochester, United States Rochester Regional Health Full timePosition: Family Medicine PhysicianLocation: Center for Refugee Health, Rochester, NYOrganization: Rochester Regional HealthAbout Us:At Rochester Regional Health, we are committed to providing compassionate, high-quality healthcare to all members of our community. Our Center for Refugee Health is dedicated to serving the unique needs of refugee populations,...
-
Rochester, New York, United States Rochester Regional Health Full timePosition: Family Medicine PhysicianLocation: Center for Refugee Health, Rochester, NYOrganization: Rochester Regional HealthAbout Us:At Rochester Regional Health, we are committed to providing compassionate, high-quality healthcare to all members of our community. Our Center for Refugee Health is dedicated to serving the unique needs of refugee populations,...
-
Private Practice Counselor
5 months ago
Rochester, United States ROCHESTER AREA COUNSELING SERVICES Full timeJob DescriptionJob DescriptionFlexible opportunity to practice with a group of other private practice counselors in Rochester Hills, Michigan. Looking for a masters level counselor who wants to work in a hybrid setting (in person and virtual). Looking for a counselor who wants to work with a wide variety of clients (children, teens, couples, substance abuse,...
-
Client Relationship Banker
5 days ago
Rochester, Minnesota, United States Wells Fargo Full timeClient Relationship BankerWells Fargo is in search of a dedicated Client Relationship Banker who will play a crucial role in fostering long-term relationships with our clients. This position is essential in understanding client needs and providing tailored financial solutions.Location: Rochester, MinnesotaJob Type: Full TimeKey Responsibilities:Deliver...
-
Rochester, United States Rochester Regional Health Full timeYou are the future of patient-focused **Neurosurgery**. Come practice in one of America’s most progressive and collaborative health systems: Rochester Regional Health. We offer you a fully-integrated culture of personalized care that’s highly responsive and community-driven. Join our culture of innovation and enjoy: - **America's 100 Best Stroke Care**...
-
Epilepsy Full-Time position in Rochester, New York
2 months ago
Rochester, United States Rochester Regional Health Full time**Rochester Regional Health, a dynamic leader providing healthcare to the Greater Rochester and Finger Lakes regions, is seeking outstanding General Neurologists to join our growing integrated Neuroscience Center.** Rochester Regional Health’s Neuroscience Institute is dedicated to providing comprehensive care across our region integrating our...
-
Rochester, United States Rochester Regional Health Full timePosition: Family Medicine Physician Location: Center for Refugee Health, Rochester, NY Organization: Rochester Regional Health About Us: At Rochester Regional Health, we are committed to providing compassionate, high-quality healthcare to all members of our community. Our Center for Refugee Health is dedicated to serving the unique needs of refugee...
-
Private Banking Relationship Manager
6 days ago
Short Hills, New Jersey, United States Hispanic Technology Executive Council Full timeThe role of a Wealth Management Advisor is pivotal in the financial services sector, serving as a key professional who stays attuned to the latest developments in the industry and integrates them into their work and the organization. This position is recognized as a subject matter expert in the field, requiring a strong understanding of commercial dynamics....
-
Rochester, New York, United States Rochester Regional Health Full timeYou are the future of patient-focused Neurosurgery.Come practice in one of America's most progressive and collaborative health systems: Rochester Regional Health. We offer you a fully-integrated culture of personalized care that's highly responsive and community-driven.Join our culture of innovation and enjoy:- America's 100 Best Stroke Care - _Healthgrades_...
-
Psychiatry Full-Time position in Rochester, New York
3 months ago
Rochester, United States Rochester Regional Health Full timeAs a Psychiatrist with Rochester Regional Health, you are shaping the future of mental healthcare in central and western New York and making the lives of our patients better; easier and healthier. At Rochester Regional Health you can define your career goals, lead others and do incredible work. Join us and be part of a health system that truly improves the...
-
Client Relationship Banker
15 hours ago
Rochester, Minnesota, United States Wells Fargo Full timeClient Relationship BankerWells Fargo is seeking a dedicated Client Relationship Banker to join our team. In this role, you will play a crucial part in fostering long-term relationships with our clients by understanding their financial needs and offering tailored solutions.Location: Rochester, MinnesotaJob Type: Full TimeKey Responsibilities:Deliver...
-
Rochester, United States Rochester Regional Health Full timeYou are the future of patient-focused **Neurohospitalist Medicine**. Come practice in one of America’s most progressive and collaborative health systems: Rochester Regional Health. We offer you a fully-integrated culture of personalized care that’s highly responsive and community-driven. Join our culture of constant improvement and enjoy: * True **100%...
