Private Client Relationship Manager

2 weeks ago

Stoughton, United States Citizens Full time
Description

Private Client Relationship Manager - Randolph, MA Hubbed Circuit:

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. 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. 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 SIE, Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses. At least two license required; additional licenses can be obtained within a defined period upon hire. Demonstrated success in a client-centric, proactive sales environment. Experience in cultivating relationships Success in new client acquisition, cultivating and maintaining relationships. Revenue generation, including but not limited to: Planning/banking/lending product referrals and sales and investment referrals. 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
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

    1 week ago

    Stoughton, Massachusetts, United States Citizens Financial Group, Inc. Full time

    About the RoleCitizens Financial Group, Inc. is seeking a skilled Private Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for building and maintaining relationships with our affluent and high-net-worth clients.Key ResponsibilitiesAcquire and retain new-to-wealth relationships through...

  • Client Success Manager

    3 weeks ago

    Stoughton, Massachusetts, United States PEAK Event Services Full time

    About the RoleThe Client Success Manager is a key member of the sales team at PEAK Event Services, responsible for onboarding new employees and assisting in the management of the sales team.Key ResponsibilitiesOnboard new employees with product and system trainingsAssist in the management of the sales teamEnsure clients receive answers quickly and the team...

  • Relationship Banker

    2 weeks ago

    Stoughton, Massachusetts, United States Bank of America Full time

    Job Title: Relationship BankerAt Bank of America, we are committed to helping our clients achieve their financial goals. As a Relationship Banker, you will play a critical role in building strong relationships with our clients and providing them with personalized banking solutions.Key Responsibilities:Engage with clients in the lobby to educate and assist...

  • Client Success Assistant Manager

    4 weeks ago

    Stoughton, Massachusetts, United States PEAK Event Services Full time

    Job OverviewAbout Our CompanyPEAK Event Services stands as the leading provider of event rentals and tenting solutions in the Northeast. Being part of the PEAK team means contributing to a culture that thrives on making significant moments unforgettable. We take pride in transforming our clients' visions into reality through meticulous planning, creativity,...

  • Assistant Manager- Client Success

    2 months ago

    Stoughton, United States PEAK Event Services Full time

    Job DescriptionJob DescriptionAbout UsPEAK Event Services is proud to be the premier event rental and tenting company in the Northeast! Joining the PEAK team means being part of a team that makes it happen. At PEAK, we find joy in bringing important moments to life. To our clients, it all feels like magic, but in reality, there’s a lot of work that goes...

  • Client Success Assistant Manager

    4 weeks ago

    Stoughton, Massachusetts, United States PEAK Event Services Full time

    Job TypeFull-timeDescriptionAbout UsPEAK Event Services stands as the leading event rental and tenting provider in the Northeast. Joining our team means becoming part of a dedicated group that brings significant moments to life. At PEAK, we take pride in creating memorable experiences for our clients, blending strategy, creativity, and determination to...

  • Assistant Manager- Client Success

    2 months ago

    Stoughton, United States PEAK Event Services Full time

    Job DescriptionJob DescriptionDescription:About UsPEAK Event Services is proud to be the premier event rental and tenting company in the Northeast! Joining the PEAK team means being part of a team that makes it happen. At PEAK, we find joy in bringing important moments to life. To our clients, it all feels like magic, but in reality, there’s a lot of work...

  • Clinical Relationship Manager

    4 weeks ago

    Stoughton, Wisconsin, United States Hope Community Resources, Inc Full time

    Clinical NavigatorFull-time positionPreferred qualifications include licensure in nursing or respiratory therapyAbout the RoleThe Clinical Navigator plays a pivotal role in establishing and nurturing referral connections, overseeing a designated territory, and conducting patient evaluations. This position involves making sales outreach and analyzing referral...

  • Client Relations Specialist

    4 weeks ago

    Stoughton, Wisconsin, United States Ruth Ann Murphy - State Farm Agent Full time

    Job OverviewPOSITION SUMMARY:As a Client Relations Specialist with Ruth Ann Murphy - State Farm Agent, you will play a pivotal role in creating outstanding client interactions that contribute to the success of our insurance agency. Your keen attention to detail, exceptional customer service abilities, and genuine desire to assist others make you an excellent...

  • Account Manager

    2 hours ago

    Stoughton, Wisconsin, United States Ruth Ann Murphy - State Farm Agent Full time

    Job OpportunityWe are seeking a highly motivated and customer-focused individual to join our team as an Account Manager at Ruth Ann Murphy - State Farm Agent.Job SummaryThe successful candidate will be responsible for establishing and maintaining strong relationships with clients, identifying their needs, and providing tailored solutions to meet those needs....

  • Client Support Specialist

    4 weeks ago

    Stoughton, Wisconsin, United States South Shore Staffing Full time

    Job OverviewWe are seeking a dedicated Client Support Specialist to enhance our customer service operations.Essential Qualifications:NetSuite Expertise: Proven experience with NetSuite is required.Communication Proficiency: Exceptional written and verbal communication skills are essential.Technical Skills: Proficiency in MS Office and familiarity with...

  • Commercial Lines Account Manager

    2 weeks ago

    Stoughton, Massachusetts, United States Jobot Full time

    Commercial Lines Account Manager Job Description **About the Role** We are seeking a seasoned Commercial Lines Account Manager to join our team at Jobot. As a key member of our team, you will be responsible for servicing and managing all aspects of our commercial insurance clients' needs. This is an incredible opportunity to work with a fast-paced,...

  • Client Support Specialist

    4 weeks ago

    Stoughton, Wisconsin, United States South Shore Staffing Full time

    Job OverviewEssential Qualifications: Must possess experience with NetSuite, offering a competitive salary of $45K annually.Communication Proficiency: Strong written and verbal communication skills are required.Technical Skills: Proficiency in MS Office and familiarity with NetSuite is essential.Accounts Receivable Responsibilities: Manage current...

  • Electrical Project Manager

    3 weeks ago

    Stoughton, Wisconsin, United States Gpac Full time

    About the Role:This is a key position within Gpac, responsible for managing and mentoring a team of electrical professionals. The successful candidate will have a strong background in electrical construction project management, with a proven track record of delivering projects on time and within budget.Key Responsibilities:Manage and coordinate electrical...

  • Food Service Operations Manager

    4 weeks ago

    Stoughton, Wisconsin, United States New Horizon Foods Full time

    About the RoleWe are seeking a highly skilled and motivated Dining Services Director to lead our culinary team at New Horizon Foods. As a key member of our team, you will be responsible for guiding our team towards the goals of the dining department.Key Responsibilities:Menu Development: Develop and implement menus that meet the dietary needs and preferences...

  • Client Service Representative w/Animal Experience

    4 months ago

    Stoughton, United States VCA Animal Hospitals Full time

    We are seeking a Client Service Representative with experience in the animal field to join our team. At VCA Animal Hospitals, we take our mission statement your pets health is our top priority and excellent service is our goal very seriously. With every opportunity, we aim to exceed each pet owners expectations. Were looking for a personable yet highly...

  • Client Service Representative w/Animal Experience

    4 months ago

    Stoughton, United States VCA Animal Hospitals Full time

    We are seeking a Client Service Representative with experience in the animal field to join our team. At VCA Animal Hospitals, we take our mission statement your pets health is our top priority and excellent service is our goal very seriously. With every opportunity, we aim to exceed each pet owners expectations. Were looking for a personable yet highly...

  • Client Service Representative

    1 week ago

    Stoughton, Massachusetts, United States VCA Animal Hospitals Full time

    About the RoleWe are seeking a highly skilled Client Service Representative with experience in the animal field to join our team at VCA Animal Hospitals.Key ResponsibilitiesProvide exceptional customer service to clients, including greeting visitors, answering telephones, and assisting with their pets' needs.Schedule and confirm appointments, place outbound...

  • Culinary Operations Manager and Event Supervisor

    4 weeks ago

    Stoughton, Wisconsin, United States Stoughton Country Club Full time

    Job OverviewPosition: Culinary Operations Manager and Event SupervisorType: Part-Time/Full-Time (Flexible Schedule Required)We are in search of a skilled and adaptable Culinary Operations Manager and Event Supervisor. This dual-role position is ideal for a proactive individual who excels in a vibrant atmosphere and has a passion for both the culinary arts...

  • Electrical Project Manager

    1 week ago

    Stoughton, Wisconsin, United States gpac Full time

    Electrical Project Manager Job Description **Job Summary:** We are seeking an experienced Electrical Project Manager to lead our team in delivering high-quality electrical construction projects. The successful candidate will have a proven track record of managing projects from start to finish, ensuring timely completion, and exceeding customer...