Private Client Relationship Manager

3 months ago

Valley Stream, United States Citizens Full time
Description

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
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.

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

    4 months ago

    Valley Stream, United States Citizens Financial Group, Inc. Full time

    At 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 p Relationship Manager, Client Relations, Relationship, Manager, Private, Financial Advisor, Business Services

  • Private Client Relationship Manager

    4 weeks ago

    VALLEY STREAM, United States Citizens Full time

    DescriptionAt 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...

  • Private Client Relationship Manager

    3 weeks ago

    Valley stream, United States Citizens Full time

    DescriptionAt 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 Manager

    6 days ago

    Carol Stream, Illinois, United States Dan Castro State Farm Agency Full time

    Join Our Team: Client Relationship Manager at Dan Castro State Farm AgencyAre you eager to be part of a vibrant team? Dan Castro State Farm Agency is seeking a dedicated professional with a strong commitment to client satisfaction to join our organization.Position Overview:Generate potential leads, arrange meetings, assess client requirements, and advocate...

  • Client Manager, Private Client Services

    2 months ago

    Union Valley, Texas, United States Marsh Full time

    Marsh McLennan Agency Client Manager, Private Client Services (Personal Insurance) Our not-so-secret sauce.Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 9,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every...

  • Client Relationship Manager

    14 hours ago

    Hunt Valley, Maryland, United States Systems Alliance Full time

    Job OverviewSalary: CompetitiveSystems Alliance is a leading software as a service (SaaS) provider dedicated to empowering manufacturers in creating autonomous teams that drive improved business results. If you are passionate about making a meaningful difference in both people's lives and business operations, consider a role in our expanding Client Success...

  • Client Relationship Specialist

    16 hours ago

    Union Valley, Texas, United States Aquilance, LLC Full time

    Job OverviewPosition: Client Relationship SpecialistI ‐ About Aquilance, LLCAquilance, LLC is a distinguished firm dedicated to addressing the intricate accounting and administrative requirements of affluent families and family offices. Our team is passionate and possesses extensive expertise in providing guidance to some of the most successful families...

  • Client Relationship Specialist

    6 days ago

    Apple Valley, California, United States Bank of America Full time

    Position Overview The role of a Client Relationship Specialist is pivotal in establishing and nurturing connections with clients at our financial center. This position entails identifying the banking requirements of both individual and small business clients, providing tailored solutions, and facilitating introductions to specialized services. Key...

  • Client Relationship Manager

    6 days ago

    Simi Valley, California, United States Jayson Wimmer - State Farm Agent Full time

    Job OverviewPosition Summary:Are you a personable and service-oriented individual? Do you thrive in engaging with clients? If so, a career with a State Farm independent contractor agent could be a perfect fit for you. State Farm agents exclusively promote State Farm insurance and financial service offerings.Key Responsibilities:Build and maintain customer...

  • Relationship Manager

    3 months ago

    Hunt Valley, United States Aquilance, LLC Full time

    Job DescriptionJob DescriptionRelationship ManagerI ‐ About the FirmThe Firm is an established business that serves the complex accounting and administrative needs of wealthy families and family offices. It is comprised of a team with both passion and deep-rooted experience in advising the most successful families in the world.The Firm provides bill...

  • Private Client Data Conversion Specialist

    2 weeks ago

    Golden Valley, United States Marsh & McLennan Companies Full time

    Employer Industry: Insurance Why Consider this Job Opportunity: Salary up to $101,700 Opportunity for career advancement and growth within the organization Remote work flexibility Generous time off for personal and volunteering Stock purchase opportunities What to Expect (Job Responsibilities): Support the conversion of private client data into MMA Agency...

  • Bilingual Client Relationship Specialist

    19 hours ago

    Central Valley, New York, United States Acne Studios Full time

    About Acne StudiosAcne Studios is a forward-thinking luxury brand that thrives on collaboration and innovation. We are committed to excellence and value the contributions of every team member, encouraging feedback to foster personal and professional growth. Our goal is to minimize our environmental footprint while addressing societal challenges through our...

  • Client Services Manager

    1 month ago

    Fountain Valley, United States TWINING LABORATORIES OF SO. CAL. Full time

    Twining Holdings, LLC, an innovative engineering, materials testing, and inspection company, is seeking a Client Services Manager to cover the Los Angeles and Orange County Area market. The successful candidate will work with the Twining executive team, Los Angeles and Orange County sales and Marketing Department, as well as the Operations team to serve...

  • Client Services Manager

    1 month ago

    Fountain Valley, California, United States TWINING LABORATORIES OF SO. CAL. Full time

    Twining Holdings, LLC, an innovative engineering, materials testing, and inspection company, is seeking a Client Services Manager to cover the Los Angeles and Orange County Area market. The successful candidate will work with the Twining executive team, Los Angeles and Orange County sales and Marketing Department, as well as the Operations team to serve...

  • J.P. Morgan Wealth Management

    3 months ago

    Simi Valley, United States JPMorgan Chase & Co. Full time

    At . Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front...

  • Client Relationship Specialist- La Jolla, CA

    3 months ago

    Valley Center, United States Charles Schwab Full time

    Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service...

  • Client Relationship Specialist- La Jolla, CA

    3 months ago

    Pauma Valley, United States Charles Schwab Full time

    Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service...

  • Client Relationship Specialist- La Jolla, CA

    3 months ago

    Pauma Valley, United States Charles Schwab Full time

    Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service...

  • Relationship Management Associate

    6 days ago

    Jefferson Valley, United States Charles Schwab Full time

    Position Type: RegularYour OpportunityAt Charles Schwab, you are empowered to make a significant impact on your career. Here, innovative thinking meets creative problem-solving, enabling us to transform the finance industry collaboratively.Our branch network is a vital part of the broader Investor Services organization, primarily dedicated to assisting...

  • Client Services

    3 days ago

    Valley Stream, United States Platinum Filings LLC Full time

    Platinum Filings is a global provider of due diligence, corporate, and compliance-based services for industry professionals. We specialize in searching, filing, and retrieving public records both nationally and globally. We serve leading law firms, large corporations and financial institutions with industry disrupting speed and efficiency. Innovation is at...