Private Client Relationship Manager

2 days ago

Warwick, United States Citizens Full time

Job Description:

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 SIE, Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses. At least two licenses required; additional licenses can be obtained within a specific time 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 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. #LI-JH1 Upcoming Start Date: 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 are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day. 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 UsAt 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

    3 months ago

    Warwick, United States Citizens Full time

    Job DescriptionDescriptionAt 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...

  • Private Client Relationship Manager

    3 weeks ago

    Warwick, United States Citizens Full time

    Job DescriptionDescriptionAt Citizens, 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 capabilities.  Citizens Private Client provides personalized, world class financial planning and...

  • Private Client Relationship Manager

    3 weeks ago

    West Warwick, United States Citizens Full time

    Job DescriptionDescriptionAt Citizens, 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 capabilities.  Citizens Private Client provides personalized, world class financial planning and...

  • Client Acquisition Executive

    3 days ago

    Warwick, Rhode Island, United States Tradesmen International Full time

    Job Description:Create and grow sales through effective client relationships and prospecting efforts.Maintain and exceed sales goals set by the company.Educate clients about the relationship between highly skilled variable workforce and productivity and profitability.The Account Executive plays a crucial role in our sales team, responsible for generating new...

  • Client Accounting Services Supervisor

    1 month ago

    Warwick, United States CyberCoders Full time

    Position OverviewThe Client Accounting Services Supervisor will oversee the delivery of high-quality outsourced accounting services to a diverse portfolio of clients. This role is responsible for managing a team of accountants, ensuring compliance with accounting standards, and fostering strong client relationships to enhance service delivery and client...

  • Luxury Financial Services Professional

    2 weeks ago

    Warwick, United States Citizens Full time

    Job SummaryCitizens Private Client Relationship ManagerWe are seeking a seasoned Luxury Financial Services Professional to join our team as a Private Client Relationship Manager. As a key member of our Core Banking Division, you will engage directly with affluent and high-net-worth clients to deliver tailored financial solutions that address their unique...

  • Intensive Care Unit Nurse Professional

    3 weeks ago

    Warwick, United States HealthEcareers - Client Full time

    GQR Healthcare is a well-established healthcare staffing agency seeking experienced Intensive Care Unit nurses for a 13-week travel nursing assignment in Rhode Island. This opportunity provides the chance to work with a reputable health system and contribute to delivering exceptional patient care.Compensation and BenefitsThe estimated salary for this...

  • Critical Care Travel Nurse

    3 weeks ago

    Warwick, United States HealthEcareers - Client Full time

    Travel Nurse OpportunityWe are seeking a dedicated and compassionate travel nurse to join our team in Rhode Island.About the RoleSpecialty: Emergency DepartmentDiscipline: RNDuties:Treat patients experiencing trauma or injury in emergency situations.Recognize life-threatening problems and provide immediate solutions.Work in various healthcare settings,...

  • Private Duty Nurse Career Opportunities

    3 weeks ago

    Warwick, Rhode Island, United States Maxim Healthcare Services Full time

    OverviewMaxim Healthcare Services is a leading provider of home healthcare services with over 30 years of experience. Our team of skilled nurses, therapists, and caregivers help patients of all ages maintain their independence and quality of life in the comfort of their own homes.About the RoleWe are seeking highly skilled Registered Nurses (RNs) to join our...

  • Private Practice Mental Health Therapist Opportunity

    3 weeks ago

    Warwick, United States Headway Full time

    Company OverviewHeadway is a leading provider of mental health services, dedicated to revolutionizing the way clinicians practice and patients receive care.Salary$95-$120 per hour, ensuring competitive compensation for your expertise.Job DescriptionWe are seeking licensed mental health therapists to join our network, providing flexible and remote...

  • Client Care Representative

    3 days ago

    Warwick, United States Furry Fellas Pet Service LLC Full time

    Job OverviewFurry Fellas Pet Service LLC is seeking a skilled Client Care Coordinator to join our team. As a remote employee, you will work from the comfort of your own home, providing exceptional customer service and administrative support.This part-time position requires 5-15 hours of work per week, spread across 2-4 days. You will be responsible for...

  • Program Director Operations Manager

    2 weeks ago

    Warwick, Rhode Island, United States MTM, Inc. Full time

    Company Overview">MTM, Inc. is a dynamic and collaborative organization that aims to transform the healthcare industry by providing innovative transportation solutions. Our mission is to break down barriers and create communities without limitations.">Job Description">The Assistant Program Director plays a critical role in ensuring the successful performance...

  • Private Duty Nurse

    3 weeks ago

    Warwick, Rhode Island, United States Maxim Healthcare Services Full time

    About Maxim Healthcare ServicesWe pride ourselves on delivering exceptional care to patients in the comfort of their own homes. With over 30 years of experience, our team of skilled nurses, therapists, and caregivers provide a range of services to meet the unique needs of individuals and families.Job SummaryWe are seeking a compassionate and dedicated...

  • Program Management Director

    3 weeks ago

    Warwick, Rhode Island, United States MTM Full time

    At MTM, we are committed to transforming the communities we serve through innovative solutions and exceptional leadership. We are seeking a seasoned Program Management Director to join our growing team in Warwick, RI. About the RoleThis exciting opportunity offers the chance to lead high-performing teams and drive operational excellence in Medicaid...

  • General Manager

    3 months ago

    Warwick, United States Wendy's Full time

    Why Wendy's Under the direction of a District Manager, the General Manager is responsible for the restaurant's daily operations, including, but not limited to: •Maintain day-to-day financial controls •Create and manage staff schedules •Interview, hire, train and orientate team •Oversee coaching, counseling, and developing staff and managing team...

  • Home Care RN Case Manager

    3 weeks ago

    Warwick, United States Saint Elizabeth Community Full time

    Home Care - RN Case Manager for NORTHERN RHODE ISLAND 40 hours per week | Day shift | Salaried Experience the Impact That One-on-One Caregiving Provides To Both the Client and the Caregiver! Saint Elizabeth Home Care employees work one-on-one with our clients in their homes, creating the opportunity to develop truly impactful relationships and provide...

  • Commercial Insurance Risk Management Specialist

    3 weeks ago

    West Warwick, Rhode Island, United States World Insurance Associates, LLC. Full time

    World Insurance Associates LLC: Commercial Insurance Risk Management SpecialistWe are seeking a skilled Commercial Insurance Risk Management Specialist to join our team at World Insurance Associates LLC. In this role, you will be responsible for identifying and prospecting new business opportunities, cultivating relationships with existing clients, and...

  • Airport Operations Manager

    2 weeks ago

    Warwick, RI, United States ABM Industries Full time

    Job SummaryAs a General Manager of Passenger Services, you will be responsible for leading a team of up to 100 staff members in delivering exceptional customer service while ensuring safety, security, and efficiency. Your leadership skills, problem-solving abilities, and communication skills will be essential in building strong relationships with clients,...

  • Licensed Mental Health Therapist

    2 months ago

    warwick, United States Headway Full time

    Remote Licensed Mental Health Therapist (LMHT)Wage: Between $95-$120 an hour Are you a Licensed Mental Health Therapist looking to launch a private practice, or grow your existing practice? Headway can help you earn more through insurance! Headway supports thousands of mental health clinicians across the United States in our mission to rewire the mental...

  • Tax Manager

    3 weeks ago

    Warwick, United States Robert Half Full time

    Job DescriptionJob DescriptionWe are offering a long-term contract employment opportunity for a Tax Manager located in Warwick, Rhode Island, 02886, United States. In this role, you will be expected to manage multiple tasks and responsibilities within the tax and financial services industry.Responsibilities:• Accurate processing and preparation of...