Private Client Relationship Manager

1 week ago

NORTH ATTLEBORO, United States Citizens Full time
p>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. 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.
  • 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.
  • Excellent written and verbal communication skills
  • Knowledge of industry regulatory requirements to ensure a sound control environment.

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. 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.p>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.

  • Private Client Relationship Manager

    2 weeks ago

    North Attleboro, 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...

  • Private Client Relationship Manager

    1 week ago

    north attleboro, 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 goals....

  • Private Client Relationship Manager

    1 week ago

    NORTH ATTLEBORO, 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 goals....

  • Private Client Relationship Manager

    7 days ago

    north attleboro, 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 goals....

  • Private Client Relationship Manager

    4 weeks ago

    Attleboro, Massachusetts, United States Citizens Full time

    About the RoleAs a Private Client Relationship Manager at Citizens, you will play a vital role in deepening relationships with our affluent and high-net-worth clients. Your primary responsibility will be to engage directly with these clients, exceeding their expectations by thinking long-term and collaborating with colleagues to provide tailored financial...

  • Private Client Relationship Manager

    7 days ago

    North Attleboro, MA, 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

    2 weeks ago

    North Providence, 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...

  • Private Client Relationship Manager

    1 week ago

    North Attleborough, 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 goals....

  • Private Client Relationship Manager, Barrington

    2 months ago

    North Providence, 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...

  • Private Client Financial Advisor

    2 months ago

    NORTH WALTHAM, United States Citizens Full time

    DescriptionCitizens employs a group of experienced advisors that help individuals and families attain their financial goals.  Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals.  The Citizens PCFA is a...

  • Tax Senior Manager Private Client Services

    4 weeks ago

    North Branch, Minnesota, United States CohnReznick Full time

    CohnReznick is a leading professional services and business advisory firm that fosters teams in Advisory, Assurance, and Tax services that value innovation and collaboration.We are currently seeking a Senior Tax Manager to join our Private Client Services practice in a hybrid capacity through our Sunrise office.This position is considered hybrid, which means...

  • Client Relationship Associate

    2 weeks ago

    North Bend, United States Civista Bank Full time

    Civista Bank Description: Position Purpose: A Personal Banker II (PB II) is responsible for maintaining and building customer relationships by providing an exceptional customer experience. A PB II is also responsible for opening new accounts, completing loan applications and responding to customer inquiries and requests while identifying opportunities to...

  • Client Relationship Associate

    3 weeks ago

    North Bend, United States Disability Solutions Full time

    Civista BankDescription:Position Purpose:A Personal Banker II (PB II) is responsible for maintaining and building customer relationships by providing an exceptional customer experience. A PB II is also responsible for opening new accounts, completing loan applications and responding to customer inquiries and requests while identifying opportunities to expand...

  • Financial Planning Specialist

    1 month ago

    North Little Rock, Arkansas, United States Aspire Private Capital Full time

    Job OpportunityWe are seeking a highly skilled and experienced Financial Consultant to join our team at Aspire Private Capital. As a Comprehensive Wealth Management firm, we specialize in holistic wealth management encompassing Investment, Tax and Estate Planning. Our ideal candidate will have a strong background in building relationships, uncovering client...

  • Territory Manager

    3 weeks ago

    North Attleboro, United States Heritage Wholesalers Full time

    We provide teamwork, support and autonomy to our sales team. You can develop your territory, build lasting business relationships and earn a base pay with uncapped commissions and more. In our industry, we sell to repeat customers (mostly contractors and builders), which will allow you to use your relationship selling skills to build a large pipeline of...

  • Territory Manager

    3 weeks ago

    North Attleboro, United States Heritage Wholesalers Full time

    We provide teamwork, support and autonomy to our sales team. You can develop your territory, build lasting business relationships and earn a base pay with uncapped commissions and more. In our industry, we sell to repeat customers (mostly contractors and builders), which will allow you to use your relationship selling skills to build a large pipeline of...

  • Territory Manager

    3 months ago

    North Attleboro, United States Heritage Wholesalers - North Attleboro Full time

    We provide teamwork, support and autonomy to our sales team. You can develop your territory, build lasting business relationships and earn a base pay with uncapped commissions and more. In our industry, we sell to repeat customers (mostly contractors and builders), which will allow you to use your relationship selling skills to build a large pipeline of...

  • Territory Manager

    6 months ago

    North Attleboro, United States Heritage Wholesalers - North Attleboro Full time

    Job DescriptionWe provide teamwork, support and autonomy to our sales team. You can develop your territory, build lasting business relationships and earn a base pay with uncapped commissions and more. In our industry, we sell to repeat customers (mostly contractors and builders), which will allow you to use your relationship selling skills to build a large...

  • Commercial Business Development Manager

    3 weeks ago

    North Attleboro, United States Paul Davis Restoration of Boston Metro West, MA Full time

    Paul Davis Restoration, Inc. is a national franchise organization that provides property damage emergency services, restoration, and reconstruction services for residential and commercial properties due to water, fire, mold, storm and other disasters. The Paul Davis Network is made up of more than 340 franchises and Company Owned Operations across the US and...

  • Portfolio Manager

    4 weeks ago

    Attleboro, United States Gpac Full time

    Here at gpac we are working with a financial institution that is looking for a Banking Portfolio Manager to join their growing team. As a portfolio manager, your main responsibility will be to oversee and manage a portfolio of banking clients, ensuring their satisfaction and profitability. You will act as a key point of contact for clients, providing expert...