Private Client Relationship Manager

2 weeks ago

WARWICK, 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.

#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. 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

    6 days ago

    warwick, 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

    Warwick, 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 months ago

    Warwick, 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

    2 weeks ago

    WARWICK, 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

    2 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

    1 week ago

    West Warwick, 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

    West Warwick, RI, 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....

  • Client Relationship Builder

    3 weeks ago

    Warwick, Rhode Island, United States Tradesmen International Full time

    Job SummaryWe are seeking an experienced Account Executive to join our team at Tradesmen International. This role involves developing and maintaining strong relationships with our clients, identifying new business opportunities, and driving sales growth.Key ResponsibilitiesSales Performance: Maintain and exceed sales goals, communicate client needs to the...

  • Client Accounting Services Supervisor

    3 weeks 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...

  • Client Accounting Services Supervisor

    3 weeks 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...

  • Client Accounting Services Supervisor

    1 week 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...

  • Emergency Department Nurse

    4 weeks ago

    Warwick, United States HealthEcareers - Client Full time

    HealthEcareers - Client is seeking a skilled Emergency Department Nurse for a travel nursing assignment. This opportunity is ideal for a dedicated and compassionate RN who is passionate about delivering high-quality patient care in emergency situations.Job DetailsSpecialty: Emergency DepartmentDiscipline: Registered Nurse (RN)Duration: 13 weeksShift: 12...

  • Insurance Portfolio Manager

    4 weeks ago

    Warwick, United States City Personnel Full time

    Job OverviewWe are seeking a highly skilled and detail-oriented Commercial/Personal Lines Account Manager to join our team at City Personnel. As a key member of our insurance team, you will be responsible for managing a diverse portfolio of property and casualty insurance accounts, ensuring the highest level of service and client satisfaction.Key...

  • Airport Operations Manager

    4 weeks ago

    Warwick, United States ABM Industries Full time

    OverviewWe are seeking a visionary leader to oversee daily airport passenger services operations, focusing on delivering exceptional customer service while ensuring safety, security, and efficiency.This leadership role involves managing a large team, fostering positive relationships with clients, and providing strategic oversight on budgeting and financial...

  • Operations Manager

    3 weeks ago

    Warwick, United States Auto Driveaway Franchise Systems LLC Full time

    Job Type Full-timeDescriptionAuto Driveaway, one of the largest professional driveaway companies in the US, is seeking an energetic, safety-focused Operations Manager to execute dispatch operations at our Warwick, RI location.Auto Driveaway is a leading national provider of professional vehicle relocation services. Auto Driveaway primarily serves large...

  • Part Time Client Care Coordinator

    1 month ago

    Warwick, United States Furry Fellas Pet Service LLC Full time

    Job OpportunityFurry Fellas Pet Service LLC is seeking a skilled Client Care Coordinator to join our team on a part-time basis. As a Client Care Coordinator, you will be responsible for providing exceptional customer service to our clients and their pets.Key Responsibilities:Scheduling reservations and arranging pet care coverageAnswering clients' and...

  • Airport Operations Manager

    4 weeks ago

    Warwick, United States ABM Industries Full time

    Leadership Opportunity:ABM Industries is seeking a seasoned General Manager to lead our Passenger Services team. As a key member of our leadership team, you will be responsible for overseeing daily airport operations, ensuring exceptional customer service, and driving business growth.Key Responsibilities:Lead and motivate a diverse team of up to 100 staff...

  • Sales Manager

    1 month ago

    Warwick, United States SpringHill Suites Full time

    OverviewThe Sales Manager is responsible for the daily sales efforts as well as soliciting new business to ensure the hotel meets and exceeds all revenue goals. This position is also responsible for soliciting new accounts and maintaining relationships with existing ones to meet and exceed revenue goals in rooms, food, beverage, and meeting room rental....

  • Director of Nursing

    4 months ago

    Warwick, United States HealthEcareers - Client Full time

    Ortho Rhode Island is a world-class group of talented providers and professionals, all working together to offer value and quality in everything we do. Each Ortho Rhode Island team member is dedicated to thinking like a patient, and to offering the best experience in our industry, driven by our core values: delivering on our word, respecting each other,...

  • Senior Insurance Account Manager

    1 month ago

    West Warwick, Rhode Island, United States Criterion Executive Search Full time

    Job OverviewCriterion Executive Search is seeking a seasoned Senior Insurance Account Manager to lead our Personal Lines team. As a key member of our team, you will be responsible for managing a high-volume personal lines book, overseeing renewals, policy changes, claims, and billing with a focus on client retention and satisfaction. This role involves...