Private Client Relationship Manager
1 month ago
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.
Upcoming Start Date:
Hours & Work Schedule
Hours per Week: 40
Work Schedule: M-F
#li-Jh1
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 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 month ago
Fairhaven, United States Citizens Full timeJob 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
Fairhaven, Massachusetts, United States Citizens Full timeJob SummaryCitizens is seeking a 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. You will work closely with our team of Certified Financial Planners and Financial Advisors to provide tailored...
-
Business Development Manager
4 weeks ago
Fairhaven, Massachusetts, United States Fuchs Lubricants Full timeJob Title: Business Development Manager - Thermal MaterialsWe are seeking a highly motivated and experienced Business Development Manager to join our team at Fuchs Lubricants. As a Business Development Manager, you will be responsible for identifying and pursuing new business opportunities in the thermal interface materials market.Key...
-
Manager-Population Health Care Management
2 months ago
Fairhaven, United States Southcoast Health System Full timeOverview: Community Focused. Care Driven. Join Southcoast Health, where your future is as promising as the care we provide. Our commitment to each other, our patients, and our community is more than a mission - its our way of life, and youll be at the heart of it. Southcoast Health is a not-for-profit, charitable, health system with multiple hospitals,...
-
Population Health Care Manager
1 month ago
Fairhaven, Massachusetts, United States Southcoast Health System Full timeJob Title: Manager-Population Health Care ManagementAbout the Role:We are seeking a highly skilled and experienced Manager-Population Health Care Management to join our team at Southcoast Health System. As a key member of our healthcare team, you will be responsible for overseeing the development and implementation of population health care management...
-
Therapist Career Opportunities
6 days ago
Fairhaven, Massachusetts, United States FOX Rehabilitation Full timeRole OverviewWe are seeking a highly skilled Speech Language Pathologist to join our team at FOX Rehabilitation. As a Speech Language Pathologist, you will have the opportunity to work with clients in a 1:1 setting, providing speech therapy services to help abolish ageism and drive rewarding patient outcomes.What We OfferFOX Rehabilitation is a primarily...
-
Fairhaven, Massachusetts, United States Fuchs Lubricants Full timeJob OverviewFUCHS Lubricants Co. is seeking a highly skilled Business Development Manager to lead our thermal materials business. As a key member of our sales team, you will be responsible for identifying new opportunities for growth within the thermal interface materials market, particularly in the segments of power electronics, telecommunications,...
-
Home Caregiver
2 weeks ago
Fairhaven, Massachusetts, United States Senior Helpers Full timeSenior Helpers- Southeastern, MA is seeking caring and compassionate certified caretakers (PCA, HHA, CNA) to work with our clients within their homes.We strive to be a trusted resource for families and clients alike when providing care. To build a strong client and caretaker relationship, we aim to keep a low client to caregiver ratio (1:1 or 2:1).As a...
-
Population Health Care Manager
2 months ago
Fairhaven, Massachusetts, United States Southcoast Health System Full timeAbout the RoleSouthcoast Health System is seeking a highly skilled Population Health Care Manager to join our team. As a key member of our care management team, you will be responsible for overseeing the provision of evidence-based, cost-effective case management services related to all aspects of population health management.Key ResponsibilitiesUnder the...
-
Global Key Account Manager
2 weeks ago
Fairhaven, Massachusetts, United States Fuchs Lubricants Full timeJob OverviewFUCHS Lubricants is seeking a highly skilled Global Key Account Manager to join our team. As a key member of our sales team, you will be responsible for managing and developing business relationships with key accounts in the medical field.Key Responsibilities:Proactively develop business opportunities with existing and new key accounts.Operate in...
-
Population Health Care Management Director
2 months ago
Fairhaven, Massachusetts, United States Southcoast Health System Full timeAbout the RoleSouthcoast Health System is seeking a highly skilled Population Health Care Management Director to join our team. As a key member of our leadership team, you will be responsible for overseeing the development and implementation of our Care Management Program.Key ResponsibilitiesDevelop and maintain an evidence-based, highly effective care...
-
Business Development Manager for Thermal Materials
2 months ago
Fairhaven, Massachusetts, United States Fuchs Lubricants Full timeAbout the RoleWe are seeking a highly motivated and experienced Business Development Manager to join our team at FUCHS Lubricants. As a key member of our sales team, you will be responsible for identifying and developing new business opportunities in the thermal interface materials market.Key ResponsibilitiesExplore and identify new opportunities for growth...
-
Fairhaven, Massachusetts, United States Fuchs Lubricants Full timeAbout the RoleFUCHS Lubricants is seeking a highly motivated and experienced Business Development Manager to join our team. As a key member of our sales team, you will be responsible for identifying and developing new business opportunities in the thermal interface materials market.Key ResponsibilitiesExplore and identify new opportunities for growth within...
-
Soccer Coach
2 weeks ago
Fairhaven, Massachusetts, United States Dribbler Full timeJob OpportunityDribbler, a leading private soccer training provider, is seeking a skilled soccer coach to join our team in Fairhaven, MA. As a soccer coach, you will be responsible for providing high-quality training sessions to players of all ages and skill levels.We offer a flexible schedule, allowing you to choose when and where you want to work. Our...
-
Thermal Materials Business Development Manager
2 weeks ago
Fairhaven, Massachusetts, United States Fuchs Lubricants Full timeAbout the RoleFuchs Lubricants is seeking a highly skilled Business Development Manager to lead our thermal materials sales efforts. As a key member of our team, you will be responsible for identifying new opportunities for growth within the market for thermal interface materials, particularly in the segments of power electronics, telecommunications,...
-
Home Caregiver
1 month ago
Fairhaven, Massachusetts, United States Senior Helpers Full timeJoin Our Team of Compassionate CaregiversWe are seeking caring and compassionate certified caregivers (PCA, HHA, CNA) to work with our clients within their homes.Our clients are located in SEEKONK, FAIRHAVEN, and SOMERSET, and we strive to provide a trusted resource for families and clients alike when providing care.We prioritize work-life balance and offer...
-
Fairhaven, Massachusetts, United States Fuchs Lubricants Full timeAbout the RoleWe are seeking a highly motivated and experienced Business Development Manager to join our team at FUCHS Lubricants. As a key member of our sales team, you will be responsible for identifying and developing new business opportunities in the thermal interface materials market.Key ResponsibilitiesExplore and identify new opportunities for growth...
-
Home Caregiver
3 weeks ago
Fairhaven, Massachusetts, United States Senior Helpers Full timeSenior Helpers- Southeastern, MA Job OpportunityWe are seeking compassionate and certified caregivers to work with our clients in their homes, providing trusted care and support.Key Responsibilities:Provide high-quality care and support to clients in their homesBuild strong relationships with clients and their familiesWork collaboratively with our team to...
-
Onsite Coordinator
2 weeks ago
Fairhaven, United States Manpower Full timeWe are seeking an Onsite Coordinator to join our growing team at Acushnet. Our mission is to delivery exceptional talent solutions to support our clients success through a strategic approach. We are looking for someone who enjoys working with others, assisting with Human Resource tasks, has attention to detail and is looking for a role that is different...
-
Onsite Coordinator
2 weeks ago
Fairhaven, United States Manpower Full timeJob DescriptionJob DescriptionWe are seeking an Onsite Coordinator to join our growing team at Acushnet. Our mission is to delivery exceptional talent solutions to support our clients success through a strategic approach. We are looking for someone who enjoys working with others, assisting with Human Resource tasks, has attention to detail and is looking for...
