Private Client Relationship Manager, Narragansett, RI

3 days ago

NARRAGANSETT, 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 taking the next step, 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 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.

Hours & Work Schedule

40 Hours a week

Monday-Friday

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 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, Narragansett, RI

    2 weeks ago

    NARRAGANSETT, 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, Narragansett, RI

    2 weeks ago

    Narragansett, 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, Narragansett, RI

    1 week ago

    Narragansett, 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, Narragansett, RI

    2 days ago

    Narragansett, 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, Narragansett, RI

    2 days ago

    Narragansett, 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...

  • Speech-Language Pathologist

    5 days ago

    Narragansett, Rhode Island, United States Soliant Full time

    Job Opportunity for a School Speech-Language PathologistJob Title: School Speech-Language Pathologist (SLP)Location: Narragansett, RIJob Type: ContractHours: Part time, 15 hrs/wkAbout the Role:We are seeking a passionate and experienced Speech-Language Pathologist to join our team at Soliant. As a School Speech-Language Pathologist, you will work with...

  • Private Client Relationship Manager

    12 hours ago

    Narragansett, Rhode Island, United States Citizens Full time

    About the RoleCitizens is seeking a highly skilled and experienced Private Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for acquiring, broadening, deepening, and retaining affluent and high-net-worth relationships.Key ResponsibilitiesAcquire qualified, new-to-wealth relationships through...

  • 3rd Grade Special Education Substitute Teacher Narragansett, RI

    1 month ago

    Narragansett, United States Soliant Full time

    Minimum 1+ years special education experience required.3rd Grade Special Education Substitute Teacher Narragansett, Rhode Island We are seeking a compassionate and dedicated Special Education Substitute Teacher for a 3rd-grade classroom. In this role, you'll provide tailored instruction and support to students with diverse learning needs, ensuring a...

  • Pharmacist Manager

    2 weeks ago

    Narragansett, United States HealthCare Support Full time

    Pharmacist Manager - Narragansett, RI HealthCare Support is actively seeking a Pharmacist Manager to fill a job opening. This role's location is in Narragansett, RI.Daily Responsibilities for Pharmacist Manager: The pharmacist provides routine and emergency comprehensive and accurate drug screening, information, processing, and dispensing services for...

  • Pharmacist Manager

    2 weeks ago

    Narragansett, United States HealthCare Support Full time

    Pharmacist Manager - Narragansett, RI HealthCare Support is actively seeking a Pharmacist Manager to fill a job opening. This role's location is in Narragansett, RI.Daily Responsibilities for Pharmacist Manager: The pharmacist provides routine and emergency comprehensive and accurate drug screening, information, processing, and dispensing services for...

  • Restaurant Help

    3 months ago

    Narragansett, United States Hook, Line & Pizza LLC Full time

    Job DescriptionJob DescriptionNew restaurant opening at Scarborough Beach, Narragansett, RI.Name of restaurant; Hook, Line & Pizza                                1 Angell RoadLooking for kitchen help, cook (will train) food runner and moreImmediate hire; 

  • Training and Member Experience Manager

    4 weeks ago

    Narragansett, United States Anytime Fitness Full time

    Training Program Manager for Anytime Fitness Narragansett, RI Job Summary Training program managers play a vital role in cultivating the success of our training program. A training program manager should be a highly motivated individual with a passion for helping others improve their lives through health and fitness. The primary role of the training program...

  • Training and Member Experience Manager

    4 weeks ago

    Narragansett, Rhode Island, United States Anytime Fitness Full time

    Training Program Manager for Anytime Fitness Narragansett, RI Job Summary Training program managers play a vital role in cultivating the success of our training program. A training program manager should be a highly motivated individual with a passion for helping others improve their lives through health and fitness. The primary role of the training program...

  • Bartender at The Surf Shack B&B

    1 month ago

    Narragansett, United States The Surf Shack B&B Full time

    Job DescriptionJob DescriptionThe Surf Shack Bed & Breakfast in Narragansett, RI is looking for one bartender to join our 59 person strong team. We are located on 83 Narragansett Avenue. Our ideal candidate is attentive, ambitious, and reliable.BenefitsWe offer many great benefits, including free early access to your pay through...

  • PT Clerk

    4 weeks ago

    Narragansett, United States Sikla Full time

    Address: USA-RI-Narragansett-91 Point Judith Rd Store Code: SS - Store Admin (2502516) At Stop & Shop, we are dedicated to creating and maintaining a culture where the diverse backgrounds and experiences of our associates are celebrated, and all associates feel they belong and thrive. We work as one team to break down barriers, put the customer first and...

  • Pharmacist Manager

    2 weeks ago

    Narragansett, United States HealthCare Support Full time

    Pharmacist Manager - Narragansett, RIHealthCare Support is actively seeking a Pharmacist Manager to fill a job opening. This role's location is in Narragansett, RI.Daily Responsibilities for Pharmacist Manager: The pharmacist provides routine and emergency comprehensive and accurate drug screening, information, processing, and dispensing services for various...

  • PT Nonunion PT Closer

    3 months ago

    Narragansett, United States Stop & Shop Full time

    Address: USA-RI-Narragansett-91 Point Judith Rd Store Code: SS - Store Admin (2500244) At Stop & Shop, we are dedicated to creating and maintaining a culture where the diverse backgrounds and experiences of our associates are celebrated, and all associates feel they belong and thrive. We work as one team to break down barriers, put the customer first and...

  • Junior Chef

    4 weeks ago

    Narragansett, United States T's Restaurant- Narragansett Full time

    POSITION TITLE: Line Cook (This role is part time and seasonal)DEPARTMENT: Back of HouseREPORTS TO: Kitchen Manager and Restaurant General ManagerDo you believe that dreams are built on smiles? At T's, we do, literally! We hire SMILES, cook smiles, and serve smiles. We love what we do, and we love to share our passion for the art of breakfast, brunch, and...

  • Small Group

    3 months ago

    Narragansett, United States Anytime Fitness RH Full time

    Job DescriptionJob DescriptionJob SummaryAre you a fitness enthusiast who thrives in the evening hours? We're on the lookout for a dedicated and energetic Evening Personal Trainer/Small Group Trainer to join our team. If you're passionate about guiding individuals and groups toward their fitness goals during evening sessions, this opportunity might...

  • Retail Sales Associate

    3 months ago

    Narragansett, United States TJX Companies, Inc. Full time

     All 1,000 of our Marshalls stores embrace discovery, from designer luggage to statement shoes. Our assortment of brands is always changing, but our mission to provide the surprises that make the everyday a little more fun is unwavering. Just like working here. Everyone encourages each other and embraces the excitement that can come with change. Each shift...