Wealth Manager Team

4 weeks ago

SACRAMENTO, United States Citizens Full time

Description

Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We are looking for talented individuals with a demonstrated track record of delivering a gold glove experience to clients that results in long-term client loyalty. A dynamic, industry leader has been appointed as Head of Citizens Private Wealth Managers to oversee the strategy. This individual is leading efforts to attract top-quality wealth managers and their teams from across the U.S. to grow our business. Citizens Private Wealth presently manages and advises on over $20 Billion in assets, offering a wide scope of services, expertise, and research, while intimately focusing on each client’s unique circumstances.

As a Wealth Manager Team - Asset Transitions Specialist at Citizens Private Wealth, you will be a crucial part in the onboarding of a newly recruited Wealth Advisor(s) teams. The individual manages the detailed end to end transition of the new colleagues and their books of business, operating with both speed and attention to detail. The operations specialist understands the overall process, as well as the individual steps, and can problem solve to address unique needs of a particular team. This role provides an opportunity to work in a fast-paced environment, anticipate client needs, and contribute to the success of the team. 

Primary responsibilities include

  • Collaborate with Transition Manager to define plan to onboard experienced Wealth Manager teams
  • Shepherds the end-to-end onboarding process for newly acquired clients (Account Opening & Transfers)
  • Works to organize technology, systems, and tools prior to day one onboarding
  • Act as a resource on firm policies and procedures
  • Maintain/manage organized data on workflow submissions and cases
  • Serve as a liaison for the wealth manager teams and the various business units within the firm
  • Respond to daily inquiries and ad hoc requests for clients and ensure timely solutions and deliverables

Qualifications, Education, Certifications and/or Other Professional Credentials

  • Solid organizational skills
  • Strong communication and presentation experience
  • Excellent client service skills
  • Ability to effectively collaborate with multiple internal teams
  • Ability to travel domestically, up to 75%, and for extended periods of time is required (likely to CA, FL, BOS, NY)
  • Proven ability to be a self-starter and work independently in a high-pressure environment
  • Works well in a fast-paced environment and can proactively recognize and anticipate client needs
  • Demonstrate proactive follow-up and follow through on a task from start to finish
  • Series 7 and 66, strongly preferred
  • Minimum 5+ years of Financial Industry experience, preferred
  • Knowledge of federal (FINRA) and state (Insurance) requirements, preferred
  • Wealth Management sales support or middle office operations, preferred 
  • Demonstrated and relevant brokerage Operational Experience, preferred
  • An understanding of CSI Operational processes, policies, and procedures, preferred

Hours & Work Schedule

  • Hours per Week: 40
  • Work Schedule: Monday - Friday (some weekends)

Pay Transparency 

  • The salary range for this position is $35.10 - $43.50 per hour with eligibility to earn an annual discretionary incentive with the potential to earn a total compensation up to 100k. Overtime and some travel is required. Some weekend work required. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.  
  • We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

#LI-Citizens6

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.

  • Office Coordinator

    4 weeks ago

    Sacramento, United States Towerpoint Wealth Full time

    Job DescriptionJob DescriptionOur close-knit work family at Towerpoint Wealth produces meaningful work and genuine job fulfillment.  Towerpoint Wealth is a leading, fully independent wealth management firm with a legal fiduciary responsibility to each of our clients, acting in their best interests 100% of the time. Because we do not answer to a corporate...

  • Office Administrator

    4 weeks ago

    Sacramento, United States Towerpoint Wealth Full time

    Job DescriptionJob DescriptionOur close-knit work family at Towerpoint Wealth delivers real job satisfaction.Towerpoint Wealth is a boutique, fully independent Registered Investment Advisory firm who has a legal fiduciary responsibility to clients, acting in their best interests 100% of the time. Because there is no middleman involved, we are able to...

  • Junior Wealth Management Planner

    1 week ago

    Sacramento, California, United States CAPTRUST Full time

    Position Overview:Who Are We Seeking?CAPTRUST is in search of a Financial Planner who will collaborate closely with seasoned Financial Planners and Advisors to enhance productivity and elevate the quality of services offered to clients. The ideal candidate will embody our values of integrity, teamwork, and prioritizing client interests.Key...

  • Manager of Investment Operations

    1 week ago

    Sacramento, California, United States Boyd Wealth Management, LLC Full time

    POSITIONPosition Title: Investment Operations ManagerStatus: Exempt, Full-time, Regular, "At-will" Work StatusSalary Range: $90,000 to $105,000POSITION SUMMARYIn the role of Investment Operations Manager, you will be instrumental in overseeing investment operations, ensuring the precise and efficient handling of account setups, fund transfers, investment...

  • Investment Operations Manager

    1 month ago

    Sacramento, United States Boyd Wealth Management, LLC Full time

    POSITIONPosition Title: Investment Operations Manager                                                 Status: Exempt, Full-time, Regular, “At-will” Work StatusSalary Range: $90,000 to $105,000POSITION SUMMARYAs an Investment Operations Manager, you will play a key role in investment operations by ensuring...

  • Investment Operations Manager

    1 month ago

    Sacramento, United States Boyd Wealth Management, LLC Full time

    POSITIONPosition Title: Investment Operations Manager                                                 Status: Exempt, Full-time, Regular, “At-will” Work StatusSalary Range: $90,000 to $105,000POSITION SUMMARYAs an Investment Operations Manager, you will play a key role in investment operations by ensuring...

  • Restaurant Operations Manager

    4 days ago

    Sacramento, California, United States Our Team Full time

    Job SummaryWe are seeking a highly motivated and experienced Shift Leader to join our team at Denny's. As a Shift Leader, you will be responsible for ensuring the smooth operation of our restaurant during assigned shifts, providing exceptional customer service, and leading a team of Team Members to achieve our goals.Key ResponsibilitiesRestaurant Operations:...

  • Real Estate Sales Agent

    3 months ago

    Sacramento, United States The Tom Daves Team Full time

    Job DescriptionJob DescriptionAre you ready to seize an outstanding opportunity to advance your real estate career? The Tom Daves Team invites you to explore a realm of boundless potential!At The Tom Daves Team, we invite you to embark on a journey of professional growth and achievement that transcends the ordinary. Month after month, our agents achieve...

  • Strategic Alliance Manager

    18 hours ago

    Sacramento, California, United States Infoblox Full time

    About the RoleWe are seeking a highly experienced Business Development Manager - Alliances to join our Ecosystems and Strategic Alliances team at Infoblox. As a key member of our team, you will be responsible for leading the technology and strategic alliance for specific cloud providers, establishing and managing relationships to increase Infoblox's market...

  • Retail Operations Manager

    1 week ago

    Sacramento, California, United States Paradies Na Full time

    Retail Operations Manager - Sacramento Airport Retail Multi-UnitJob Category: Retail Management Requisition Number: ASSIS006936OverviewFounded in 1960, Paradies Lagardere is a family-owned enterprise based in Atlanta, managing over 950 retail outlets across more than 100 airports in the United States and Canada. Our company has been consistently recognized...

  • Team Sections Manager

    1 week ago

    Sacramento, California, United States GrowthWise Search Partners Full time

    Position OverviewIf you are looking to advance your career in leadership and have a passion for guiding and developing a team, this role may be the ideal next step for you.Bring your enthusiasm for team leadership and coaching to a reputable organization dedicated to the professional growth of attorneys in California.This is your chance to lead a dynamic...

  • Manager of Hydraulic Engineering Structures

    1 week ago

    Sacramento, California, United States AECOM Full time

    Position Overview:As a pivotal member of our team, you will oversee various management, leadership, and accountability responsibilities within a specialized technical group or department.Key Responsibilities:- Assume full responsibility for interpreting, organizing, executing, and coordinating technical assignments.- Engage in multi-disciplinary engineering...

  • Clinical Team Manager

    3 months ago

    Sacramento, United States VITAS Healthcare Full time

    The Team Manager is the leader of the Patient Care Team that ensures that patients and families receive continuity and quality of care from admission to discharge or transfer to bereavement.  Patient Care Services Directs all patient care services for the team, including volunteer and bereavement, and ensures that services are rendered as integrated...

  • Senior Consultant

    4 weeks ago

    Sacramento, United States State Street Corporation Full time

    What We Are Looking For Charles River is seeking an experienced Implementation Project Manager. This role is a high impact, hands-on leadership role with main responsibility consisting of Managing projects in the investment trading space of various complexity ranging from medium sized implementations with up to three workstreams to large...

  • Inventory Management

    3 months ago

    Sacramento, United States United States Army Full time

    Job Overview: We are looking for motivated record keepers with a passion for exceeding expectations! You will play a vital role in maintaining accurate and organized records, contributing to the efficiency and effectiveness of our daily operations. You will be integral in processing, managing inventory, ensuring proper storage, issuing supplies, and...

  • Senior Project Manager

    3 days ago

    Sacramento, California, United States Murray Company Mechanical Contractors Full time

    ABOUT MURRAY COMPANY MECHANICAL CONTRACTORSMurray Company Mechanical Contractors is guided by a century of core values - Safety, Quality, Integrity, Dedication, and Ownership Pride. These principles have consistently positioned us among the top 15% of ENR's Best Specialty Contractors. We invite you to bring your passion and distinct insights to our firm,...

  • Senior Project Manager

    1 week ago

    Sacramento, California, United States Murray Company Mechanical Contractors Full time

    ABOUT MURRAY COMPANY MECHANICAL CONTRACTORSMurray Company Mechanical Contractors is built on a foundation of core values that have been cultivated over a century: Safety, Quality, Integrity, Diligence, and Pride in Ownership. These principles have consistently positioned us among the top 15% of ENR's Best Specialty Contractors. We invite you to bring your...

  • Fraud Response Team Manager

    1 week ago

    Sacramento, California, United States Golden 1 Full time

    GENERAL OVERVIEW:The Manager of Fraud Countermeasure Rapid Deployment will be dedicated to combating fraudulent activities and providing support to members affected by fraud. This position requires extensive knowledge of financial industry best practices in fraud prevention and resolution.The individual will lead a swift response team focused on...

  • Team Leader for Sections Management

    1 week ago

    Sacramento, California, United States GrowthWise Search Partners Full time

    Job OverviewIf you are eager to advance your career in leadership and have a passion for guiding and nurturing a team, this position could be the ideal next step for you.Bring your enthusiasm for team development, management, and servant leadership to a professional organization dedicated to supporting the growth of California attorneys.This is your chance...

  • Assistant Manager

    10 hours ago

    Sacramento, California, United States Domino's Pizza LLC Full time

    Job Summary:As a key member of the Domino's Pizza LLC team, the Assistant Manager - Team Lead will be responsible for:Recruiting and Hiring: Assist in the recruitment and hiring process for new team members, ensuring a strong and diverse team.Team Coaching: Provide coaching and guidance to fellow team members on store policies, procedures, and best...