Private Client Relationship Manager
12 hours ago
Description
Private Client Relationship Manager - Dewitt (Fayetteville), NY Hubbed Circuit:
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 license required; additional licenses can be obtained within a defined 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.
- 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.
Hours & Work Schedule
- Hours per Week: 40
- Work Schedule: M-F
Pay Transparency
The salary range for this position is $70k-90k per year plus an opportunity to earn additional incentive earnings. 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 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 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 growthBackground 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
2 weeks ago
Ithaca, New York, United States Citizens Full timeAbout the RoleCitizens is seeking a skilled 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.Key ResponsibilitiesAcquire and retain new-to-wealth relationships through proactive outreach and...
-
Private Client Relationship Manager
2 weeks ago
Ithaca, New York, United States Citizens Full timeRole OverviewCitizens is seeking a skilled 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 affluent and high-net-worth clients, providing tailored financial solutions to help them achieve their goals.Key ResponsibilitiesAcquire and...
-
Client Relationship Manager
4 weeks ago
Ithaca, New York, United States Citizens Full timeAbout the RoleCitizens, a leading financial institution, is seeking a skilled 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 affluent and high-net-worth clients, providing them with tailored financial solutions and exceptional customer...
-
Business Banking Relationship Manager
4 days ago
Ithaca, New York, United States M&T Bank Full timeJob SummaryWe are seeking a highly skilled Business Banking Relationship Manager to join our team at M&T Bank. As a Business Banking Relationship Manager, you will be responsible for developing and maintaining relationships with small business clients, identifying new business opportunities, and providing exceptional customer service.Key...
-
Relationship Banker
5 days ago
Ithaca, New York, United States M&T Bank Full timeJob SummaryWe are seeking a highly motivated and customer-focused Relationship Banker to join our team at M&T Bank. As a Relationship Banker, you will play a key role in building and maintaining strong relationships with our customers, identifying their financial needs, and providing proactive sales solutions to meet those needs.Key ResponsibilitiesIdentify...
-
Relationship Banker
4 months ago
Ithaca, United States M&T Bank Full timeOverview: Identifies customers' needs through the bank’s retail sales process to provide proactive basic sales solutions through customer outreach for basic customer needs and/or refer complex customer needs to the appropriate team member/partner. Specializes in our branch customer experience through lobby management, servicing and sales...
-
Relationship Banker
3 weeks ago
Ithaca, New York, United States M&T Bank Full timeJob SummaryM&T Bank is seeking a skilled Relationship Banker to join our team. As a Relationship Banker, you will play a key role in building and maintaining strong relationships with our customers, providing them with exceptional service and helping them achieve their financial goals.Key ResponsibilitiesCustomer Relationship Building: Identify and...
-
Relationship Banker
3 weeks ago
Ithaca, New York, United States M&T Bank Full timeJob SummaryM&T Bank is seeking a skilled Relationship Banker to join our team. As a Relationship Banker, you will play a key role in building and maintaining strong relationships with our customers, providing them with exceptional service and helping them achieve their financial goals.Key ResponsibilitiesCustomer Relationship Building: Identify and build...
-
Relationship Banker
2 weeks ago
Ithaca, New York, United States M&T Bank Full timeJob SummaryWe are seeking a highly motivated and customer-focused Relationship Banker to join our team at M&T Bank. As a key member of our branch team, you will be responsible for identifying customer needs and providing proactive sales solutions to meet their financial goals.Key ResponsibilitiesDevelop and maintain strong relationships with customers to...
-
Private Duty Nurse
4 weeks ago
Ithaca, United States Visiting Nurse Service of Ithaca and Tompkins County Full time*Work Requirements:*Private Duty Home Health Nurse must hold a current NYS Registered Nurse license. Possess organizational skill, attention to detail, ability to act autonomously and problem solve. Must have a valid drivers’ license, pass a background check and have required immunizations. Must have reliable transportation to and from patients’...
-
Private Duty Nurse
1 month ago
Ithaca, United States Visiting Nurse Service of Ithaca and Tompkins County Full time $35*Work Requirements:*While professional experience and qualifications are key for this role, make sure to check you have the preferable soft skills before applying if required.Private Duty Home Health Nurse must hold a current NYS Registered Nurse license. Possess organizational skill, attention to detail, ability to act autonomously and problem solve. Must...
-
Member Relationship Specialist
6 days ago
Ithaca, New York, United States CFCU Community Credit Union Full timeMember Relationship RepresentativeCFCU Community Credit Union is seeking a skilled Member Relationship Representative to develop and deepen relationships with new and existing members. This role involves providing exceptional service, identifying member needs, and delivering transactional, educational, and cross-sale solutions.Key Responsibilities:Assist...
-
Member Relationship Representative
5 days ago
Ithaca, United States CFCU Community Credit Union Full time $20 - $22Description:Below, you will find a complete breakdown of everything required of potential candidates, as well as how to apply Good luck.CFCU Community Credit Union (CFCU) is in search of an experienced Member Relationship Representative. This individual will develop and deepen relationships with new and existing members by providing exemplary service and...
-
Veterinary Client Relations Specialist
4 weeks ago
Ithaca, New York, United States Cornell University Full timeThe Cornell University College of Veterinary Medicine (CVM) is seeking a dedicated Client Services Representative to enhance the experience at the Cornell University Hospital for Animals (CUHA). This role requires a genuine passion for both people and animals, coupled with exceptional communication abilities, strong organizational skills, and a proactive...
-
Private Duty Nurse
3 weeks ago
Ithaca, New York, United States Visiting Nurse Service of Ithaca and Tompkins County Full timeJob SummaryWe are seeking a skilled and compassionate Private Duty Home Health Nurse to join our team at Visiting Nurse Service of Ithaca and Tompkins County. As a Private Duty Home Health Nurse, you will play a vital role in providing high-quality patient care in the comfort of their own homes.ResponsibilitiesNursing Assessments: Perform thorough nursing...
-
Office Manager
4 days ago
Ithaca, New York, United States Bousquet Holstein PLLC Full timeBousquet Holstein PLLC is a full-service law firm with an office in Ithaca, New York, serving individual and business clients through an interdisciplinary and team-based approach.We are committed to fostering a diverse workplace that reflects the communities in which our clients and employees live and work.Job SummaryThe Office Manager will supervise the...
-
Office Manager
5 days ago
Ithaca, United States Bousquet Holstein PLLC Full timeBousquet Holstein PLLC is a full-service law firm with an office in Ithaca, New York, serving individual and business clients through an interdisciplinary and team-based approach. The Firm was founded on a set of core beliefs, including a belief in the value of teamwork and respect for each individual’s contribution. As part of our belief in each...
-
Veterinary Client Relations Specialist
1 month ago
Ithaca, New York, United States Cornell University Full timePosition Overview:The Cornell University College of Veterinary Medicine (CVM) is in search of a dedicated Client Services Representative to enhance the experience at the Cornell University Hospital for Animals (CUHA). Key Responsibilities:The successful candidate will demonstrate a genuine concern for both clients and their pets, exhibiting outstanding...
-
Tax Manager
2 weeks ago
Ithaca, New York, United States Insero & Co. CPAs Full timeJob Title: Tax ManagerWe are seeking a highly skilled Tax Manager to join our team at Insero & Co. CPAs. As a Tax Manager, you will be responsible for preparing and reviewing complex individual and small business tax returns, as well as providing tax planning and advisory services to our clients.Responsibilities:Prepare and review tax returns for...
-
Regional Office Manager
3 weeks ago
Ithaca, United States Bousquet Holstein PLLC Full timeWe currently seek a full-time Regional Office Manager to join our team. Salary Range: $27.17/hour to $29.74/hour Primary Responsibilities: Reporting to the Chief of Operations, this position is responsible for supervising the daily operations of the Ithaca Office by acting as a liaison between the Professional Management Directors and Ithaca personnel....