Current jobs related to Private Client Relationship Manager, Pecks Corner Barrington, RI - BARRINGTON - Citizens
-
Barrington, United States Citizens Full timeDescription 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...
-
Barrington, United States Citizens Full timeDescription 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...
-
Barrington, 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...
-
Barrington, United States Citizens Full timeDescriptionAt 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...
-
BARRINGTON, United States Citizens Full timeDescriptionAt 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...
-
Barrington, Rhode Island, United States Maxim Healthcare Service Full timePrivate Duty Nursing Job OpportunityWe are seeking a skilled LPN to provide quality nursing care to medically fragile patients in the comfort of their own homes.Job Details:Location: Barrington, RIModality: Private Duty NursingSkills: PediDays: Mon-FriShift: Morning and Afternoon RoutesEstimated Pay Range: $50-$100 per visitAbout the Role:As a Private Duty...
-
Private Client Relationship Manager, Barrington
4 weeks ago
Barrington, United States Citizens Full timeDescription 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, Barrington
4 weeks ago
Barrington, United States Citizens Full timeDescriptionAt 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, Barrington
4 weeks ago
Barrington, 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...
-
Barrington, Rhode Island, United States Sunbelt Staffing Full timeJob SummaryWe are seeking a highly skilled Occupational Therapist to join our team in Barrington, RI. The ideal candidate will have a minimum of 1+ years of experience in occupational therapy and a strong background in working with children.Job ResponsibilitiesProvide occupational therapy services to students in a K-12 settingDevelop and implement...
-
Barrington, Rhode Island, United States Sunbelt Staffing Full timeJob DescriptionWe are seeking a highly skilled Occupational Therapist to join our team in a K-12th grade setting in Barrington, RI.Full-time position availableVaried diagnoses and caseloadOpportunity to provide supervision and support to studentsRequirements:Active RI OT licenseMinimum 1+ years of occupational therapy experienceMasters degree in occupational...
-
Barrington, United States Sunbelt Staffing Full timeJob DescriptionJob DescriptionMinimum 1+ years occupational therapy experience required.A school district in the area of Barrington, RI will be hiringmultiple Occupational Therapists to fill full time positionsJob Description:Full Time K - 12th Grade Varying Diagnoses Provide Supervision Job Requirements:Active RI OTLicense 2 Years of Pediatric Experience...
-
RI CNA Private Client
1 month ago
Great Barrington, Massachusetts, United States Preferred Healthcare Full timeCertified Nursing Assistant (CNA) Job DescriptionAt Preferred Healthcare, we are seeking a dedicated and compassionate Certified Nursing Assistant (CNA) to join our team in Barrington, RI.Job Summary:The CNA will provide high-quality nursing care to our clients, ensuring their comfort, dignity, and well-being. This role requires a strong commitment to...
-
Barrington, Rhode Island, United States Soliant Full timeJob OpportunityWe are seeking a dedicated and experienced Special Education Teacher to join our team in a school district in Barrington, RI.The ideal candidate will have a minimum of 1+ years of special education experience and be licensed to teach in the state of Rhode Island.The position involves working with K-12 students in a self-contained, inclusion,...
-
Barrington, United States Maxim Healthcare Service Full timePrivate duty nursing (PDN) allows medically fragile patients to receive quality, skilled nursing care in the comfort of their home: a setting preferred by most patients and their families. City State Zip Modality Skills Days Shift Estimated Pay Range Barrington RI 02806 RN Pedi Mon-Fri Days (Morning route & afternoon route) Bus Run Position....
-
Great Barrington, Massachusetts, United States Soliant Full timeJob Opportunity for Special Education TeacherWe are seeking a dedicated and experienced Special Education Teacher to join our team in Barrington, RI. The ideal candidate will have a strong background in special education and be able to provide high-quality instruction to students with diverse needs.Job DetailsFull-time position with multiple openingsK-12...
-
Barrington, Rhode Island, United States Soliant Full timeJob OpportunityWe are seeking a dedicated and experienced Special Education Teacher to join our team in Barrington, RI.Job Summary:The successful candidate will be responsible for providing high-quality education to students with special needs in a K-12 setting. The ideal candidate will have a strong background in special education, excellent communication...
-
CNA Private Client Caregiver
2 weeks ago
Barrington, Rhode Island, United States Preferred Health Care Services Full timeJob OverviewWe are seeking a dedicated and compassionate Certified Nursing Assistant (CNA) to provide exceptional care to our private clients in Barrington, RI. As a CNA, you will play a vital role in ensuring the health and well-being of our clients, working closely with our nursing team to deliver high-quality care.ResponsibilitiesProvide basic nursing...
-
Great Barrington, Massachusetts, United States Sunbelt Staffing Full timeJob OpportunityWe are seeking a highly skilled Occupational Therapist to join our team in a K-12 school district in Barrington, RI.Job RequirementsMinimum 1+ years of occupational therapy experienceActive RI OT license2 years of pediatric experienceMasters degreeJob ResponsibilitiesProvide occupational therapy services to students in a K-12 settingDevelop...
-
Registered Nurse
3 weeks ago
Barrington, United States Maxim Healthcare Service Full timePrivate duty nursing (PDN) allows medically fragile patients to receive quality, skilled nursing care in the comfort of their home: a setting preferred by most patients and their families. City State Zip Modality Skills Days Shift Estimated Pay Range Barrington RI 02806 RN/LPN Lowtech, No medical devices M-F...
Private Client Relationship Manager, Pecks Corner Barrington, RI
2 months 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 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
- Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses.
- At least one FINRA license 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
- Hours per Week: 40
- Work Schedule: M-F
#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 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.
