Private Client Relationship Manager

4 weeks ago


Amherst, Massachusetts, United States Citizens Full time
Job Title: Private Client Relationship Manager

Citizens is seeking a highly 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 Responsibilities:
  • Acquire and retain new-to-wealth relationships through proactive outreach and engagement.
  • Conduct thorough discovery to understand client goals, objectives, and current financial situation.
  • Develop and implement tailored financial plans to help clients achieve their financial goals.
  • Collaborate with Certified Financial Planners and Financial Advisors to create and analyze client financial plans.
  • Provide regular, value-added engagement with clients, including face-to-face or virtual meetings, consistent communication, and access to financial education materials.
  • Leverage Salesforce CRM tool to document client interactions and track progress.
Requirements:
  • Bachelor's degree or 3-5 years of relevant 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 defined period upon hire.
  • Demonstrated success in a client-centric, proactive sales environment.
  • Experience in cultivating relationships and generating revenue.
  • Excellent written and verbal communication skills.
  • Knowledge of industry regulatory requirements.
What We Offer:
  • Competitive salary range: $70k-90k per year.
  • Opportunity to earn additional incentive earnings.
  • Comprehensive medical, dental, and vision coverage.
  • Retirement benefits.
  • Maternity/paternity leave.
  • Flexible work arrangements.
  • Education reimbursement.
  • Wellness programs.

Citizens is an equal employment opportunity employer and welcomes applications from diverse candidates. We are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day.



  • Amherst, Massachusetts, United States Citizens Full time

    Job SummaryCitizens 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 and existing relationships with high-net-worth clientsDevelop and...


  • Amherst, Massachusetts, United States NV5 Full time

    Job Title: Senior Mechanical Project ManagerJob Summary:We are seeking a highly skilled Senior Mechanical Project Manager to join our team at NV5. As a Senior Mechanical Project Manager, you will be responsible for planning, developing, coordinating, and directing public sector projects. You will work closely with our Group Leader(s) to ensure that company...


  • Amherst, Massachusetts, United States Genesis Resources Full time

    **Genesis Resources Seeks a Dedicated Account Manager**The ideal candidate will provide exceptional customer service to brokers and insured customers, ensuring seamless communication regarding outstanding balances and account maintenance.Responsibilities:Deliver prompt and thorough responses to customer inquiries, both external and internal.Handle phone...


  • Amherst, Massachusetts, United States INFOPRO LEARNING PRIVATE LIMITED Full time

    Job Title: Medical Assistant/EMTWe are seeking a highly skilled Medical Assistant/EMT to join our team at INFOPRO LEARNING PRIVATE LIMITED. As a Medical Assistant/EMT, you will play a vital role in delivering high-quality patient care and supporting our healthcare team.Job Summary:The Medical Assistant/EMT will assist providers and nursing staff in...

  • Account Manager

    1 week ago


    Amherst, Massachusetts, United States Genesis Resources Full time

    The Client Relationship Specialist will be responsible for providing exceptional service to brokers and insured customers, managing communications regarding outstanding balances and account maintenance through various channels. The role aims to foster strong client relationships and contribute to the company's financial success.Key Responsibilities:Deliver...


  • Amherst, Massachusetts, United States InsideHigherEd Full time

    Job SummaryThe Senior Business Advisor will provide technical assistance to small businesses in various areas of management, including marketing, finance, personnel, and other management areas as needed. This role will work closely with small business owners throughout Berkshire County, providing management assistance services and collaborating with other...


  • Amherst, Massachusetts, United States InsideHigherEd Full time

    About the RoleThe Senior Business Advisor will provide technical assistance to small businesses in various areas of management, including marketing, finance, personnel, and other management areas as needed. This role will work closely with small business owners throughout the region, offering management assistance services and developing working...


  • Amherst, Massachusetts, United States InsideHigherEd Full time

    About the RoleWe are seeking a highly skilled Senior Business Advisor to join our team at UMass Amherst. As a key member of our team, you will provide technical assistance to small businesses in various areas of management, including marketing, finance, and personnel.Key ResponsibilitiesProvide management counseling to small businesses, addressing financial,...


  • Amherst, Massachusetts, United States CrowdStrike, Inc. Full time

    About the Role:CrowdStrike is seeking a seasoned professional to drive and manage our strategic partnership with AWS Marketplace. This role will be pivotal in enhancing our presence and maximizing our growth within the AWS Marketplace ecosystem.Key Responsibilities:Develop and execute a comprehensive strategy to strengthen and expand CrowdStrike's...


  • Amherst, Massachusetts, United States Craig's Doors Full time

    Job DescriptionThe Outreach Case Manager at Craig's Doors plays a vital role in providing comprehensive case management services to adults 18 and older experiencing a housing crisis. This position requires strong interpersonal skills, knowledge of community resources, and a commitment to trauma-informed care.Key ResponsibilitiesOutreach Services: Conduct...

  • Registered Nurse

    2 weeks ago


    Amherst, Massachusetts, United States HealthEcareers - Client Full time

    Job SummaryMass General Brigham is seeking a skilled Registered Nurse to join our Interventional Radiology team in Hadley, Massachusetts.This is an exciting opportunity to work in a dynamic and fast-paced environment, collaborating with a multidisciplinary team to deliver high-quality patient care.Key ResponsibilitiesAssess and plan patient care,...


  • Amherst, Massachusetts, United States Teleperformance USA Full time

    Offre de carrière : Conseiller client en assistance techniqueÀ propos de l'offre :Tu cherches un emploi ou une nouvelle expérience ? TP Tunisie ouvre ses portes : tu choisis ton régime horaire par semaine (40H ou 28H) et tu signes ton contrat (CDI ou CIVP) dès l'embauche.Tu maîtrises la langue française et tu as une passion pour l'art de...

  • Property Manager

    1 week ago


    Amherst, Massachusetts, United States Spinoso Real Estate Group Full time

    Job SummaryThe Property Manager will oversee the overall performance of the property, including budget preparation, leasing support, team management, and operational oversight. This role requires strong relationships with internal and external stakeholders and the ability to respond to property needs 24/7.Key ResponsibilitiesLead and manage a team to achieve...

  • Program Manager

    1 month ago


    Amherst, Massachusetts, United States ServiceNet Full time

    Job SummaryWe are seeking a highly skilled and experienced Program Manager to join our team at ServiceNet. As a Program Manager, you will be responsible for managing the residential program, working collaboratively with the Program Director to ensure the smooth operation of the program.ResponsibilitiesParticipate in client, staff, and management team...

  • AWS Alliance Manager

    2 weeks ago


    Amherst, Massachusetts, United States CrowdStrike, Inc. Full time

    About the Role:CrowdStrike is seeking a seasoned AWS Alliance Manager to spearhead the development and growth of our strategic partnership with Amazon Web Services (AWS) within our Corporate/SMB segment. This role demands a strategic thinker with a deep understanding of both AWS and CrowdStrike's offerings, as well as a proven track record in alliance...

  • AWS Alliance Manager

    2 weeks ago


    Amherst, Massachusetts, United States CrowdStrike, Inc. Full time

    About the Role:CrowdStrike is seeking a seasoned AWS Alliance Manager to develop and grow our strategic partnership with Amazon Web Services (AWS) within our Corporate/SMB segment. This role requires a strategic thinker with a deep understanding of both AWS and CrowdStrike's offerings, as well as a proven track record in alliance management, business...

  • Branch Manager

    2 weeks ago


    Amherst, Massachusetts, United States Bangor Savings Bank Full time

    Job Title: Branch ManagerAt Bangor Savings Bank, we are seeking a highly skilled and experienced Branch Manager to lead our Consumer Banking Branch team. As a key member of our leadership team, you will be responsible for driving sales growth, employee development, and operational management across one or more branches.Key Responsibilities:Customer...

  • Benefits Consultant

    1 week ago


    Amherst, Massachusetts, United States NFP Full time

    Job SummaryWe are seeking a highly skilled Account Executive to join our dynamic team at NFP. As a key member of our team, you will be responsible for fostering and deepening relationships with clients and carrier representatives, managing client interactions, and providing expert advice on various benefit plans.Key ResponsibilitiesNegotiate terms,...


  • Amherst, Massachusetts, United States University of Massachusetts Amherst Full time

    Job SummaryThe Communications Manager for the Family Forest Research Center (FFRC) will be responsible for developing and implementing comprehensive communication and outreach strategies to engage various stakeholders and the wider community.The Communications Manager will aid in all stages of outreach and communication, with a focus on creating tools and...

  • Nurse Case Manager

    4 weeks ago


    Amherst, Massachusetts, United States Mass General Brigham Full time

    Hospice RN Case Manager Job DescriptionMass General Brigham is seeking a skilled and compassionate Registered Nurse (RN) to join our Hospice team as a Case Manager. This is a rewarding opportunity to provide high-quality patient care and support to individuals and their families in need.Job Summary:The Hospice RN Case Manager will provide skilled care and...