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Regional Manager for Private Client Services
2 months ago
Citizens Financial Group, Inc. is proud to be a distinguished provider in the investment services sector, dedicated to expanding our market presence. Joining our team prepares you for a rewarding career filled with dynamic challenges and opportunities for personal growth. As the Regional Manager for Private Client Services, you will formulate comprehensive sales and marketing strategies, objectives, and initiatives. Your role will encompass overseeing all sales and marketing efforts within social networking platforms. You will actively engage with affluent clients, gaining a profound understanding of their financial aspirations through in-depth discussions and financial planning dialogues, while presenting the complete affluent client value proposition to deliver tailored financial solutions that meet all client requirements. Above all, you will be appreciated for your individuality and supported in achieving your personal and professional goals.
Key Responsibilities
- Lead, mentor, and manage a team of approximately 20 Financial Advisors within a designated market or region.
- Actively participate in the recruitment and selection process for your team.
- Foster positive relationships with internal colleagues, ensuring FINRA supervision, auditing, reporting, and performance relative to the assigned financial budget.
- Oversee the management of any support staff associated with this team.
- Ensure compliance with all regulatory record-keeping and documentation, group presentations, performance evaluations, and specific trade reviews/supervision.
- Identify and guide the team towards additional investment and insurance product opportunities, as well as prospecting for Financial Advisors in the region.
- Bachelor's Degree or equivalent professional experience with a minimum of 5 years of demonstrated success.
- Possession of Series 7, 63, 65, 24, and state insurance licenses is mandatory.
- Management experience in all facets of registered principal and supervisory roles within a FINRA member firm is essential.
- Proven financial budget management experience with a consistent track record of meeting financial expectations for the team.
- Experience in recruiting and interviewing professional Financial Advisors in the field is required.
- Demonstrated success in managing direct sales of investment and insurance products.
- A history of ethical conduct and compliance with regulations as evidenced in background checks and FINRA form U-4.
- Ability to successfully pass challenging regulatory examinations and maintain certifications through ongoing education.
- Standard Hours: 40 per week
- Work Days: Monday to Friday, 8 AM to 5 PM
The salary range for this position is between $135,000 and $170,000 annually, with the potential for an annual discretionary bonus. Actual compensation will be determined based on various factors, including but not limited to work location, relevant skills, and experience.
We offer competitive compensation, comprehensive medical, dental, and vision coverage, retirement benefits, parental leave, flexible work arrangements, education reimbursement, wellness programs, and more. Our paid time off policy exceeds the mandatory sick leave and paid time-off requirements of all local and state jurisdictions in the United States. For an overview of our benefits, please visit our website.
About Citizens Financial Group, Inc.
Commitment to Equal Employment Opportunity
At Citizens, we prioritize diversity, equity, and inclusion, treating all individuals with respect and professionalism. Employment decisions are made solely based on experience, performance, and capability. Citizens, along with its parent company, subsidiaries, and affiliates, provides equal employment and advancement opportunities to all employees and job applicants without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability, ethnicity, gender, gender identity or expression, genetic information, marital status, military status, national origin, pregnancy, race, religion, sex, sexual orientation, or any other category protected by federal, state, or local laws.
Citizens is a brand name of Citizens Bank, N.A. and its respective affiliates.
