Private Client Relationship Manager

5 days ago


Woodside, New York, United States Citizens Full time
Job Description

About the Role

Citizens is seeking a skilled Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for building and maintaining strong relationships with our affluent and high-net-worth clients.

Key Responsibilities

  • Client Acquisition: Identify and acquire new, qualified relationships through leads and internal/external referral sources.
  • Relationship Management: Proactively engage clients through regular outreach, deep discovery conversations, and delivery of a best-in-class client experience.
  • Financial Planning: Collaborate with Certified Financial Planners and Financial Advisors to create and analyze client financial plans, and strategize on how to present Citizens' solutions across banking, lending, and investments.
  • Segment Partnerships: Introduce clients to segment partners, such as Financial Advisors, Wealth Advisors, Home Loan Officers, and Small Business Partners, based on their financial goals.
  • Client Engagement: Provide regular, value-added engagement with clients, including face-to-face or virtual meetings, consistent communication, and access to financial education materials.
  • CRM Management: Leverage Salesforce CRM to document client interactions in detail.
  • Business Development: Build an activity-based business development plan centered around proactive outreach and follow-up behaviors.

Requirements

  • Education: Bachelor's degree (preferred) or 3-5 years of relevant equivalent experience.
  • Licenses: Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses. At least one of these licenses is required; additional licenses can be obtained within a specific timeframe upon hire.
  • Experience: Demonstrated success in a client-centric, proactive sales environment, with experience in cultivating relationships, new client acquisition, and revenue generation.
  • Skills: Excellent written and verbal communication skills, knowledge of industry regulatory requirements, and ability to work in a fast-paced environment.

Benefits

Citizens offers a competitive salary range of $70,000 - $90,000 per year, plus an opportunity to earn additional incentive earnings. We also offer comprehensive medical, dental, and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs, and more.

Equal Employment Opportunity

Citizens is an equal employment opportunity employer and values diversity, equity, and inclusion. We treat everyone with respect and professionalism, and employment decisions are based solely on experience, performance, and ability.



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