Private Client Relationship Manager
2 weeks ago
Citizens Financial Group, Inc. 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 Responsibilities- Acquire and retain new-to-wealth relationships through proactive outreach and engagement
- Conduct thorough discovery to understand client needs and goals, and develop personalized financial plans
- Collaborate with Certified Financial Planners and Financial Advisors to provide comprehensive financial solutions
- Develop and maintain relationships with internal partners to deliver exceptional client experiences
- Stay up-to-date on industry trends and regulatory requirements to ensure a sound control environment
- Bachelor's degree or 3-5 years of relevant experience
- SIE, Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses
- Excellent written and verbal communication skills
- Knowledge of industry regulatory requirements
Citizens Financial Group, Inc. offers a dynamic and inclusive work environment, competitive compensation and benefits, and opportunities for professional growth and development.
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Private Client Relationship Manager
3 weeks ago
King of Prussia, Pennsylvania, United States Citizens Full timeJob SummaryCitizens is seeking a 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. Your primary focus will be on providing exceptional client service, identifying and pursuing new business...
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Private Client Relationship Manager
3 weeks ago
King of Prussia, Pennsylvania, United States Citizens Full timeJob SummaryCitizens is seeking a 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. Your primary focus will be on delivering exceptional client experiences, providing tailored financial solutions,...
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Private Client Relationship Manager
2 weeks ago
King of Prussia, Pennsylvania, United States Citizens Financial Group, Inc. Full timeJob SummaryCitizens Financial Group, Inc. 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...
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Private Client Relationship Manager
2 weeks ago
King of Prussia, Pennsylvania, United States Citizens Full timeJob 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. Your primary focus will be on providing exceptional client service, identifying and pursuing new business...
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Private Client Relationship Manager
3 weeks ago
King of Prussia, Pennsylvania, United States Citizens Full timeJob 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. Your primary focus will be on delivering exceptional client experiences, providing tailored financial...
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Executive Relationship Manager
1 week ago
King of Prussia, Pennsylvania, United States JM Search Full timeAbout the RoleWe are seeking a highly skilled and experienced Executive Relationship Manager to join our team at JM Search. As a key member of our organization, you will be responsible for building and maintaining strong relationships with Private Equity firms, driving business growth and contributing to our continued success.Key ResponsibilitiesNetwork and...
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Executive Relationship Manager
4 weeks ago
King of Prussia, Pennsylvania, United States JM Search Full timeAbout the Role:As a key member of the JM Search team, you will play a vital role in expanding our client portfolio within the retained executive search domain. Leveraging your network and proven relationship management expertise, you will cultivate and foster relationships with Private Equity firms, driving business growth and contributing to our continued...
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Executive Relationship Manager
2 weeks ago
King of Prussia, Pennsylvania, United States JM Search & Company Full timeAbout the RoleWe are seeking a highly skilled and experienced Client Relationship Leader to join our team at JM Search & Company. As a key member of our team, you will be responsible for driving business growth and expanding our client portfolio within the retained executive search domain.Key ResponsibilitiesDevelop and execute strategic sales plans aligned...
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Executive Relationship Manager
3 weeks ago
King of Prussia, Pennsylvania, United States JM Search & Company Full timeAbout the RoleWe are seeking a highly skilled and experienced Client Relationship Leader to join our team at JM Search & Company. As a key member of our team, you will be responsible for driving business growth and expanding our client portfolio within the retained executive search domain.Key ResponsibilitiesNetwork and Relationship Building: Proactively...
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Client Manager
2 weeks ago
King of Prussia, Pennsylvania, United States Reliance Matrix Full timeJob Title: Client ManagerReliance Matrix is seeking a highly skilled Client Manager to join our team. As a Client Manager, you will be responsible for managing dedicated client accounts, providing exceptional customer service, and driving revenue growth.Key Responsibilities:Manage client relationships and develop strategic plans to meet their needs and...
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Client Manager
3 weeks ago
King of Prussia, Pennsylvania, United States Reliance Matrix Full timeJob Title: Client ManagerReliance Matrix is seeking a highly skilled Client Manager to join our team. As a Client Manager, you will be responsible for managing dedicated client accounts, providing exceptional customer service, and driving revenue growth.Key Responsibilities:Manage client relationships and develop strategic plans to meet their needs and...
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Client Manager
6 days ago
King of Prussia, Pennsylvania, United States Reliance Matrix Full timeJob Title: Client ManagerReliance Matrix is seeking a highly skilled Client Manager to join our team. As a Client Manager, you will be responsible for managing dedicated client accounts, providing exceptional customer service, and driving revenue growth.Key Responsibilities:Manage client relationships and develop strategic plans to meet their needs and...
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Client Relations Manager
3 weeks ago
King of Prussia, Pennsylvania, United States Ageless Mens Health Full timeJob OverviewWe are seeking a highly skilled Client Relations Manager to join our team at Ageless Men's Health. As a key member of our organization, you will be responsible for fostering strong relationships with our patients and driving the growth of our clinic.Key Responsibilities:Develop and maintain successful client relationships to drive clinic...
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King of Prussia, Pennsylvania, United States Disability Solutions Full timeJob SummaryWe are seeking a highly skilled Institutional Retirement Services Relationship Manager to join our team at Disability Solutions. As a key member of our organization, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional service, and driving business growth.Key ResponsibilitiesDevelop and...
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National Client Manager
4 weeks ago
King of Prussia, Pennsylvania, United States Reliance Matrix Full timeJob SummaryWe are seeking a highly skilled National Client Manager to join our team at Reliance Matrix. As a key member of our organization, you will be responsible for managing and owning the overall client relationship, delivering exceptional customer experiences, and driving business growth.Key ResponsibilitiesBuild and nurture effective relationships...
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Client Services Manager
4 days ago
King of Prussia, Pennsylvania, United States People2.0 Full timeJob Title: Client Services ManagerThe Client Services Manager plays a pivotal role in driving client satisfaction and retention at People2.0. As the primary point of contact for our partners, they are responsible for ensuring seamless service delivery and resolving any issues that may arise.Key Responsibilities:Establish and maintain strong relationships...
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National Client Manager
3 days ago
King of Prussia, Pennsylvania, United States Reliance Matrix Full timeJob Title: National Client ManagerReliance Matrix is seeking a highly skilled National Client Manager to join our team. As a key member of our organization, you will be responsible for building and maintaining strong relationships with our national clients, brokers, and internal partners.Key Responsibilities:Develop and execute client business plans to drive...
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Client Services Director
2 weeks ago
King of Prussia, Pennsylvania, United States People2.0 Full timeAbout the RoleWe are seeking a highly skilled Client Services Manager to join our team at People2.0. As a key member of our organization, you will be responsible for delivering exceptional client experiences and driving business growth.Key ResponsibilitiesStakeholder ManagementEstablish and maintain strong relationships with clients, understanding their...
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Senior Client Services Associate
4 weeks ago
King of Prussia, Pennsylvania, United States Jobot Full timeAbout the RoleWe are seeking a highly skilled Senior Client Services Associate to join our team at Jobot. As a key member of our client services team, you will be responsible for delivering exceptional service to our clients, managing client relationships, and supporting our financial advisors in delivering comprehensive wealth management solutions.Key...
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Senior Client Services Associate
3 weeks ago
King of Prussia, Pennsylvania, United States Jobot Full timeJob SummaryWe are seeking a highly skilled Senior Client Services Associate to join our team at Jobot. As a key member of our financial services firm, you will be responsible for managing client relationships, providing exceptional service, and supporting our financial advisors in delivering comprehensive wealth management solutions.Key...