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Private Wealth Manager

1 month ago

Boston, Massachusetts, United States Citizens Full time
Job Summary

Citizens Private Bank is accelerating its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets.

We are seeking a talented individual with a demonstrated track record of delivering exceptional client experiences, resulting in long-term client loyalty.

Citizens Private Wealth manages and advises on over $20 Billion in assets, offering a wide scope of services, expertise, and research, tailored to each client's unique circumstances.

Key Responsibilities
  • Manage the Senior Advisor's book of business, growing deposit, wallet share, and lending business.
  • Onboard new client relationships, new account applications, and Patriot Act requirements.
  • Collaborate with Senior Bankers and specialized team members to resolve daily client needs.
  • Provide resources for sales processes, pitch books, performance books, and client/prospect needs.
  • Support correspondence with clients, log client activity, pipeline activity, and sales reporting.
Qualifications
  • 7+ years of private wealth experience providing planning/solutions and advice to High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients.
  • Bachelor's degree in a relevant field required.
  • CFP certified or 65 at the onset of employment, or agreement to sit for the 65 exam within the first 120 days.
Work Environment

40 hours per week, with a varying work schedule.

Some job boards use jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify, a recruiter will discuss accurate pay guidance.

Citizens is an Equal Employment Opportunity Employer, committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day.