Project Risk Services Client Executive

4 weeks ago

Depew, New York, United States Citizens Full time

At Citizens, we're dedicated to helping our clients navigate changing circumstances with tailored advice, personalized experiences, and innovative ideas, products, and solutions.

In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending, and investing, helping them with short- and long-term financial goals.

We're committed to creating a culture of continuous coaching, professional development, and ongoing practice management support.

As a Citizens Private Client Relationship Manager, you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues.

The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners, create the Citizens Private Client team.

They provide a tailored expertise to a defined book of affluent and high-net-worth clients.

As part of this team, you will provide the banking and lending solutions necessary to help clients save and grow their assets in a tax-efficient way, manage debt effectively, secure their income to live the lifestyle they dream of, protect their family for life's 'what-ifs,' and prepare them to leave a legacy.

Key responsibilities include:

  • Acquiring qualified, new-to-wealth relationships through leads and by developing internal and external referral sources to introduce to the Private Client value proposition
  • Performing regular, proactive outreach to manage, deepen, and retain relationships, creating remarkable experiences
  • Conducting thorough discovery to understand family dynamics, goals, and objectives and current financial situation, becoming the client's trusted relationship manager
  • Engaging with Certified Financial Planners and Financial Advisors to create and analyze the client's financial plan and strategize on how to present the breadth of Citizens solutions across banking, lending, and partner with the Advisor for investments to help clients reach their financial goals
  • Introducing appropriate opportunities to segment partners, based on their financial goals, including but not limited to Financial Advisor, Wealth Advisor, Home Loan Officer, Small Business Partners, etc.
  • Providing regular, value-added engagement with clients of the Private Client Group: high-touch, face-to-face or virtual meetings, consistent communication, access to financial education materials, etc.
  • Leveraging Salesforce CRM tool to document client interactions in detail
  • Building an activity-based business development plan centered around proactive outreach and follow-up behaviors

We offer competitive pay, comprehensive medical, dental, and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs, and more.

Citizens is an equal employment and advancement opportunity employer and welcomes applicants from diverse backgrounds.

We're committed to creating a culture of continuous improvement and excellence.

Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered.

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