Private Client Market Leader

4 weeks ago

Melville, New York, United States Citizens Full time
Job Summary

Citizens is seeking a Private Client Market Leader to lead, coach, and develop a team of licensed Private Client Relationship Managers (PCRM) across a specified geography. The successful candidate will be responsible for motivating their team through behavioral change management, coaching them on consistent execution of our defined client engagement process, and leading them on day-to-day execution of activities leading to sales results.

Key Responsibilities
  • Lead and motivate a team of licensed Private Client Relationship Managers (PCRMs) across a specified, broad geography, both in person and remotely.
  • Inspire team to achieve business results and customer experience goals by connecting strategy to day-to-day activities and results.
  • Proactively engage and influence the team through regular, value-add communications – virtual and in person, and in 1:1, small group, and full team meetings.
  • Role model, coach, and influence PC RMs to consistently engage clients utilizing the Citizens Consultative Client Engagement Process, leading with financial planning of the time, and delivering a best-in-class client experience.
  • Identify high potentials and create a winning team. Raise the bar with every talent decision.
  • Proactively build a network of bench strength, recruit, select, and onboard top talent PC RMs.
  • Inspect PC RM productivity and implement effective performance management routines to take ownership of financial performance-to-goal/business results/metrics.
  • Leverage reporting and sales tools to proactively identify and coach team to successfully convert sales opportunities.
  • Participate in and drive the development of goals and strategies for team to achieve goals.
  • Emulate the Dedicated Advisory Team model by working closely with respective Divisional Directors/Regional Directors and Certified Financial Planning Team.
  • Build internal relationships across various lines of business (Retail, Mortgage, Business Banking, Commercial Team, etc.) to grow Private Client Banking business and facilitate integrated business development opportunities and solutions for clients.
  • Serve as subject matter expert for team and demonstrates technical expertise in sophisticated/complex banking and lending strategies.
  • Conduct supervisory duties as determined by the Business.
  • Serve as an escalation point for risk management topics and coordinate problem solving.
  • In collaboration with key stakeholders, support the Head of Private Banking Relationship Management to continue to build out and develop the Private Client Segment.
  • Keep up to date with industry trends.
  • Develop recommendations to drive the future success of Citizens and our competitive advantage.
Requirements
  • Minimum of 10 years in leadership capacity, preferably in Wealth Management.
  • Knowledge of banking and wealth management products and services; ability to apply this knowledge to client needs and objectives.
  • Proven track record of Recruiting, Leading, Motivating and Coaching a team of Registered Reps/Licensed Relationship Managers or Licensed Bankers
  • FINRA licenses required: Series 7, 24, 65/63 or 66. State insurance license required.
Work Environment

Citizens is a customer-centric company built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth.

Citizens is an equal employment opportunity employer and welcomes applications from diverse candidates. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.

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