Private Client Relationship Manager
7 days ago
Description
At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. 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.
Our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our excellent capabilities. Citizens is the bank that stands and grows with its clients. As part of the Core Banking Division, Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through 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.
As a Private Client Relationship Manager, you will be responsible for acquiring, broadening, deepening and retaining affluent and high-net-worth relationships. You will do this by proactively engaging these clients on a regular basis in deep discovery conversations and delivering a best-in-class client experience. Leading with financial planning requires you to offer our full value proposition and allows the client to utilize those personalized financial solutions that address their specific financial needs.
Primary responsibilities include
- Acquire qualified, new-to-wealth relationships through leads and by developing internal and external referral sources to introduce to the Private Client value proposition
- Perform regular, proactive outreach to manage, deepen and retain the relationships, creating remarkable experiences
- Conduct thorough discovery to understand family dynamics, goals and objectives and current financial situation, becoming the client's trusted relationship manager
- Engage 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
- Introduce 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.
- Provide 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.
- Leverage Salesforce CRM tool to document client interactions in detail
- Build an activity-based business development plan centered around proactive outreach and follow-up behaviors
Qualifications, Education, Certifications and/or Other Professional Credentials
- Bachelor's degree (preferred) or 3-5 years relevant equivalent experience
- SIE, Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses.
- At least two licenses required; additional licenses can be obtained within a specific time period upon hire.
- Demonstrated success in a client-centric, proactive sales environment.
- Experience in cultivating relationships
- Success in new client acquisition, cultivating and maintaining relationships through exceptional service, and revenue generation, including but not limited to: Planning/banking/lending product referrals and sales and investment referrals.
- Experience establishing and maintaining relationships with clients and internal partners.
- Excellent written and verbal communication skills
- Knowledge of industry regulatory requirements to ensure a sound control environment.
Upcoming Start Date:
Hours & Work Schedule
- Hours per Week: 40
- Work Schedule: M-F
#LI-JH1
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
At Citizens, we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.
Equal Employment and Opportunity Employer
Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.
Why Work for UsAt Citizens, you'll find a customer-centric culture 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 growthBackground Check
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. 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. Any offer of employment will include further information.
-
Private Client Relationship Manager
2 weeks ago
North Providence, United States Citizens Full timeDescription At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. 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...
-
Private Client Relationship Manager
2 weeks ago
EAST PROVIDENCE, United States Citizens Full timep>DescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. 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...
-
Private Client Relationship Manager, Barrington
2 months ago
North Providence, United States Citizens Full timeDescription At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. 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...
-
Senior Swiss Private Banker/Relationship Manager
4 weeks ago
Providence, Rhode Island, United States AP Executive Full timeJob Title: Senior Swiss Private Banker/Relationship ManagerJob Summary:We are seeking a highly experienced Senior Swiss Private Banker/Relationship Manager to join our team at AP Executive. The ideal candidate will have a strong background in private banking, with a focus on high net worth individuals and families.Key Responsibilities:Manage a portfolio of...
-
Senior Tax Manager
2 months ago
Providence, United States CyberCoders Full timeWe are a full-service national accounting, advisory, and consulting firm with opportunities for professionals in many different fields. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions. Our goal is to balance high development with high performance in order to meet the long-term goals of each...
-
Senior Tax Manager
3 weeks ago
Providence, United States CyberCoders Full timeWe are a full-service national accounting, advisory, and consulting firm with opportunities for professionals in many different fields. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions. Our goal is to balance high development with high performance in order to meet the long-term goals of each...
-
Private Equity Client Solutions Manager
1 month ago
Providence, Rhode Island, United States Atominvest Software Full timeAbout the RoleWe are seeking a highly skilled Private Equity Client Solutions Manager to join our team at Atominvest Software. As a key member of our commercial team, you will be responsible for delivering our software solutions to enterprise clients and driving advocacy and expansion opportunities across our client base.About Atominvest SoftwareAtominvest...
-
Private Dining Room Sales Manager
6 days ago
Providence, United States G Hospitality Full timeAbout the Company: We are seeking an experienced and dynamic Multi-Venue Private Dining Room Sales Manager to oversee the planning, execution, and logistics of private restaurant events across multiple venues. The ideal candidate will have a strong background in event management, food and beverage, operations, and team leadership, with the ability to manage...
-
Business Banking Relationship Manager
5 days ago
Providence, United States Webster Bank Full timeIf you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people firstdoing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities....
-
Senior Tax Manager
1 week ago
Providence, RI, United States CyberCoders Full timeWe are a full-service national accounting, advisory, and consulting firm with opportunities for professionals in many different fields. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions. Our goal is to balance high development with high performance in order to meet the long-term goals of each...
-
Senior Tax Manager
1 week ago
Providence, RI, United States CyberCoders Full timeWe are a full-service national accounting, advisory, and consulting firm with opportunities for professionals in many different fields. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions. Our goal is to balance high development with high performance in order to meet the long-term goals of each...
-
Providence, Rhode Island, United States CBIZ Full timeAbout the Role:CBIZ is seeking an experienced Audit Manager to join our Portfolio Company Audit Team. As a key member of our team, you will be responsible for managing strong client relationships, growing a business unit, and working with leaders who are genuinely invested in your future.Key Responsibilities:Lead audits of private equity and venture capital...
-
TSV Client Rep cables
2 months ago
Providence, United States eTeam Full timeTSV Client Rep cables Onsite @ Providence RI Duration: 02+ Months Hours/Day: 12 Hours Hours/Week: 84 Hours Shift Pattern: 14/14 days on/off Pay Rate: $60-$80/hrDescription The Consultant must bring his/her own PC and/or Iphone. External consultants' equipment such as PCs, mobile phones and iPads must always be up-to-date with the latest iOS release. The...
-
Wealth Management Client Associate
3 weeks ago
Providence, United States Bank of America Full timeJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...
-
Wealth Management Client Associate
3 weeks ago
Providence, United States Bank of America Full time $25 - $37Job Description:Have you got the right qualifications and skills for this job Find out below, and hit apply to be considered.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its...
-
Healthcare Relationship Manager
1 month ago
Providence, Rhode Island, United States Humana Full timeJob SummaryBecome a key player in our team and contribute to our mission of putting health first. As a Healthcare Relationship Manager, you will develop and maintain relationships with small and medium-sized accounts. Your work assignments will involve moderately complex to complex issues where the analysis of situations or data requires an in-depth...
-
Audit Manager
4 weeks ago
Providence, Rhode Island, United States CBIZ Full timeAbout the RoleCBIZ is seeking an experienced Audit Manager to join our Portfolio Company Audit Team. As an Audit Manager, you will be responsible for leading audits of private equity and venture capital portfolio companies, as well as developing and maintaining strong client relationships.Key ResponsibilitiesLead audits of private equity and venture capital...
-
Client Partner
2 weeks ago
Providence, United States DATAECONOMY Inc. Full timeJob Description Client Partner/ Engagement Manager Location: Jhonston, RI Full-time Experience needed: 5+ years experience in selling IT services and solutions Experience in Customer Relationship and Contract Management Banking and Financial Services / Insurance domain experience is preferred Key Responsibilities Business Development Acquire/develop key...
-
Audit Senior Manager
4 weeks ago
Providence, Rhode Island, United States CBIZ Full timeAbout the RoleCBIZ is seeking an experienced Audit Senior Manager to join our Portfolio Company Audit Team. As a key member of our team, you will be responsible for leading complex audit engagements for private equity and venture capital portfolio companies.Key ResponsibilitiesLead audit teams in the execution of complex audit engagements for private equity...
-
Senior Audit Manager
3 weeks ago
Providence, United States KLR Full timeKLR is one of the fastest growing accounting firms in New England. Due to growth we are seeking a Senior Audit Manager to be based in any of our New England offices on a flexible hybrid basis. Fully remote arrangements are available for the ideal candidate. As a Senior Manager on our Audit Team, you will utilize your educational background as well as your...