Citizens Private Client Relationship Manager - $70k-90k per year

Role: PRIVATE CLIENT RELATIONSHIP MANAGEROUR PHILOSOPHY:At Citizens, our approach is client-focused, offering personalized advice, unique experiences, and pioneering products and solutions, tailored to help our clients navigate life's changes. In this role, you will strengthen relationships with your clients by working alongside colleagues in banking, lending, and investing to support them in achieving their short- and long-term financial objectives. Our mission is to guide our clients, coworkers, and communities towards reaching their potential.OUR TEAM:Citizens is a bank that grows alongside its clients. As a member of the Core Banking Division, our Private Client division offers top-tier, customized financial planning and advice, aimed at propelling our clients towards their financial goals. Our approach involves fostering a culture of ongoing coaching, professional development, and continuous support in practice management.YOUR ROLE:As a Citizens Private Client Relationship Manager, you will liaise directly with our wealthy and high-net-worth clients, striving to exceed their expectations with long-term thinking, ethical actions, and team collaboration. Together with a Private Client Financial Advisor or a High Net Worth Wealth Advisor, and Certified Financial Planners®, you will form the Citizens Private Client team and offer tailored services to a specific portfolio of wealthy clients. In this role, you will provide essential banking and lending solutions, helping clients build and preserve their assets in a tax-efficient manner, manage debt successfully, sustain their lifestyle, protect their family against life's uncertainties, and plan their legacy.RESPONSIBILITIES:As a Private Client Relationship Manager, your main goals are to acquire, broaden, deepen, and retain relationships with high-net-worth individuals. This will involve proactively engaging with these clients regularly in conversations of discovery and ensuring a top-tier client experience.Key tasks include:- Capturing new qualified wealth relationships through leads and development of internal and external referral sources- Undertaking regular, proactive outreach to manage, deepen, and retain relationships- Conducting comprehensive discovery to understand family dynamics, goals, existing financial situation and becoming a trusted relationship manager for the client- Partnering with Certified Financial Planners and Financial Advisors to formulate the client's financial plan and present a broad range of Citizens solutions across banking, lending, and investing to aid clients in reaching their financial goals- Introducing clients to segment partners based on their financial goals, such as Financial Advisors, Wealth Advisors, Home Loan Officers, Small Business Partners, etc.- Delivering regular, value-added engagement with our Private Client Group clients through one-on-one or virtual meetings, constant communication, and access to financial education materials- Utilizing the Salesforce CRM tool to comprehensively document client interactions- Developing an activity-based business strategy focused on proactive outreach and follow-upQUALIFICATIONS AND CREDENTIALS:- A Bachelor's degree or 3-5 years relevant equivalent experience is preferred- It is required to have at least one of these licenses: Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses, with the commitment to obtain any additional licenses within a specific time frame after hiring- Proven success in a customer-focused, proactive sales environment and experience in establishing and maintaining relationships- With excellent written and verbal communication skills and knowledge of industry regulatory requirementsSCHEDULE:The work schedule is from Monday to Friday, with a commitment of 40 hours per week.COMPENSATION:We provide a competitive salary ranging from $70k-90k per year plus potential additional commission earnings. Actual remuneration is determined by several factors, including the work location and relevant skills and experience. Our benefits package includes comprehensive medical, dental, and vision coverage, retirement options, maternity/paternity leave, flexible work arrangements, education support, wellness programs, and more.