Private Client Relationship Manager

Citizens Private Client is dedicated to helping clients, colleagues, and communities realize their potential through a client-centric culture, a commitment to ongoing improvement, and the continual expansion of our capabilities. The Private Client team delivers tailored, world-class financial planning and guidance to support clients in achieving their financial goals. This is supported by a culture of continuous coaching, professional development, and ongoing practice management support. The role of a Private Client Relationship Manager (PCRM) involves direct engagement with affluent and high-net-worth clients, aiming to exceed expectations by taking a long-term perspective, acting with integrity, and collaborating with colleagues. PCRMs Partner with Wealth Financial Advisors and Certified Financial Planners to form the Citizens Private Client team.

Location: Broadview Heights, OH 44147

Key responsibilities

• Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions.
• Increase net deposits, investments, and lending balances by conducting comprehensive discovery and financial planning conversations, understanding a client’s goals, and presenting personalized strategies aligned with those objectives.
• Deepen and retain client relationships through proactive outbound engagements triggered by life events, financial changes, and other insights.
• Deliver exceptional, high-touch client experiences.
• Collaborate with Wealth Advisors and Certified Financial Planners to help clients achieve their financial goals.
• Work with colleagues across Retail, Business Banking, Mortgage, and Wealth to provide clients with a seamless Citizens experience.
• Use Salesforce CRM to track activity and maintain client information.

Measures of success

• Growth in net new investment assets in collaboration with Wealth Partners.
• Growth in new deposits, including checking, savings, and CDs.
• Growth in lending units and balances through mortgages, home equity lines, and securities-based lending.
• Improvement in client satisfaction survey results.

Qualifications, education, and licenses

• Bachelor’s degree, preferred.
• 3 to 5 years of banking, wealth management, or related experience.
• Experience working with affluent and high-net-worth clients.
• Required licenses: SIE, Series 6 (or 7), and Series 63 (or 66) at the time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire.
• Proven track record of success in a client-centric, self-motivated sales environment.
• Experience building and maintaining relationships with clients and internal partners.
• Knowledge of industry regulatory requirements to ensure a sound control environment.
• Excellent written and verbal communication skills.

Compensation

Salary and incentive compensation. Salary commensurate with experience.

Hours and work schedule

Hours per week: 40. Work schedule: Monday through Friday, with potential Saturday hours.

Equal employment opportunity

Citizens and its related entities provide equal employment and advancement opportunities to all colleagues and applicants without regard to age, ancestry, color, citizenship status, physical or mental disability, protected genetic information, marital or domestic partner status, pregnancy, rearing status, military or veteran status, national origin, religion, sex, gender, gender identity or expression, or any other protected characteristic. We foster an inclusive culture that supports every colleague to bring their best self to work, with decisions based on merit, qualifications, performance, and capability.

Why work for us

At Citizens, you will join a customer-focused culture that emphasizes helping clients and giving back to local communities. As part of our team, you’ll work in a supportive, collaborative environment with access to training and tools designed to accelerate your potential and advance your career.

Background check

Any employment offer is conditional on successful completion of a background check, which may include credit history, motor vehicle record, public records, prior employment verification, and criminal background checks. Results are reviewed individually in line with regulatory requirements, considering the relevance and gravity of any history to the role offered. The offer will include additional information regarding the background verification process.