Overview
Citizens Private Client delivers personalized, world-class financial planning and advice to help clients reach their goals. The program emphasizes a culture of continuous coaching, professional development, and ongoing practice management support. As a Private Client Relationship Manager (PCRM), you will engage directly with affluent and high‑net‑worth clients to meet and exceed expectations by taking a long‑term view and collaborating with colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners to strengthen the Citizens Private Client team.
Key Responsibilities
- Acquire and onboard new affluent and high‑net‑worth clients into a Book of Business through outbound calls and in‑branch or partner introductions.
- Grow net deposits, investments, and lending balances by conducting comprehensive discovery and financial planning conversations, understanding each client’s goals, and presenting personalized strategies aligned with those objectives.
- Deepen and retain client relationships through proactive outbound engagements driven by life events, financial triggers, and other insights.
- Provide exceptional, high‑touch client experiences.
- Collaborate with Wealth Advisors and Certified Financial Planners to help clients achieve their financial goals.
- Partner with colleagues in Retail, Business Banking, Mortgage, and Wealth to deliver a seamless Citizens experience.
- Leverage Salesforce CRM to track activity and progress.
Qualifications, Education, Certifications and/or Other Professional Credentials
- Bachelor’s degree preferred.
- 3 to 5 years of banking, wealth management, or other relevant equivalent experience.
- Experience working with affluent and high‑net‑worth clients.
Licenses and Regulatory Requirements
- Required at the time of hire: SIE, Series 6 (or 7), and Series 63 (or 66) licenses.
- Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire.
Additional Skills and Attributes
- Proven success in a client‑centric, proactive sales environment.
- Experience establishing and maintaining relationships with clients and internal partners.
- Knowledge of industry regulatory requirements to maintain a sound control environment.
- Excellent written and verbal communication skills.
Hours and Location
Location: Winchester, MA 01890
Hours per Week: 40
Work Schedule: Monday through Friday, with potential Saturday hours.
Compensation and Benefits
The salary range for this role is $81,000 to $95,000 per year, with the opportunity to earn additional incentive earnings. Actual pay is based on factors including location and relevant skills and experience.
Citizens offers competitive pay plus comprehensive medical, dental, and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs, and more. Note that Citizens’ paid time off policy exceeds the mandatory paid time away requirements in every local and state jurisdiction in the United States. For an overview of benefits, visit https://jobs.citizensbank.com/benefits.
Why Work for Us
At Citizens, you will join a customer‑centric culture focused on helping clients and giving back to local communities. You will become part of a collaborative team with access to training and tools that support your growth and career advancement.
Equal Employment Opportunity
Citizens and its affiliates provide equal employment opportunities to all colleagues and applicants without regard to age, ancestry, color, citizenship, disability, genetic information, gender, gender identity or expression, marital or domestic partner status, military or veteran status, national origin, pregnancy, race, religion, sex, sexual orientation, or any other category protected by federal, state, or local laws. We are committed to fostering an inclusive culture where every colleague is treated with respect and professionalism. Employment decisions are based on merit, qualifications, performance, and capability.
Background Check
Any offer of employment is conditioned upon successful completion of a background check, which may include initial credit, motor vehicle record, public records, prior employment verification, and criminal background checks. Results are reviewed in light of regulatory requirements and the nature and gravity of the background history in relation to the job offered. Any offer of employment will include further information.