Private Client Relationship Manager

Citizens • Somerville, MA • 2h ago

Description

At?Citizens, 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 capabilities. ?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 (PCRM), 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.? PCRMs partner with Wealth Financial Advisors and Certified Financial Planners® (CFPs), creating the Citizens Private Client team.

Primary responsibilities include

Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions.

Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives.

Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights.

Provide exceptional, high-touch client experiences.

Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals.

Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens.

Leverage Salesforce CRM to track activity.

Measures of Success include

Growth in net new investment assets in collaboration with Wealth Partners.

Growth in new deposits including checking, savings, and CD balances.

Growth in lending units and balances through mortgages, home equity lines, and securities-based lending.

Client satisfaction survey results.

Qualifications, Education, Certifications and/or Other Professional Credentials

Bachelor's degree (preferred).

3 - 5 years of banking, wealth management or other relevant equivalent experience.

Experience working with affluent and high net worth clients.

Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire.

Demonstrated success in a client-centric, initiative-taking sales environment.

Experience establishing 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.

Hours & Work Schedule

Hours per Week: 40

Work Schedule: M-F; potential Saturday hours

Pay Transparency

The salary range for this position is $83,000 - $104,000 per year, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the budget, work location, and relevant skills and experience.

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

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

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, 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. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Why Work for Us

At 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 growth

Background 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.

Similar Jobs

Data and AI Project Manager - Public Sector

Guidehouse • Boston, MA • 8h ago

Management & Administrative

Job Family : Data Science Consulting Travel Required : Up to 10% Clearance Required : Ability to Obtain Public Trust About our AI and Data Capability Team Our consultants on the AI and Data Analytics Capability team help...

8h ago

Go to Apply

SENIOR CAFE MANAGER

Compass Group, North America • Waltham, MA • 19h ago

Management & Administrative

Flik Hospitality Group Salary: $60,000/Yr-$75,000/Yr What makes FLIK click What makes FLIK click? Our people. The decisions, actions and attitudes of our associates earn the trust and loyalty of our clients every day. We...

19h ago

Go to Apply

Senior Manager Systems Engineering

RTX Corporation • Tewksbury, MA • 23h ago

Management & Administrative

Date Posted: 2026-05-22 Country: United States of America Location: US-MA-TEWKSBURY-TB3 ~ 50 Apple Hill Dr ~ CONCORD BLDG, Tewksbury Tb3 300 Concord Position Role Type: Hybrid U.S. Citizen, U.S. Person, or Immigration St...

23h ago

Go to Apply

Software Control Account Manager

RTX Corporation • Tewksbury, MA • 1d ago

Management & Administrative

Date Posted: 2026-05-22 Country: United States of America Location: US-MA-TEWKSBURY-TB3 ~ 50 Apple Hill Dr ~ CONCORD BLDG, Tewksbury Tb3 300 Concord Position Role Type: Onsite U.S. Citizen, U.S. Person, or Immigration St...

1d ago

Go to Apply

Supply Chain and Operations - Sourcing and Procurement Manager

Accenture • Boston, MA • 1d ago

Management & Administrative

We are: We are part of a fast-moving Supply Chain organization helping Fortune 500 clients reinvent how they source, procure, and manage third parties. Our work sits at the intersection of operating model design, process...

1d ago

Go to Apply

Program Operations Manager

RTX Corporation • Andover, MA • 1d ago

Management & Administrative

Date Posted: 2026-05-22 Country: United States of America Location: US-AZ-TUCSON-807 ~ 1151 E Hermans Rd ~ BLDG 807 Position Role Type: Onsite U.S. Citizen, U.S. Person, or Immigration Status Requirements: Active and tra...

1d ago

Go to Apply

Customer Service Supervisor

UnitedHealth Group • Boston, MA • 1d ago

Management & Administrative

Requisition number: 2356730 Job category: Customer Services This position is Remote in MA, CT, RI, NH, VT or NY. You will have the flexibility to work remotely* as you take on some tough challenges. Optum is a global org...

1d ago

Go to Apply

Citizens Branch Manager

Citizens • Acton, MA • 1d ago

Management & Administrative

Description At Citizens, we're focused on relationship-building and delivering exceptional customer experiences through every interaction. By fostering deep and lasting relationships, we drive customer loyalty while adva...

1d ago

Go to Apply

Operations Consulting - Value Capture - Procurement Strategy and Strategic Sourcing - Experienced Associate

PwC • Boston, MA • 1d ago

Management & Administrative

Specialty/Competency: Operations Industry/Sector: Not Applicable Time Type: Full time Travel Requirements: Up to 60% The Opportunity As an Operations Consulting - Value Capture - Procurement Strategy and Strategic Sourci...

1d ago

Go to Apply

Senior Manager, Marketing Operations & Technology (REMOTE)

Charles River Laboratories • Wilmington, MA • 2d ago

Management & Administrative

For 75 years, Charles River employees have worked together to assist in the discovery, development and safe manufacture of new drug therapies. When you join our family, you will have a significant impact on the health an...

2d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)