Private Client Market Leader

Citizens Bank
New York, New Jersey
Full timeUSD 162,000 - 211,000 annuallyFunction: Administration & Executive AssistanceExperience: 10+ yearsEducation: bachelorsSkills: ["Leadership","Coaching","Customer empowerment","Diversity and inclusion","Relationship management","Risk management"]

Lead, coach, and develop a team of licensed Private Client Relationship Managers across a specified geography, driving client acquisition, deepening, and retention for affluent to ultra-high-net-worth individuals. Role-model and enforce a consultative client engagement process, manage performance toward sales and financial goals, and leverage reporting tools to improve conversion. Partner cross-functionally to influence Private Client strategy around growth, profitability, and technology.

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FursaFursa
Citizens Bank
Citizens Bank
4 days ago

Private Client Market Leader

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Source: Company careers pageValidated by: Fursa AI
Last checked: 7 hours agoStatus: Live

Job Summary

Lead, coach, and develop a team of licensed Private Client Relationship Managers across a specified geography, driving client acquisition, deepening, and retention for affluent to ultra-high-net-worth individuals. Role-model and enforce a consultative client engagement process, manage performance toward sales and financial goals, and leverage reporting tools to improve conversion. Partner cross-functionally to influence Private Client strategy around growth, profitability, and technology.
Location: New York, New Jersey
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Manager level

Key Responsibilities

  • •Lead and motivate a team of 30+ licensed Private Client Relationship Managers across a specified broad geography, in person and remotely.
  • •Inspire consistent execution of the client engagement process and role-model best-in-class client experience.
  • •Manage performance and productivity using reporting and sales tools to convert sales opportunities.
  • •Build bench strength by recruiting, selecting, and onboarding top talent PCRMs.
  • •Serve as an escalation point for risk management topics and coordinate problem solving, partnering with key stakeholders to support the Private Client segment.
Travel: Low travel

Pay and Benefits

Salary: USD 162,000 - 211,000 annually
Perks:Health InsuranceDentalVisionRetirement BenefitsParental LeaveLearning BudgetWellness Stipend

Key Requirements

  • •Minimum of 10 years in a leadership capacity.
  • •Knowledge of banking and wealth management products and services, applied to client needs and objectives.
  • •Proven track record recruiting, leading, motivating, and coaching a team of registered reps or licensed relationship managers.
  • •FINRA licenses required: Series 7, 24, and either 65/63 or 66.
  • •State insurance license required.
Experience:10+ yearsBankingWealth managementClient advisory
Education:Bachelor's in Bachelor's Degree
Skills:LeadershipCoachingCustomer empowermentDiversity and inclusionRelationship managementRisk management
Licenses:Series 7Series 24Series 65Series 63Series 66State insurance license

Company Brief

Citizens Bank
Regional bank offering retail and commercial banking, mortgage lending, wealth management, and payment services to individuals and businesses across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Providence, United States
Founded: 1828
Website