-
Dealer Relationship Manager
1 week ago
Santander Holdings USA Inc Hartford, United States Full timeDealer Relationship Manager - Fairfield & New Haven, CTHartford, United States of AmericaThis is an outside sales position that requires the representative to be physically living in the vicinity of Fairfield, CT or New Haven, CT for business needs. Before applying, please keep i ...
-
Business Banking Relationship Manager
1 week ago
Webster Bank Hartford, United StatesIf you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial ban ...
-
UBS Hartford, United StatesUnited States - Connecticut, United States - New Jersey, United States - New York · - Financial Advisors · - Global Wealth Management · **Job Reference #** · BR · **City** · - Hartford, Weehawken, White Plains · **Job Type** · - Full Time · **Your role** · - Are you a great commu ...
-
Dealer Relationship Manager
1 week ago
Santander US New Haven, United StatesDealer Relationship Manager - Fairfield & New Haven, CT · Hartford, United States of America · This is an outside sales position that requires the representative to be physically living in the vicinity of Fairfield, CT or New Haven, CT for business needs. Before applying, please ...
-
Client Relationship Manager
1 week ago
HUB International East Longmeadow, United StatesAbout HUB · About HUB · Join our Stevie Award Winning Team at HUB International · When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life and health, ...
-
FusionWorks Newtown, United StatesWe as an Employer · Are you ready for a revolution in data protection and compliance? Join Proliance and be a part of shaping a secure digital business world. Our name says it all - Professional Compliance is our mission, and we strive to provide understandable and actionable sol ...
-
Relationship Manager
3 weeks ago
USI Holdings Corporation Glastonbury, United StatesGeneral Description: Responsible for day-to-day servicing, client satisfaction, and retention of DCC investment advisory clients. Consult with clients on fiduciary oversight, industry trends, compliance, plan design, and operational processes. Provide guidance on service enhancem ...
-
Relationship Manager
1 week ago
USI Insurance Services Glastonbury, United StatesGeneral Description: · Responsible for day-to-day servicing, client satisfaction, and retention of DCC investment advisory clients. Consult with clients on fiduciary oversight, industry trends, compliance, plan design, and operational processes. Provide guidance on service enhanc ...
-
IT Business Relationship Manager
3 weeks ago
Amentum Hartford, United States Paid WorkIT Business Relationship Manager - Procurement & Legal · Seeking a dynamic leader whose role is to ensure Information Systems technology meets the current and future needs of the Global Supply Chain and Legal functions of Amentum. The leader achieves this through collaboration wi ...
-
Dealer Relationship Manager
2 weeks ago
Banco Santander SA Hartford, United StatesDealer Relationship Manager - Fairfield & New Haven, CT page is loaded · Dealer Relationship Manager - Fairfield & New Haven, CT · Apply · locations · New Haven · posted on · Posted 2 Days Ago · job requisition id · Req · Dealer Relationship Manager - Fairfield & New Hav ...
-
Stellar Enterprises Somers, United StatesAbout Saturn Petcare GmbH: · We consider pets as full-fledged family members. Whether it's wet food, snacks, dry or dairy products for dogs and cats - with over 30 years of experience, state-of-the-art machinery and our nearly Now applyemployees at three locations (Germany, Nethe ...
-
Commercial Senior Relationship Manager
4 days ago
M&T Bank Hartford, United StatesOverview: · Responsible for an assigned portfolio of the most complex and or large dollar amount loan and/or deposit relationships with major businesses in the community. Solicits new business, cross sells, administers and services existing business relationships. · Primary Respo ...
-
Commercial Senior Relationship Manager
3 weeks ago
M&T Bank Hartford, CT, United StatesOverview:Responsible for an assigned portfolio of the most complex and or large dollar amount loan and/or deposit relationships with major businesses in the community. Solicits new business, cross sells, administers and services existing business relationships.Primary Responsibil ...
-
Commercial Senior Relationship Manager
3 weeks ago
M&T Bank Hartford, United StatesOverview:Responsible for an assigned portfolio of the most complex and or large dollar amount loan and/or deposit relationships with major businesses in the community. Solicits new business, cross sells, administers and services existing business relationships.Primary Responsibil ...
-
Commercial Senior Relationship Manager
2 weeks ago
M&T Bank Hartford, United StatesCommercial Senior Relationship Manager page is loaded · Commercial Senior Relationship Manager · Apply · remote type · Hybrid Position · locations · Hartford, CT · time type · Full time · posted on · Posted 2 Days Ago · job requisition id · R62262 · Overview: · Resp ...
-
Commercial Senior Relationship Manager
1 week ago
M&T Bank Hartford, United StatesOverview: · Responsible for an assigned portfolio of the most complex and or large dollar amount loan and/or deposit relationships with major businesses in the community. Solicits new business, cross sells, administers and services existing business relationships. · Primary Res ...
-
Horizon Innovations Glastonbury Center, United StatesALD Automotive is a global leader in mobility solutions, providing full-service leasing and fleet management services to businesses and individuals in 43 countries. The company focuses on sustainable mobility, innovative solutions, and technology-driven services, allowing its cus ...
-
Sales Representative
2 weeks ago
CN Wood Newington, United States**Location(s): Covers Fairfield and Litchfield CT counties** · **JOB SUMMARY** · The Sales Representative builds and maintains a strong relationship with customers, is familiar with the target market and can identify and qualify new sales leads. · **_ PRIMARY RESPONSIBILITIES_** ...
-
Wealth Advice Center, Relationship Manager
3 weeks ago
UBS Hartford, United StatesYour role · Are you a great communicator? Do you have a passion for growing and deepening relationships? We're looking for someone like you who can accelerate business development efforts at UBS through our Wealth Advice Center · You will: · • provide critical support to UBS W ...
-
Executive Assistant
1 week ago
Fairfax Food Service Newington, United States**JOB DESCRIPTION** · - Full Time · - Monday - Friday 7:00 AM - 3:00 PM · - Salary w/ Paid Leave package · - 401 K & Health Insurance · **PRIMARY QUALIFICATIONS** · - Bachelor's Degree or minimum of 5 consecutive years of office management experience · - Excellent Customer servic ...
Private Client Relationship Manager - Newington, United States - Citizens
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 excellent capabilities.
Citizens is the bank that stands and grows with its clients.Within Citizens Wealth Management, 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, 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.
The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners, create the Citizens Private Client team.
They provide a tailored expertise to a defined book of affluent and high-net-worth clients.As part of this team, you will provide the banking and lending solutions necessary to help clients save and grow their assets in a tax-efficient way, manage debt effectively, secure their income to live the lifestyle they dream of, protect their family for life's 'what-ifs' and prepare them to leave a legacy.
As a Private Client Relationship Manager, you will be responsible for acquiring, broadening, deepening and retaining affluent and high-net-worth relationships.
You will do this by proactively engaging these clients on a regular basis in deep discovery conversations and delivering a best-in-class client experience.
Leading with financial planning requires you to offer our full value proposition and allows the client to utilize those personalized financial solutions that address their specific financial needs.
Responsibilities
Acquire qualified, new-to-wealth relationships through leads and by developing internal and external referral sources to introduce to the Private Client value propositionPerform regular, proactive outreach to manage, deepen and retain the relationships, creating remarkable experiencesConduct thorough discovery to understand family dynamics, goals and objectives and current financial situation, becoming the client's trusted relationship managerEngage with Certified Financial Planners and Financial Advisors to create and analyze the client's financial plan and strategize on how to present the breadth of Citizens solutions across banking, lending, and partner with the Advisor for investments to help clients reach their financial goalsIntroduce appropriate opportunities to segment partners, based on their financial goals, including but not limited to Financial Advisor, Wealth Advisor, Home Loan Officer, Small Business Partners, etc.
Private Client Group:
high-touch, face-to-face or virtual meetings, consistent communication, access to financial education materials, etc.
Leverage Salesforce CRM tool to document client interactions in detailBuild an activity-based business development plan centered around proactive outreach and follow-up behaviors
Qualifications
Bachelor's degree (preferred) or 3-5 years relevant equivalent experienceSIE required, and at least one of the three following licenses required for application: Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses.
Demonstrated success in a client-centric, proactive sales environmentExperience in cultivating relationshipsSuccess in new client acquisition, cultivating and maintaining relationships through exceptional service, and revenue generation, including but not limited to: Planning/banking/lending product referrals and sales and investment referralsExperience establishing and maintaining relationships with clients and internal partnersExcellent written and verbal communication skillsKnowledge of industry regulatory requirements to ensure a sound control environment
Hours and Work Schedule
Hours per Week: 40
Work Schedule:
M-F
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
At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability.
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 (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), 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.
Equal Employment and Opportunity EmployerCitizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.
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
#J-18808-Ljbffr
Private Client Relationship Manager professionals in Newington
-
Elizabeth Briganti
Outgoing, sales, and marketing Director