Private Client Relationship Manager - NEWTOWN SQUARE - Citizens

    Citizens
    Citizens NEWTOWN SQUARE

    13 hours ago

    Full time
    Description

    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.

    Compensation

    • Salary and opportunity to earn Incentive compensation.
    • Salary is commensurate with experience.

    Hours & Work Schedule

    • Hours per Week: 40
    • Work Schedule: M-F; potential Saturday hours

    #LI-JH1

    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 UsAt 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.

  • Private Client Relationship Manager

    1 month ago

    Only for registered members Newtown Square

    + Private Client Relationship Manager + · At Citizens, our mission is to help clients... +Responsibilities Include+ · Acquire and onboard new affluent... +Qualifications,+Education,+Certifications And/or Other Professional Credentials · + Bachelor's degree (preferred).+ · 5 yea ...

  • Private Client Relationship Manager

    5 days ago

    Only for registered members Philadelphia, PA, United States

    +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. · Salary and opportunity to earn Incentiv ...

  • SBA Relationship Manager

    1 week ago

    Only for registered members Wayne $111,440 - $183,082 (USD)

    At WSFS Bank, we empower our Associates to grow their careers and guide our customers to secure their financial futures. · ...

  • Portfolio Relationship Manager

    1 week ago

    Only for registered members KING OF PRUSSIA, PA, United States

    We're seeking a Portfolio Relationship Manager who can elevate strategic growth and deepen GHD's influence across a defined portfolio of priority clients. · ...

  • SBA Relationship Manager

    2 weeks ago

    Only for registered members Wayne Full time $111,440 - $183,082 (USD)

    We empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. · ...

  • Agency Relationship Manager

    1 week ago

    Only for registered members Wayne

    +Our Agency Representatives are business to business salespeople focused on generating new business opportunities by sharing the Apogee story and our insurance products with independent retail agent customers. Generate New Business Opportunities from independent retail insurances ...

  • SBA Relationship Manager

    1 month ago

    Only for registered members Wayne Full time $90,604 - $148,847 (USD)

    We empower our Associates to grow their careers and guide our customers to secure their financial futures. Careers with WSFS Bank offer an inclusive and supportive culture competitive salaries advancement opportunities and more. We are the region's locally headquartered bank and ...

  • Relationship Account Manager

    3 weeks ago

    Only for registered members Berwyn Full time

    We are seeking a Relationship Account Manager for our Berwyn location. The person in this role will cultivate new relationships and manage existing accounts within a pharmacy benefit management or health plan environment. · Cultivate strong relationships with both new and existin ...

  • Relationship Account Manager

    3 weeks ago

    Only for registered members Berwyn, PA

    +AscellaHealth seeks a Relationship Account Manager for our Berwyn, PA location. The person in this role will be strategic and client-facing, responsible for cultivating new relationships and managing existing accounts within a pharmacy benefit management (PBM) or health plan env ...

  • Internal Relationship Manager

    1 month ago

    Only for registered members Radnor $69,000 - $124,600 (USD)

    We are excited to bring on an enthusiastic Internal Relationship Manager to our Retirement Plan Services Client Engagement Team. · As an Internal Relationship Manager, you will assist in executing on RPS's strategic vision, · deliver on the business commitments, · and support ret ...

  • Internal Relationship Manager

    1 month ago

    Only for registered members Radnor, PA

    We are excited to bring on an enthusiastic Internal Relationship Manager to our Retirement Plan Services Client Engagement Team. · <li_Execute on Relationship Manager requests received via the IRM mailbox<li_Manage the internal RFP rebid process as assigned<li_Utilize internal sy ...

  • Internal Relationship Manager

    1 month ago

    Only for registered members Radnor, PA

    We are excited to bring on an enthusiastic Internal Relationship Manager to our Retirement Plan Services Client Engagement Team. We are looking for someone who is passionate about working in a collaborative environment to help plan sponsors and financial professionals deliver the ...

  • Portfolio Relationship Manager

    1 month ago

    Only for registered members Tredyffrin Township Full time

    Join us as we strive to ensure a sustainable future for our communities and the world we live in. · Cultivate long-term partnerships by aligning client needs with GHD's full suite of capabilities. · Develop and execute strategies to expand GHD's footprint across Priority, Growth, ...

  • Head of Strategic Relationship Management

    3 weeks ago

    Only for registered members Wayne, PA

    We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. · Develop and execute the overall key accoun ...

  • Head of Strategic Relationship Management

    2 weeks ago

    Only for registered members Wayne $225,000 - $275,000 (USD)

    The Head of Strategic Relationship Management is responsible for developing and cultivating key home office relationships with institutional and intermediary clients. · Develop and execute the overall key account management strategy aligned with corporate goals. · Responsible for ...

  • Relationship Manager- Wealth Management

    1 month ago

    Only for registered members Malvern Full time

    Vanguard is seeking passionate and driven individuals to join our growing Advice & Wealth Management division as Relationship Managers · This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC), the SIE, Series 7 and 63/65 or 66 (or equivalent). Certain ...

  • Relationship Manager- Wealth Management

    1 month ago

    Only for registered members Malvern

    Vanguard seeks passionate and driven individuals to join our growing Advice & Wealth Management division as Relationship Managers. · ...

  • VP, Relationship Manager

    3 weeks ago

    Only for registered members Malvern

    +As a VP Senior Relationship Manager, you will be responsible for soliciting and closing new, profitable business and managing the existing portfolio to bank standards. · +Call new commercial clients (loans & deposits) · Negotiate terms and conditions to successfully close profit ...

  • Relationship Manager- Wealth Management

    1 week ago

    Only for registered members Malvern Full time

    Are you ready to take the next step in your financial services relationship management career? Vanguard is seeking passionate and driven individuals to join our growing Advice & Wealth Management division as Relationship Managers · ...

  • Private Banking Relationship Manager

    1 day ago

    Only for registered members Berwyn, PA

    We empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. · Attend to the needs of private banking and wealth management customers primarily seeking consumer loans. · Serv ...

Jobs
>
Private client relationship manager
>
Jobs for Private client relationship manager in Newtown Square