Jobs
>
Oklahoma City

    Private Client Relationship Manager - Oklahoma City, United States - CFA Institute

    CFA Institute
    CFA Institute Oklahoma City, United States

    2 weeks ago

    Default job background
    Description
    You will need to login

    before you can apply for a job.
    Private Client Relationship Manager (Worcester, MA)

    Description


    At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances.

    In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial goals.

    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.

    Primary responsibilities include
    Acquire qualified, new-to-wealth relationships through leads and by developing internal and external referral sources to introduce to the Private Client value proposition
    Perform regular, proactive outreach to manage, deepen and retain the relationships, creating remarkable experiences
    Conduct thorough discovery to understand family dynamics, goals and objectives and current financial situation, becoming the client's trusted relationship manager
    Engage 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 goals

    Introduce 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.

    Provide regular, value-added engagement with clients of the

    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 detail
    Build an activity-based business development plan centered around proactive outreach and follow-up behaviors

    Qualifications, Education, Certifications and/or Other Professional Credentials
    Bachelor's degree (preferred) or 3-5 years relevant equivalent experience
    Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses. At least one of these licenses is required; additional licenses can be obtained within a specific timeframe upon hire
    Demonstrated success in a client-centric, proactive sales environment
    Experience in cultivating relationships
    Success 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 referrals
    Experience establishing and maintaining relationships with clients and internal partners
    Excellent written and verbal communication skills
    Knowledge of industry regulatory requirements to ensure a sound control environment

    Hours & 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 Employer

    Citizens 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

    Sign in or create an account to start creating job alerts and receive personalised job recommendations straight to your inbox.

    #J-18808-Ljbffr
  • Oak Street Health

    Community Relationship Manager

    2 weeks ago

    Oak Street Health Oklahoma City, United States

    Company: Oak Street Health · Title: Community Relationship Manager · Location: Varies · Role Description · Community Relationship Managers (CRMs) are an integral part of our broader Outreach team, which is responsible for engaging adults on Medicare in the community to help d ...

  • BOK Financial

    Relationship Manager II

    2 weeks ago

    BOK Financial Oklahoma City, United States

    Req ID: 74122 · Location: Oklahoma City -OKC, Edmond -EDMO, Moore -MOOR, Norman -NORM, Warr Acres -WARR, Yukon -YUK · Areas of Interest: Commercial Banking; Business Development; Sales · Pay Transparency Salary Range: Not Available · BOK Financial, Headquartered in Tulsa, Okl ...

  • BOK Financial

    Relationship Manager II

    2 weeks ago

    BOK Financial Oklahoma City, United States

    Req ID: 74122 · Location: Oklahoma City -OKC, Edmond -EDMO, Moore -MOOR, Norman -NORM, Warr Acres -WARR, Yukon -YUK · Areas of Interest: Commercial Banking; Business Development; Sales · Pay Transparency Salary Range: Not Available · BOK Financial, Headquartered in Tulsa, Okl ...

  • Argent Financial Group

    Relationship Management Associate

    1 week ago

    Argent Financial Group Oklahoma City, United States

    Job Description · Job DescriptionJob description · Relationship Management Associate · Position Summary:This position reports directly to the Relationship Manager to support the activities of the local market. This position is salaried, non-exempt. The Relationship Management Ass ...

  • Commerce Bank

    Commercial Banking Relationship Manager

    3 days ago

    Commerce Bank Oklahoma City, United States

    About Working at Commerce · Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our cu ...

  • U.S. Bank

    Associations Sales and Relationship Manager

    4 weeks ago

    U.S. Bank Oklahoma City, United States Paid Work

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions, enabling the communities we support to grow and succeed in the right ways, all more confidently and more often—that's what we call the co ...

  • Solenis

    Business Relationship Manager, Industrial Water Treatment

    4 days ago

    Solenis Oklahoma City, United States

    Solenis is a leading global producer of specialty chemicals focused on delivering sustainable solutions for water-intensive industries, including consumer, industrial, institutional, food and beverage, and pool and spa water markets. Owned by Platinum Equity, the company's produc ...

  • Wolters Kluwer

    Account & Relationship Management Executive - Health (USA-Remote)

    2 weeks ago

    Wolters Kluwer Oklahoma City, United States Paid Work

    The Account & Relationship Management Executive is responsible for building and maintaining effective long-term relationships and a high level of satisfaction with decision makers and influencers at an assigned group of customer accounts. Responsible for developing and implementi ...

  • Avature

    Vice President, Client Relationship Manager, RIA/Family Office

    2 weeks ago

    Avature Oklahoma City, United States

    Vice President, Client Relationship Manager, RIA/Family Office (Texas) · Location: · Remote · Line of Business: · Investor Relations · Job Function: · Investor Relations · Date: · Tuesday, April 16, 2024 · Position Summary · Position Summary · The Client Relationship Manager (CR ...

  • Staples, Inc.

    B2B Sales Consultant, Healthcare

    1 week ago

    Staples, Inc. Oklahoma City, United States Full time

    Staples is business to business. You're what binds us together. · Prospects within defined territory to win net new small to medium business customers. B2Bs are also responsible to ramp and onboard net new won accounts to further expanding our customer base. It is a high velocity ...

  • Horizon Technologies

    Living area management

    2 weeks ago

    Horizon Technologies Oklahoma City, United States

    This is what excites you about the facility · Top salary & bonus payments · Company pension plan · Permanent employment contract · Career opportunities · Flexibility in full-time and part-time · Training and further education opportunities · Quality management · Team even ...

  • Sapphire Solutions

    Training for Office Management Clerk

    2 weeks ago

    Sapphire Solutions Central City, United States

    Training as an IT specialist for application development web (m/f/d) in Central CityWhy conplement? · ... you have a true talent for organization and the office is your playground? Are you always hungry for new knowledge, full of energy and can imagine blossoming into the heart a ...

  • beBee Professionals

    Senior Key Account Manager

    2 weeks ago

    beBee Professionals Oklahoma City, United States Full time $95,000 - $130,000

    About beBee: · beBee is a revolutionary professional networking platform that aims to create real connections across various industries, enabling professionals to share insights, opportunities and knowledge. Our vibrant community thrives on collaboration and the exchange of ideas ...

  • Harrison Consulting Solutions

    Civil/Geotechnical Engineer

    1 week ago

    Harrison Consulting Solutions Oklahoma City, United States

    Multi-state design firm is seeking a Senior Civil/Geotechnical Engineer with a focus on dam projects for their team in Oklahoma City · Responsibilities: · Provide technical leadership/project management for water resources projects · Tasks include inspection, investigation, evalu ...

  • CompleteOk

    Hospice Community Liaison

    2 weeks ago

    CompleteOk Oklahoma City, OK, United States Full time

    *Company Overview**CompleteOK is seeking a (Hospice) Community Liaison to join our growing CompleteOK team in Oklahoma City, Ok This position will work to gain local partnerships for our hospice office located in Oklahoma. If you are energetic, outgoing, with hospice industry kno ...

  • Oklahoma Heart Hospital

    Advanced Practitioner, Acute Care/ Vein Clinic

    9 hours ago

    Oklahoma Heart Hospital Oklahoma City, OK, United States Full time

    Overview: ONE TEAM. ALL HEART. At Oklahoma Heart Hospital (OHH), patient care is at the heart of everything we do. Our nurses are involved in every aspect of their patients' care and provide hope, compassion and healing to patients and their families. In collaboration with our p ...

  • Prokatchers

    Travel Nurse RN

    1 week ago

    Prokatchers Oklahoma City, OK, United States

    Prokatchers is seeking a travel nurse RN Pediatrics for a travel nursing job in Oklahoma City, Oklahoma. · Job Description & Requirements · Specialty: Pediatrics · Discipline: RN · Duration: 13 weeks · 36 hours per week · Shift: 12 hours, days · Employment Type: Travel · Requirem ...

  • Samba Care

    Travel Nurse RN

    1 week ago

    Samba Care Oklahoma City, OK, United States

    Samba Care is seeking a travel nurse RN Case Management for a travel nursing job in Oklahoma City, Oklahoma. · Job Description & Requirements · Specialty: Case Management · Discipline: RN · Start Date: ASAP · Duration: 13 weeks · 32 hours per week · Shift: 8 hours, days · Employm ...

  • LRS Healthcare - Travel Nursing

    Travel Nurse RN

    1 week ago

    LRS Healthcare - Travel Nursing Oklahoma City, OK, United States

    LRS Healthcare - Travel Nursing is seeking a travel nurse RN Case Management for a travel nursing job in Oklahoma City, Oklahoma. · Job Description & Requirements · Specialty: Case Management · Discipline: RN · Start Date: ASAP · Duration: 13 weeks · 40 hours per week · Shift: 8 ...

  • Konica Minolta Business Solutions, U.S.A., Inc.

    Senior Account Executive

    1 week ago

    Konica Minolta Business Solutions, U.S.A., Inc. Oklahoma City, OK, United States Full time

    Overview: Konica Minolta currently has an exciting opportunity for you to join us as a Senior Account Executive - Commercial Print Specialist Responsibilities: · You will seek out new customers and partner with existing ones by offering a variety of solutions to improve their b ...