Private Client Relationship ManagerBoston, MassachusettsBoston, Massachusetts

Citizens Wealth Management
Boston, US
Career-pivot friendly

Why this role

Pace
Fast Paced
Collaboration
High
Autonomy
Medium
Decision Impact
Team
Role Level
Individual Contributor
Career Pivot Friendly
Welcomes transferable skills

What success looks like

  • growth in net new investment assets
  • growth in new deposits
  • client satisfaction
Typical background
bankingwealth management

Transferable backgrounds

Skills & requirements

Required

salesclient relationship managementfinancial planningCRM systems

Preferred

wealth managementbanking

Stack & domain

CommunicationSieSeries 6Series 63Series 66LifeHealthAccident insuranceFinance

About the role

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…

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