Private Client Market Leader

About the role

Citizens' mission is to help clients, colleagues, and communities reach their potential through a distinguished client-centric culture, continuous improvement, and enhanced capabilities. As a Private Client Market Leader, you will lead, coach, and develop a team of licensed Private Client Relationship Managers across a specified geography, acquiring, deepening, and retaining affluent, high-net-worth, and ultra-high-net-worth clients.

Your impact will help clients save and grow their assets, manage debt, secure their income, protect their family, and prepare them to leave a legacy. You will partner cross-functionally with Citizens Wealth, Consumer, and Private Client teams to influence the Private Client strategy, keeping up to date with industry trends and developing recommendations to drive future success.

Responsibilities

• Lead and motivate a team of 30+ licensed Private Client Relationship Managers across a broad geography, both in person and remotely.
• Inspire the team to achieve business results and customer experience goals by connecting strategy to day-to-day activities and results.
• Role model, coach, and influence PCRMs to consistently engage clients utilizing the Citizens Consultative Client Engagement Process, leading with financial planning and delivering a best-in-class client experience.
• Identify high potentials, create a winning team, and proactively build a network of bench strength, recruit, select, and onboard top talent PCRMs.
• Inspect PCRM productivity, implement effective performance management routines, and leverage reporting and sales tools to proactively identify and coach the team to successfully convert sales opportunities.
• Participate in and drive the development of goals and strategies for the team to achieve goals, emulate the Dedicated Advisory Team model, and build internal relationships across various lines of business.
• Serve as a subject matter expert for the team, demonstrate technical expertise in sophisticated banking and lending strategies, and conduct supervisory duties as determined by the Business.

Qualifications

The ideal candidate will have a minimum of 10 years in a leadership capacity, knowledge of banking and wealth management products and services, and a proven track record of recruiting, leading, motivating, and coaching a team of Registered Reps/Licensed Relationship Managers or Licensed Bankers.

FINRA licenses required: Series 7, 24, 65/63 or 66, and a state insurance license.

Pay and Benefits

The salary range for this position is $162,000 - $211,000 per year, plus an opportunity to earn an annual discretionary bonus. We offer competitive pay, comprehensive medical, dental, and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs, and more.