Private Client Market Leader - Mid Atlantic (PA/NY)
Company: Citizens
Location: Brooklyn
Posted on: May 9, 2024
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Job Description:
DescriptionAt 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 stands and grows with its clients. Within
Citizens Core Banking Division, 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 Private Client Market
Leader (PCML), you will lead, coach, and develop a team of licensed
Private Client Relationship Managers (PCRM) across a specified
geography. Your team of PC RMs are responsible for acquiring,
deepening, and retaining our affluent, high-net worth, and
ultra-high-net worth clients by thinking long term, always doing
the next right thing and collaborating with other colleagues. You
will motivate your team through behavioral change management, coach
your team on consistent execution of our defined client engagement
process and lead your team on day-to-day execution of activities
leading to sales results. Your impact will help our 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. In addition to leading your team, you will partner
with and support the Head of Private Banking Relationship
Management to influence the Private Client strategy across
Citizens, including but not limited to topics such as growth,
profitability, multiyear planning, technology, and competitive
dynamics. You will keep up to date with industry trends, develop
recommendations to drive the future success of Citizens Private
Banking and our competitive advantage.Primary responsibilities
includeLead and motivate a team of 30+/ licensed Private Client
Relationship Managers (PCRMs) across a specified, broad geography,
both in person and remotely.
Inspire team to achieve business results and customer experience
goals by connecting strategy to day-to-day activities and
results.
Proactively engage and influence the team through regular, value
add communications - virtual and in person, and in 1:1, small
group, and full team meetings.
Role model, coach and influence PC RMs to consistently engage
clients utilizing the Citizens Consultative Client Engagement
Process, leading with financial planning of the time and delivering
a best in class client experience.
Identify high potentials and create a winning team. Raise the bar
with every talent decision. - Proactively build a network of bench
strength, recruit, select, and onboard top talent PC RMs.
Inspect PC RM productivity and implement effective performance
management routines to take ownership of financial
performance-to-goal/business results/metrics.
Leverage reporting and sales tools to proactively identify and
coach team to successfully convert sales opportunities.
Participate in and drive the development of goals and strategies
for team to achieve goals. - Emulate the Dedicated Advisory Team
model by working closely with respective DSMs/RSMs and CFP
Team.
Build internal relationships across various lines of business
(Retail, Mortgage, Business Banking, Commercial Team, etc.) to grow
the Private Banking business and facilitate integrated business
development opportunities and solutions for clients.
Serve as subject matter expert for team and demonstrates technical
expertise in sophisticated/complex banking and lending
strategies.
Conduct supervisory duties as determined by the Business.
Serve as an escalation point for risk management topics and
coordinate problem solving.
In collaboration with key stakeholders, support the Head of Private
Banking Relationship Management to continue to build out and
develop the Private Client Segment.
Keep up to date with industry trends.
Develop recommendations to drive the future success of Citizens
Private Banking and our competitive advantage.Qualifications,
Education, Certifications and/or Other Professional
CredentialsMinimum of 10 years in leadership capacity, preferably
in Wealth Management.
Knowledge of banking and wealth management products and services;
ability to apply this knowledge to client needs and objectives
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. State insurance
license required.Hours & Work ScheduleHours per Week: 40
Work Schedule: M-F; some travel requiredPay TransparencyThe salary
range for this position is $135,000 - $175,000 per year, plus an
opportunity to earn an annual discretionary bonus. Actual pay is
based on various factors including but not limited to the work
location, and relevant skills and experience.We offer competitive
pay, comprehensive medical, dental and vision coverage, retirement
benefits, maternity/paternity leave, flexible work arrangements,
education reimbursement, wellness programs and more. Note,
Citizens' paid time off policy exceeds the mandatory, paid sick or
paid time-away policy of very local and state jurisdiction in the
United States. For an overview of our benefits, visit
https://jobs.citizensbank.com/benefits.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 OpportunityAt 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 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
Keywords: Citizens, Trenton , Private Client Market Leader - Mid Atlantic (PA/NY), Accounting, Auditing , Brooklyn, New Jersey
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