Private Client Market Leader - Westwood, Ma

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 excellentcapabilities. 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 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 Client Relationship Management to influence the Private Client strategy across Citizens, including but not limited to topics such as growth, profitability, multi-year planning, technology, and competitive dynamics.  You will keep up to date with industry trends, develop recommendations to drive the future success of Citizens Private Client and our competitive advantage. 

Responsibilities:

• Lead and motivate a team of 30+/- licensed Private Client Relationship Managers (PCRMs) across a specified, broad geography, both in person and remotely 
• Role model, coach and influence PC RMs to consistently engage clients utilizing the Citizens Consultative Client Engagement Process, leading with financial planning 100% 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 Client 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 Client 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 Client and our competitive advantage.
• 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.

Qualifications:

• Minimum 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 and leading a team of Registered Reps/Licensed Relationship Managers.
• Ability to motivate through change 
• Ability to present information and facilitate an engaging, motivating conversation 
• Experience in coaching and providing feedback in a professional environment.
• Strong understanding of effective communication concepts, tools and techniques, including written and verbal communication skills. 
• Ability to inspire others.
• Ability to manage multiple, concurrent objectives and activities, making effective judgement as to prioritization and time management 
• Strong interpersonal skills, ability to effectively work with other lines of business.
• FINRA licenses required: Series 7, 24 or 9/10, 65 or 63 &66.  State insurance license required.
   

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.

Education: Why Work for UsEmployment Type: 1ST