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 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. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs), creating the Citizens Private Client team.
Primary responsibilities include:
Measures of success include:
Qualifications, Education, Certifications and/or Other Professional Credentials:
Hours & Work Schedule:
Pay Transparency:
The salary range for this position is $83,000 - $104,000 per year, plus an opportunity to earn additional incentive earnings. 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 every local and state jurisdiction in the United States. For an overview of our benefits, visit
Private Client Relationship Manager • Andover, MA, United States
Senior Commercial Lines Account Manager.Soderberg Insurance Services is looking for a Senior Commercial Lines Account Manager to join their team in Lynnfield, MA.Schedule: 8:30am-5:00pm Monday - Fr... Show more
Customer Relationship Management; Insurance - Property & Casualty Insurance.This is the job title and description.The job details and application information have been removed to focus on the core ... Show more
Relationship Banker, Seabrook, MA.Santander is a global leader and innovator in the financial services industry.Our focus is on fostering an enriching journey that empowers you to explore diverse c... Show more
KLR is one of the largest full-service CPA and business advisory firms in New England and is ranked amongst the Top 100 firms in the United States.From our offices in Andover, Boston, Lausanne, New... Show more
Commercial Lines Account Manager.Ironside Insurance Group is a privately owned independent agency founded in 2012 in downtown Boston's financial district, quickly growing to become a leader in the ... Show more
At OceanFirst Bank, each one of our employees plays an important role in delivering value to our customers and executing daily tasks in accordance with our core values.We recognize that our employe... Show more
The Atlantic Group is seeking a Personal Lines Account Manager About the Job:The Account Manager will be responsible for servicing Personal Lines Accounts.The primary function of this position is t... Show more
Working under the directives and goals set forth by the Regional Mortgage Development Manager, each MLO is responsible for the production of mortgage originations within assigned geography.Assists ... Show more
Manager - Transaction Services & Private Equity.In the United States - Boston | New York.We are looking for an experienced Private Equity/Commercial Due Diligence professional to help expand our Tr... Show more
Associate Client Relations Specialist.As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in... Show more
Cash Management Relationship Manager.The Cash Management Relationship Manager is responsible for the development and retention of Cash Management revenue and deposit growth.In conjunction with Comm... Show more
A leading software firm is seeking a Client Director for the FS Banking sector.This role requires a strong sales leadership background and the ability to manage strategic accounts effectively.Ideal... Show more
Seeking a Relationship Manager to join our growing Healthcare Industry Vertical within Citi's Commercial Bank (CCB).Target market includes companies in the Medical Device, Tools & Diagnostics, Life... Show more
Personal Lines Client Service Manager.At Gallagher, we're united by a commitment to one another's growth and the pursuit of shared goals.We're looking for a Personal Lines Client Service Manager to... Show more
SCS is looking to hire a full-time Client Portfolio Manager (CPM) to join its Investment Team.The CPM will be an important liaison between the Investment Group (IG), Investment Services (IS), and P... Show more
We are looking to expand our client facing team.You will be joining the market leader in front office systems as they continue to expand their service offerings.Manage a client base inclusive of th... Show more
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.Responsible Growth is how we run our company and how we deliver for o... Show more
Relationship Manager & Servicing Advisor.Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experie... Show more
Private Equity Senior Associate or Associate.The Associate will join a middle-market private equity firm in their Boston, MA office.Our client focuses on business services, healthcare services, and... Show more
Mortgage Servicing Assistant Manager, Full-Time, Hybrid Marlboro or Chelmsford.Requisition Number: MORTG005849.The Mortgage Services Assistant Manager is responsible for all Mortgage Servicing func... Show more
