Workplace Planning Associate

Company: Citizens
Location: Lincoln
Posted on: May 1, 2025

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 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

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• Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions.
  
• Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives.
  
• Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights.
  
• Provide exceptional, high-touch client experiences.
  
• Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals.
  
• Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens.
  
• Leverage Salesforce CRM to track activity.
  
  Measures of Success include
  
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  • Growth in net new investment assets in collaboration with Wealth Partners.
    
  • Growth in new deposits including checking, savings, and CD balances.
    
  • Growth in lending units and balances through mortgages, home equity lines, and securities-based lending.
    
  • Client satisfaction survey results.
    
    Qualifications, Education, Certifications and/or Other Professional Credentials
    
    
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    • Bachelor's degree (preferred).
      
    • 3 - 5 years of banking, wealth management or other relevant equivalent experience.
      
    • Experience working with affluent and high net worth clients.
      
    • A minimum of two licenses required: SIE, Series 6 (or 7), 63 (or 66), and Life and Health, Accident Insurance Licenses. Additional licenses can be obtained within a specific timeline upon hire.
      
    • Demonstrated success in a client-centric, initiative-taking sales environment.
      
    • Experience establishing and maintaining relationships with clients and internal partners.
      
    • Knowledge of industry regulatory requirements to ensure a sound control environment.
      
    • Excellent written and verbal communication skills.
      
      Compensation
      
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      • Salary and opportunity to earn Incentive compensation.
        
      • Salary is commensurate with experience.
        
        Hours & Work Schedule
        
        
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        • Hours per Week: 40
          
        • Work Schedule: M-F; potential Saturday hours
          
          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 OpportunityCitizens, 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, 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. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.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 Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Keywords: Citizens, Pawtucket , Workplace Planning Associate, Other , Lincoln, Rhode Island