Citizens is Hiring Private Client Relationship Managers (PCRMs) in Southern New England
Impact the moments that matter for our clients.
At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances.
We’re hiring Private Client Relationship Managers (PCRMs) across many locations in our Southern New England region as we work to substantially increase our Citizens Private Client services, and add to our commitment to the business. Discover opportunities where you can make a meaningful impact.
Our Southern New England PCRMs benefit from an exclusive coverage of a defined territory, with an existing customer base of qualified Citizens Private Clients. This allows them to deliver a high-touch exceptional experience and provide extraordinary service to affluent and high-net-worth clients with a goal of acquiring new, and deepening existing, relationships.
Among other qualifications, PCRM candidates must meet the following requirements:
- Bachelor’s degree (preferred) or 3-5 years relevant equivalent experience
- SIE, Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses
- At least two licenses required; additional licenses can be obtained within a specific timeframe upon hire
- Demonstrated success in a client-centric, proactive sales environment
"As the leader of the Private Client team, I believe people matter. Our leaders deliver on the promise of ongoing coaching and professional development of their teams. Our Relationship Managers complete an in-depth, new hire development program focused on our client engagement model: understanding the psychological side of how decisions are made and how to best connect with clients. We hire individuals with the right mindset and a desire to provide exceptional experiences for our clients. Success is measured through Relationship Mangers’ delivery of extraordinary service. Our people are our differentiator in Private Client. Are you ready to join our team?"
Anita Bosch, SVP, Head of Private Client Relationship Management
Citizens Private Client provides our affluent and high-net-worth clients personalized, world-class financial planning and advice to help them achieve their financial goals. Our culture of continuous coaching, professional development, and ongoing practice management support make this possible. As part of our elite PCRM team, you’ll earn the title of ‘trusted advisor’ for your clients by going through discovery conversations, uncovering goals, and create and implement a plan. You will deepen relationships by offering banking and lending solutions based on your client’s needs, and by collaborating with a dedicated Certified Financial Planner and Financial Advisor, to help them with short- and long-term financial goals.
Job Opportunities Near You
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Connecticut |
Massachusetts |
Rhode Island |
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West Hartford & New Haven |
Dartmouth, Fairhaven, Falmouth, Hingham & New Bedford |
Barrington, Cranston, Cumberland, Narragansett, Wakefield & Westerly |
Hear from our PCRMs about their impact
“Partnership at Citizens is the key to everything. A real “one team approach” is what my clients feel whenever they work with me. My Private Client Financial Advisor and I had a discovery meeting for a new client and found that beyond his rollover needs, he has a mother who is ill and a home that needed to be re-financed. We collaborated with my Mortgage Loan Officer and were able to take care of the clients’ needs on multiple fronts. Working with advisors here is a real partnership as we bring more eyes, and expertise to the table.”
– Jesus M.
"I felt a sense of immense pride when implementing my first financial plan. I had the trust of all my partners. The clients were two physicians that put their full faith in my team and what we could do for them. We started with $6,500 CD and ended with a $1.8M dollar relationship. I look forward to every meeting. We have only met virtually, however I know I will be invited to their children’s weddings."
– Christine C.
"I was able to secure an appointment with a client to meet with myself and my Private Client Financial Advisor to review her external investments. We were able to address how her allocation in her current investments did not match her risk tolerance, as well as the way her account was structured and the type of funds were cutting into her returns from the extensive fees. Being able to build rapport and trust led to earning the conversation about her investments, and how we can help meet her financial goals."
- Alex S.
