A Career That Makes An Impact
Bring your skills to our growing team of Private Client Relationship Managers
At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. We’re growing our team of Private Client Relationship Managers (PCRMs), as we work to substantially increase our Citizens Private Client services, and add to our commitment to the business.
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'll provide an exceptional onboarding experience for new clients, as you learn their personal preferences and their individual and/or family financial aspirations. You'll 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.
Among other qualifications, PCRM candidates must meet the following requirements:
- Bachelor’s degree (preferred) or 5+ years relevant equivalent experience
- Licenses: SIE, Series 6 (or 7), and Series 63 (or 66) licenses are required at the time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire.
- Demonstrated success in a client-centric, initiative-taking sales environment
"I felt an immense sense of 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." - Christine C., Private Client Relationship Manager
Your Success Starts Day 1
Before you meet with clients, you'll attend our Wealth Colleague Development Program, a unique and in-depth, 4-week training experience for all colleagues advising our affluent and high-net-worth clients. PCRMs join new Private Client Financial Advisors to for a blend of in-person workshops and virtual learning.
You’ll gain a deep understanding of:
- Our business strategies, delivered by Private Client, Wealth Management, and Sales leaders
- Our Citizens consultative client engagement process
- Your communication style, how to effectively motivate behavioral change for yourself and others, as well as a workshop on social and emotional intelligence
- The premium we place on collaborative partnerships, with dedicated time to socialize/network across roles
But don't just take our word. Hear what recent PCRM hires have to say about the program.
"Great experience. One of the best corporate trainings I've ever been a part of.”
“The most valuable part was the small group coaching to dive into the engagement call and discovery process.”
“The onboarding and training experience has been undersold! The experience is very positive, building a great sense of community.”
Work hard, play hard
Our clients are at the center of everything we do. Behind the scenes, forming trusted relationships among one another is a critical element of collaboration - and proves the power of our network across the company. We encourage cross-collaboration in and outside of Citizens Private Client. We organize unique experiences for colleagues to get to know one another outside of day-to-day business, like our Citizens Stanley Cup event which brought PCRMs together with colleagues from Business Banking, Finance, Retail Banking, Mortgage, and Wealth Management.
Living our Credo
Impacting moments that matter applies to the communities where we live and work too. Our PCRM leadership is committed to dedicating volunteer time, organized by market, as part of monthly or quarterly team meetings. Our PCRMs have no shortage of opportunities to participate in onsite efforts or back-office gatherings supporting non-profits that make a difference. (Pictured: PCRMs from Philadelphia at Cradles to Crayons)
We're ready to chat with prospective Private Client Relationship Managers!
Our dedicated private client recruiters are here to connect with jobseekers who thrive on building lasting client relationships. If you meet our qualifications, you can schedule a time convenient for you to speak with our team, get a feel for our culture, and learn what sets our approach apart.
I felt an immense sense of 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.
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 had a home that needed to be re-financed. My Mortgage Loan Officer and I 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.
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Consumer Bank Colleagues Battle on the Ice
Colleagues across the Consumer Bank gathered for the 1st Annual Citizens Stanley Cup at a rink near our Johnston, RI campus.
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Celebrating Those Who Live Our Credo
We make it easy to recognize colleagues who live our values, drive innovation and volunteer in our communities.
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Inside Citizens: How Our Team Builds Meaningful Careers
How I Grow Here is a colleague spotlight series at Citizens that highlights real career journeys. Through bold moves, reflection, and support, colleagues grow in unexpected ways. This series inspires others to explore new paths and own their career development.