PRIVATE CLIENT MARKET LEADER - MID WEST (OH/MI)
Company: Citizens
Location: Detroit
Posted on: May 11, 2024
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 excellent
capabilities. - Citizens stands and grows with its clients. -
Within Citizens Core Banking Division, -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 Banking
Relationship Management to influence the Private Client strategy
across Citizens, including but not limited to topics such as
growth, profitability, multiyear planning, technology, and
competitive dynamics. - You will keep up to date with industry
trends, develop recommendations to drive the future success of
Citizens Private Banking and our competitive advantage. -Primary
responsibilities include
- Lead and motivate a team of 30+/ licensed Private Client
Relationship Managers (PCRMs) across a specified, broad geography,
both in person and remotely.
- 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.
- Role model, coach and influence PC RMs to consistently engage
clients utilizing the Citizens Consultative Client Engagement
Process, leading with financial planning 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 Banking 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 Banking 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 Banking and our competitive advantage.Qualifications,
Education, Certifications and/or Other Professional Credentials
- 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, Leading, Motivating and
Coaching a team of Registered Reps/Licensed Relationship Managers
or Licensed Bankers
- FINRA licenses required: Series 7, 24, 65/63 or 66. - State
insurance license required.Hours & Work Schedule
- Hours per Week: 40
- Work Schedule: M-F; some travel requiredPay Transparency -The
salary range for this position is $135,000 - $175,000 per year,
plus an opportunity to earn an annual discretionary bonus. 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 very local and state jurisdiction
in the United States. For an overview of our benefits, visit . 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
OpportunityAt 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
EmployerCitizens is a brand name of Citizens Bank, N.A. and each of
its respective affiliates.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
Keywords: Citizens, East Lake , PRIVATE CLIENT MARKET LEADER - MID WEST (OH/MI), Accounting, Auditing , Detroit, Florida
Didn't find what you're looking for? Search again!
Loading more jobs...