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Citizens Financial Group · New York, NY

# Private Client Relationship Manager

New York, NY, United States Manager or lead $83,000 - $104,000 per year Finance & Accounting 

Listed on Citizens Financial Group’s official careers site. Posted October 27, 2026. Check that it is still open and apply there.
[Apply on Citizens Financial Group’s careers site →](https://hcgn.fa.us2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1/job/49574)

[OpenNash Jobs](https://jobs.opennash.com/) / [Citizens Financial Group](https://jobs.opennash.com/companies/citizens-financial-group/) / Private Client Relationship Manager

## Job description

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 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 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 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.

### Required 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. 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. Mandarin / Cantonese language skills required.

### Hours & Work Schedule Hours per Week

40 Work Schedule: M-F; potential Saturday hours 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 budget, 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 [https://jobs.citizensbank.com/benefits](https://jobs.citizensbank.com/benefits).

## At a glance
- Posted by the employer: Oct 27, 2026
- First seen by OpenNash: Nov 1, 2026
- Last checked: Nov 8, 2026
- Listed for: 12 days
- Location: New York, NY, United States
- Pay: $83,000 - $104,000 per year[Apply on Citizens Financial Group’s careers site →](https://hcgn.fa.us2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1/job/49574)

## Hiring at Citizens Financial Group
- Open jobs: 465
- New in the last 7 days: After two weekly collections
- Tracked since: Jul 10, 2026

[All Citizens Financial Group jobs](https://jobs.opennash.com/companies/citizens-financial-group/) · [Weekly hiring report](/reports/hiring/)

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### [Citizens Teller](https://jobs.opennash.com/companies/citizens-financial-group/jobs/91c22338ea46bb3ca9c3/)

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