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 ...
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 ...
The Relationship Development Associate (RDA) is responsible for managing a dedicated portfolio of ... Create account plans to manage client growth, upsell potential, and identify areas for ...
The Relationship Development Associate (RDA) is responsible for managing a dedicated portfolio of ... Create account plans to manage client growth, upsell potential, and identify areas for ...
Client Associate/Registered Client Associate
Providence, RI · On-site
$45K - $70K/yr
Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and ... At RBC Wealth Management, your career progression matters to us. We offer training, development and ...
Client Associate/Registered Client Associate
Providence, RI · On-site
$45K - $70K/yr
Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and ... At RBC Wealth Management, your career progression matters to us. We offer training, development and ...
Client Associate/Registered Client Associate
Providence, RI · On-site
$45K - $70K/yr
As a Client Associate/Registered Client Associate, become a trusted resource to our clients ... At RBC Wealth Management, your career progression matters to us. We offer training, development and ...
Client Associate/Registered Client Associate
Providence, RI · On-site
$45K - $70K/yr
As a Client Associate/Registered Client Associate, become a trusted resource to our clients ... At RBC Wealth Management, your career progression matters to us. We offer training, development and ...
Client Associate/Registered Client Associate
Providence, RI · On-site
$45K - $70K/yr
As a Client Associate/Registered Client Associate, become a trusted resource to our clients ... At RBC Wealth Management, your career progression matters to us. We offer training, development and ...
Client Associate/Registered Client Associate
Providence, RI · On-site
$45K - $70K/yr
As a Client Associate/Registered Client Associate, become a trusted resource to our clients ... At RBC Wealth Management, your career progression matters to us. We offer training, development and ...
The Relationship Development Associate (RDA) is responsible for managing a dedicated portfolio of ... Create account plans to manage client growth, upsell potential, and identify areas for ...
The Relationship Development Associate (RDA) is responsible for managing a dedicated portfolio of ... Create account plans to manage client growth, upsell potential, and identify areas for ...
Client Associate/Registered Client Associate
Providence, RI · On-site
$45K - $70K/yr
As a Client Associate/Registered Client Associate, become a trusted resource to our clients ... At RBC Wealth Management, your career progression matters to us. We offer training, development and ...
Client Associate/Registered Client Associate
Providence, RI · On-site
$45K - $70K/yr
As a Client Associate/Registered Client Associate, become a trusted resource to our clients ... At RBC Wealth Management, your career progression matters to us. We offer training, development and ...
Consumer Product Development Partner - Retail Branch Growth Strategy
Providence, RI · On-site
$130K - $170K/yr
Primary business line POC for all retail matters - developing cohesive strategy encompassing client ... Responsible for management of full project governance on behalf of the LOB. * Create and implement ...
Consumer Product Development Partner - Retail Branch Growth Strategy
Providence, RI · On-site
$130K - $170K/yr
Primary business line POC for all retail matters - developing cohesive strategy encompassing client ... Responsible for management of full project governance on behalf of the LOB. * Create and implement ...
Primary business line POC for all retail matters - developing cohesive strategy encompassing client ... Responsible for management of full project governance on behalf of the LOB. * Create and implement ...
Primary business line POC for all retail matters - developing cohesive strategy encompassing client ... Responsible for management of full project governance on behalf of the LOB. * Create and implement ...
Primary business line POC for all retail matters - developing cohesive strategy encompassing client ... Responsible for management of full project governance on behalf of the LOB. * Create and implement ...
Primary business line POC for all retail matters - developing cohesive strategy encompassing client ... Responsible for management of full project governance on behalf of the LOB. * Create and implement ...
Consumer Product Development Partner - Retail Branch Growth Strategy
Providence, RI · On-site
$130K - $170K/yr
Primary business line POC for all retail matters - developing cohesive strategy encompassing client ... Responsible for management of full project governance on behalf of the LOB. * Create and implement ...
Consumer Product Development Partner - Retail Branch Growth Strategy
Providence, RI · On-site
$130K - $170K/yr
Primary business line POC for all retail matters - developing cohesive strategy encompassing client ... Responsible for management of full project governance on behalf of the LOB. * Create and implement ...
Client Executive
Providence, RI · Remote
$83K - $150K/yr
The Client Executive generates revenue through consultative selling and account management for new ... Business Development * Identify and execute new market expansion opportunities * Develop ...
Client Executive
Providence, RI · Remote
$83K - $150K/yr
The Client Executive generates revenue through consultative selling and account management for new ... Business Development * Identify and execute new market expansion opportunities * Develop ...
Registered Wealth Management Client Associate
Providence, RI · On-site
$26.50 - $42/hr
Invested in personal development * Consistently pursues client experience excellence * Works ... Issue Management * Oral Communications * Business Development * Client Solutions Advisory
Registered Wealth Management Client Associate
Providence, RI · On-site
$26.50 - $42/hr
Invested in personal development * Consistently pursues client experience excellence * Works ... Issue Management * Oral Communications * Business Development * Client Solutions Advisory
Registered Wealth Management Client Associate
$26.50 - $42/hr
Invested in personal development * Consistently pursues client experience excellence * Works ... Issue Management * Oral Communications * Business Development * Client Solutions Advisory
Registered Wealth Management Client Associate
$26.50 - $42/hr
Invested in personal development * Consistently pursues client experience excellence * Works ... Issue Management * Oral Communications * Business Development * Client Solutions Advisory
Registered Wealth Management Client Associate
Providence, RI · On-site
$25 - $45/hr
Business Development * Client Solutions Advisory * Pipeline Management * Prioritization ... Administrative Services * Emotional Intelligence * Referral Identification * Written Communications ...
Registered Wealth Management Client Associate
Providence, RI · On-site
$25 - $45/hr
Business Development * Client Solutions Advisory * Pipeline Management * Prioritization ... Administrative Services * Emotional Intelligence * Referral Identification * Written Communications ...
Business Development * Client Solutions Advisory * Pipeline Management * Prioritization ... Administrative Services * Emotional Intelligence * Referral Identification * Written Communications ...
Business Development * Client Solutions Advisory * Pipeline Management * Prioritization ... Administrative Services * Emotional Intelligence * Referral Identification * Written Communications ...
Site Development Project Manager
Providence, RI · On-site
$125K - $135K/yr
Supporting business development efforts and maintaining strong client relationships Skills ... Prior project management experience including contracts, QA/QC, scheduling, and staff oversight
Site Development Project Manager
Providence, RI · On-site
$125K - $135K/yr
Supporting business development efforts and maintaining strong client relationships Skills ... Prior project management experience including contracts, QA/QC, scheduling, and staff oversight
Associate, Client Reporting
Smithfield, RI · On-site
... Management (FIAM) and shaping how we move forward as a team. This is an opportunity to go beyond ... Contribute to the development of dashboard-based and automated reporting solutions * Identify and ...
Associate, Client Reporting
Smithfield, RI · On-site
... Management (FIAM) and shaping how we move forward as a team. This is an opportunity to go beyond ... Contribute to the development of dashboard-based and automated reporting solutions * Identify and ...
In this exciting role, you'll manage client relationships, spearhead new business ventures, and ... Drive Business Development: Leverage your existing relationships to identify and cultivate new ...
In this exciting role, you'll manage client relationships, spearhead new business ventures, and ... Drive Business Development: Leverage your existing relationships to identify and cultivate new ...
Associate, Client Reporting
Smithfield, RI · On-site
... Management (FIAM) and shaping how we move forward as a team. This is an opportunity to go beyond ... Contribute to the development of dashboard-based and automated reporting solutions * Identify and ...
Associate, Client Reporting
Smithfield, RI · On-site
... Management (FIAM) and shaping how we move forward as a team. This is an opportunity to go beyond ... Contribute to the development of dashboard-based and automated reporting solutions * Identify and ...
Client Development Manager information
See Rhode Island salary details
$10.8K - $26.3K
0% of jobs
$26.3K - $41.8K
10% of jobs
$41.8K - $57.2K
14% of jobs
$57.8K is the 25th percentile. Wages below this are outliers.
$57.2K - $72.7K
30% of jobs
$72.7K - $88.2K
10% of jobs
$88.2K - $103.7K
8% of jobs
$106.8K is the 75th percentile. Wages above this are outliers.
$103.7K - $119.2K
10% of jobs
$119.2K - $134.7K
3% of jobs
$134.7K - $150.2K
7% of jobs
$150.2K - $165.7K
1% of jobs
$165.7K - $181.2K
5% of jobs
$10.8K
$88.6K
$181.2K
How much do client development manager jobs pay per year?
What does a client development manager do?
How does a Client Development Manager typically collaborate with sales and account management teams?
What are the key skills and qualifications needed to thrive as a Client Development Manager, and why are they important?
Is being a BDM a stressful job?
What is the difference between Client Development Manager vs Business Development Executive?
| Aspect | Client Development Manager | Business Development Executive |
|---|---|---|
| Primary Focus | Maintaining and expanding existing client relationships | Identifying and acquiring new clients |
| Required Skills | Relationship management, negotiation, account management | Lead generation, sales pitching, prospecting |
| Work Environment | Client meetings, account reviews, ongoing client support | Networking events, cold calls, sales presentations |
| Industry Usage | Common in consulting, tech, finance | Common in sales, marketing, tech startups |
The Client Development Manager primarily focuses on nurturing existing client relationships and ensuring client satisfaction, while the Business Development Executive concentrates on generating new business opportunities. Both roles require strong communication skills and industry knowledge, but their core responsibilities differ in scope and objectives.
Is BDM higher than sales manager?
How much do customer development managers make?
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- Organizational Development Manager
- Operations Development Manager
- Business Development Manager Work From Home
Job description
Description
AtCitizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguishedclient-centric culture, having a mindset ofcontinuous improvementand alwaysenhancing our capabilities. Citizens Private Clientprovides 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 aCitizens 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:Â 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.
Compensation
- Salary and opportunity to earn Incentive compensation.
- Salary is commensurate with experience.
Hours & Work Schedule
- 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 Opportunity
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, 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.
Education:Why Work for UsEmployment Type: 1ST