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Private Client Relationship Manager Jobs (NOW HIRING)

Citizens

Private Client Relationship Manager

Troy, MI · On-site

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 ...

Socket.dev

Private Client Relationship Manager

Medford, MA · On-site

$83K - $104K/yr

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 ...

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Citizens

Private Client Relationship Manager

Franklin, MA · On-site

$83K - $104K/yr

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 ...

Citizens

Private Client Relationship Manager

Cambridge, MA · On-site

$83K - $104K/yr

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 ...

Citizens

Private Client Relationship Manager

Milford, MA · On-site

$83K - $104K/yr

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 ...

Citizens

Private Client Relationship Manager

Cambridge, MA · On-site

$83K - $104K/yr

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 ...

Citizens

Private Client Relationship Manager

Medford, MA · On-site

$83K - $104K/yr

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 ...

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How much do private client relationship manager jobs pay per year?

As of Sep 11, 2026, the average yearly pay for private client relationship manager in the United States is $80,705.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,500.00 and $105,500.00 per year, depending on experience, location, and employer.

What is a private client relationship manager?

A private client relationship manager is a financial professional who manages personalized banking, investment, and wealth management services for high-net-worth individuals. They build strong client relationships, understand clients' financial goals, and coordinate with specialists to deliver tailored solutions, often requiring certifications like CFP or CFA. The role involves regular client communication and a deep understanding of financial products and markets.

What cities are hiring for Private Client Relationship Manager jobs?

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Infographic showing various Private Client Relationship Manager job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 80% Physical, 2% Hybrid, and 18% Remote job distribution, with an average salary of $80,705 per year, or $38.8 per hour.

Private Client Relationship Manager

Troy, MI • On-site

Citizens
See more jobs at Citizensexternal

Full-time

Re-posted 6 days ago

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: 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

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