Premier Virtual Producing Sales Manager

Citizens Financial Group, Inc. Johnston , RI 02919

Posted 3 weeks ago

Description

The Premier Producing Sales Manager is a key role within the Wealth Management division and is responsible for managing a team of Centralized Premier Advisors in addition to delivering personalized financial strategies to affluent clientele through banking and borrowing needs, as well as, investments services. The incumbent will have responsibility and accountability to service a portfolio of affluent households with investable assets of $500, 000->3MM. The primary objective of this trusted advisor is to grow client assets, retain and acquire new clients through being the single point of contact for all banking , borrowing and investment needs. The Premier Producing Sales Manager will be required to maintain compliance with all Citizens Financial Group policies and procedures, as well as, regulatory and legal requirements. This role will require a holistic delivery of outstanding service and sales solutions to meet clients' financial needs and goals. As a Manager ,one will be responsible for leading a team of 8 Centralized Premier Advisors.

Qualifications

  • Bachelor's degree in Business or Finance preferred or relevant equivalent experience.

  • 5+ years of banking experience required preferably in Wealth Management .

  • Experience with sales of consumer mortgage and home equity recommended.

  • Experience with sales of banking products and services required.

  • Experience with investment product referrals and sales preferred.

  • Proven leadership by mentoring, coaching and training direct reports for success.

  • Knowledgeable of regulatory requirements to ensure a sound control environment.

  • FINRA Series 6, 63,65, 7 or 7 and 66 Securities License required and Life/Accident/Health Insurance licenses .

  • FINRA Series 24 required within 180 days of hire

  • Successful candidate must meet and comply with all requirements set forth in the SAFE Act, including but not limited to successful completion of the required background checks and obtaining a Unique Identifier from the NMLS.

Hours and Work Schedule

Hours per Week: 40

Work Schedule: M-F

Why Work for Us

At 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.

Equal Employment Opportunity

It is the policy of Citizens Bank to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.

Equal Employment and Opportunity Employer/Disabled/Veteran

Citizens Bank is a brand name of Citizens Bank, N.A. and each of its respective subsidiaries.

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Premier Virtual Producing Sales Manager

Citizens Financial Group, Inc.