$188,000–$246,000 Per Year
Accounting, Analysis Skills, Asset Management, Best Practices, Budgeting, Chartered Financial Analyst (CFA), Chartered Retirement Planning Counselor (CRPC), Communication Skills, Construction, Customer Experience, Customer Relations, Customer Relationship Management (CRM), Customer Support/Service, Detail Oriented, Economic Analysis, Economics, Equal Employment Opportunity (EEO), Fiduciary, Finance, Financial Planning, Financial Services, Financial Strategy, Forecasting, Genetics, Hedge Funds, High Net Worth, Industry/Trade Analysis, Investment Management, Investment Services, Investment Strategy, Medical Conditions, Military, Multitasking, Performance Analysis, Performance Reviews, Portfolio Analysis, Presentation/Verbal Skills, Private Wealth Management, Quantitative Research, Registered Investment Advisor (RIA), Rich Internet Application (RIA), Sales Prospecting, Series 63, Series 7, State Laws and Regulations, Strategic Planning, Wealth Management
Description
As a Private Wealth, Investment Manager, you will be responsible for helping Citizens team win new assets under management by assisting the team in bringing in new high net worth and institutional clients and identifying new opportunities with existing clients, through advising on investment solutions. The Private Wealth Investment Manager is the senior, client facing investment expert in the local market.
Primary responsibilities include
- Responsible for the completion of the investment policy statement and determining the appropriate investment solutions based upon client's profile and constraints, including manager selection and type of vehicle.
- Responsible for ongoing client communication, including active market updates and portfolio performance assessments.
- Meet with clients to review investment performance and forecast market changes based on economic and industry analysis, including objectives and asset allocation models, ensuring current allocations are appropriate.
- Develop and recommend strategies to achieve the investment goals of client.
Qualifications, Education, Certifications and/or Other Professional Credentials
- Bachelor's degree in Finance, Accounting, Economics, or a related field
- 7+ years of wealth management, investment advisory, or financial services experience working with investment products and high-net-worth clients
- Series 7 and Series 63/65 or 66 licenses required and in good standing
- Professional designation preferred (CFA, CFP, CRPC, or similar)
- Experience working within a Registered Investment Advisor (RIA) environment or partnering with RIAs preferred, with an understanding of fiduciary investment management, portfolio construction, and client advisory best practices.
Strong knowledge of alternative investments, including private equity, private credit, hedge funds, real assets, and other non-traditional investment strategies.
- Strong analytical, quantitative, and investment research capabilities
- Experience evaluating portfolio performance, developing investment recommendations, and supporting financial planning strategies
- Exceptional relationship management and client service skills, with the ability to build trust and credibility with ultra-high-net-worth individuals and families
- Strong communication and presentation skills, including the ability to explain complex investment concepts in a clear and client-friendly manner
- High attention to detail, sound judgment, and a commitment to delivering a personalized, white-glove client experience
- Proven ability to manage multiple priorities while maintaining responsiveness, professionalism, and discretion with sensitive client matters
Hours & Work Schedule
- Hours per Week: 40
- Work Schedule: Monday-Friday
Pay Transparency
The salary range for this position is $188,000.00 - $246,000.00 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.
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.