Private Wealth Investment Manager

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.

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.

Equal Employment and Opportunity Employer

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Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.