Citizens Client Portfolio Manager in Westwood, Massachusetts
In a goals and planning-based wealth management business, providing clients with best-in-class investment and portfolio solutions is key to client success and AUM growth. The Client Portfolio Manager (“CPM”) role at Citizens Private Client Wealth Management (“CPCWM”) is at the crossroads of the construction and delivery of those investment and portfolio solutions.
The CPM’s primary role is to assist Financial Advisors (“FAs”) with all functions related to the design and construction of managed money solutions for their client portfolios. They are responsible for maintaining an expert level of knowledge of the Citizens’ suite of investment products and strategies, and the technologies that are being utilized to implement these investment solutions for clients. The CPM is also responsible for thought leadership and messaging to the FAs to encourage the adoption and maintenance of best practices around portfolio construction and practice management for the benefit of their clients.
The CPM will work with a team of product-focused specialists to provide FA support across sales regions. While the team members are assigned specific FA territories and subsets of virtual advisor teams, they will be expected to assist FAs from any territory to the extent necessary to ensure that all FAs have real-time access to the broader Product and Investment team’s resources of PCWM.
The CPM will also work on messaging and executing portfolio construction and product utilization and selection initiatives. They will help the FAs in their territory manage their books of business and identify opportunities to enhance and improve their clients’ current portfolio allocations based on client objectives and Product Team initiatives.
The CPM will work on a team of five professionals. The team is expected to provide concierge-level service to the entire PCWM advisor team, coordinating planning-driven case design for new and prospective clients, as well as maintaining ongoing servicing of the existing client roster.
FINRA S7 and S63/65 required or within 90 days of hire
Broad product knowledge across equity and fixed income markets a must. A passion for markets and best practices in portfolio construction.
Experience with portfolio construction and management preferred.
Interest in working to improve systems and processes to enhance the efficiency and effectiveness of the business.
Comfort with directing teams of professionals to foster best practices in wealth management.
Willingness to work with team members to collaborate on projects and initiatives.
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
At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. 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 (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), 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.
Equal Employment and Opportunity Employer
Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.
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
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