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Private Client Market Leader - Mid Atlantic (Pittsburg / Western NY)
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- Your team of PC RMs are responsible for acquiring, deepening, and retaining our affluent, high-net worth, and ultra-high-net worth clients by thinking long term, always doing the next right thing and collaborating with other colleagues.
- You will motivate your team through behavioral change management, coach your team on consistent execution of our defined client engagement process and lead your team on day-to-day execution of activities leading to sales results.
- Your impact will help our clients save and grow their assets in a tax efficient way, manage debt effectively, secure their income to live the lifestyle they dream of, protect their family for life’s ‘what ifs’ and prepare them to leave a legacy.
- Role model, coach and influence PC RMs to consistently engage clients utilizing the Citizens Consultative Client Engagement Process, leading with financial planning of the time and delivering a best in class client experience.
- Proactively build a network of bench strength, recruit, select, and onboard top talent PC RMs. Inspect PC RM productivity and implement effective performance management routines to take ownership of financial performance-to-goal/business results/metrics.
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