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The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners®, create the Citizens Private Client team.
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The Fiduciary Business Support Manager assists in designing scripts/controls, shepherding them through governance, and documenting necessary approvals. The Fiduciary Business Support Manager is responsible for the management and execution of the fiduciary services account opening & closing processes.
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Willamette Management Associates (A Citizens Company) is seeking talented candidates interested in a growth opportunity as a business valuation Manager. We seek an experienced Manager with an interest in the disciplines of business valuation (including closely held company valuation, illiquid stock and bond valuation, and intangible asset and intellectual property valuation.
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Coordinate with other Citizens Private Wealth professionals and advisors and Middle Office Onboarding colleagues involved in fiduciary services to ensure best practices are met. At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism.
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Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates. At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities.
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Partner with Citizens Private Wealth and CFG colleagues to achieve business growth and retention goals. Jointly accountable for ensuring consistent on-going trust administration processes amongst customer facing colleagues and Private Wealth Middle Office.
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As a Citizens Private Client Relationship Manager, you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing and collaborating with other colleagues.
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We are seeking candidates with experience in Client Success or Account Manager roles who have deep knowledge of payments (ACH, wires, checks, virtual cards, Push to Card, RTP, and Payment Facilitation) and experience with FBO - For-Benefit-Of Account (AKA Custodial Account) and/or OBO - On-Behalf-Of Payments.
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The selected candidate will be responsible for second line of defense risk management oversight specifically related to interest rate risk (IRR) in the banking book.
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Together, Silicon Valley Bank and First Citizens offer you the strength and stability of a diversified financial institution with a 125-year tradition of service and the personalized approach of a nimble financial partner.
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Compliance risk management coverage will include all aspects of treating customers fairly aligned with key regulations, such as UDAAP/UDAP, Elder Abuse laws, SCRA/MLA and Americans with Disability Act. The Compliance Manager assures all protected consumers and businesses have fair and equal access to banking services and assesses customer treatment risk across applicable business lines.
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Ensures that the Citizens Electric system is kept in compliance with needed regulatory testing, oversee system maintenance, provide expertise on complex technical problems, and serve as a liaison with Engineering and Operation groups.
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The Managing Director, Relationship Manager Spnsor Finance is responsible for acquiring and managing and enhancing Sponsor Finance relationships. Work/coordinate with First Citizens’ Middle Market Banking, Global Fund Banking and other product teams to develop relationships and opportunities for the bank as a whole.
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Providing a single point of contact for financial sponsors to access the Bank's cash flow and asset-based lending solutions as well as debt capital markets and treasury management. Qualifications: Bachelor's Degree and 10 years of experience in Commercial Banking, Relationship Management, Sales OR High School Diploma or GED and 14 years of experience in Commercial Banking, Relationship Management, Sales Preferred Education: MBA,CFA or Bachelor's Degree in Business Administration, Finance, Economics Sponsor Finance experience Ten years experience calling on Private Equity Sponsors as the primary point of contact for Business Development.
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The Credit Administration Risk Manager position requires knowledge and experience with credit portfolio, portfolio management and risk management. This role will be expected to lead interactions with key stakeholders within Credit Administration and various internal lines of defense (e.g., Business units, Compliance, Enterprise Risk Management, Internal Audit/ SOX, etc.
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Title: manager Company: Citizens
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