Citizens Private Wealth is seeking a Relationship Manager to join our growing Wealth Management team in Tampa, FL. In this highly visible role, you will serve as a trusted advisor to high-net-worth/UHNW clients, working closely with Wealth Managers to deliver a personalized and exceptional client experience. You will be responsible for building and deepening client relationships, understanding clients' financial goals, and helping identify tailored solutions to support their long-term wealth management objectives.
As a strategic partner to the Wealth Management team, you will proactively uncover opportunities to strengthen client relationships, deliver sophisticated financial solutions, and contribute to the growth of the overall practice. This role is ideal for a relationship-driven professional who thrives in a collaborative, client-centric environment and is passionate about helping clients achieve financial success.
Primary Responsibilities
- Partner closely with Wealth Managers to deliver a high-touch, personalized experience for high-net-worth clients.
- Proactively identify opportunities to deepen client relationships, expand assets under management, and drive growth through referrals and cross-functional partnership opportunities.
- Build, develop, and maintain strong relationships with clients by understanding their evolving financial needs and objectives.
- Serve as a trusted resource to clients by providing personalized service and coordinating wealth management solutions.
- Anticipate client needs and deliver proactive guidance to enhance the overall client experience.
- Support business development efforts and contribute to the continued growth and success of the Wealth Management practice.
Qualifications, Education, Certifications and/or Other Professional Credentials
- Bachelor's Degree required.
- Minimum of 5-7 years of Financial Services experience.
- Strong relationship management, business development, and client service skills.
- Active Series 7 and Series 63, 65, or 66 licenses required.
Hours & Work Schedule
- Hours per Week: 40
- Work Schedule: Monday-Friday
- Location: Tampa, FL
Why Join Citizens Private Wealth? Join a collaborative team dedicated to delivering comprehensive wealth management solutions while building meaningful, long-term relationships with high net worth and ultra high net worth clients. This is an opportunity to play a pivotal role in a growing practice, expand your professional impact, and help clients achieve their financial goals with confidence.
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
Job Applicant Data Privacy Policy
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.
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