Citizens Private Bank Client Relations Manager

The Private Bank Client Relations Manager is responsible for originating, structuring, and managing securities-based lines of credit for high-net-worth clients.

This role partners closely with Financial Advisors, Product partners, and Operations teams to deliver customized liquidity solutions while adhering to collateral, concentration, and risk management guidelines.

• Structure and facilitate BAU securities-based lines of credit and modifications to existing facilities.
• Analyze collateral eligibility, advance rates, concentration limits, and portfolio-related lending risks.
• Manage the lending process from application through funding while ensuring a seamless client and advisor experience.
• Serve as a primary point of contact for Financial Advisors regarding securities-based lending solutions.
• Educate advisors and clients on securities-based lending products, policies, and best practices.
• Coordinate closely with Operations and Product partners to ensure efficient execution and timely issue resolution.
• Support advisors with complex lending inquiries while balancing business needs, client expectations, and risk requirements.
• Respond effectively to a high volume of advisor requests and competing priorities while maintaining accuracy and service excellence.

• Bachelor's degree in Finance, Business, Economics, or a related field.
• Minimum of 3 years of experience in securities-based lending, private banking, wealth management, lending operations, credit administration, or a related financial services role.
• Demonstrated ability to manage multiple priorities and deadlines in a fast-paced service environment.
• Excellent analytical, communication, and relationship-management skills.
• Proven ability to learn complex financial products and apply sound judgment in support of clients and advisors.
• Experience with lending platforms, CRM systems, or securities-based lending tools (including Supernova or similar systems) is a plus.