Private client manager

Updated: June 13, 2024 06:10 PM GMT

Health insurance Job in Saugerties, New York

Citizens

Saugerties, NY

Description

Citizens Wealth Management is honored to be a high-quality provider in the investment services industry and is focused on growing our market share in our expanding footprint.

As part of our team, youre made ready for a fulfilling career with exciting new challenges and opportunities to stretch yourself! In the role of the Private Client Regional Manager, you will develop overall sales and marketing strategies, plans, and goals.

You will be responsible for directing all sales and marketing activities within social network services. Your work will proactively engage affluent clients and allow you to gain a broad understanding of their financial goals through deep discovery and use of financial planning conversations and bring forward the full affluent client value proposition in pursuit of delivering personalized financial solutions to address all client financial needs.

Most importantly, youll feel valued for who you are and supported to achieve whats important to you... More Detail