Citizens · 1 day ago
Wealth Regional Director - Greater Boston, MA
200 Station Drive, Westwood, MA, 02090, US
Full-time
Onsite
Mid, Senior Level
$140K/yr - $180K/yr
5+ years expCitizens Wealth Management is focused on growing its market share in the investment services industry. In the role of Wealth Regional Director, you will develop and direct sales and marketing strategies, manage a team of Financial Advisors, and engage affluent clients to deliver personalized financial solutions.
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Responsibilities
Manage, mentor and direct a team of 20 +/- Financial Advisors in an assigned market or region
Proactive participation in the recruitment and selection of assigned team
Build positive relationships with internal colleagues, provide FINRA supervision, auditing, reporting and results for team relative to assigned financial budget
Responsible for the management of any support colleagues assigned to this team
Responsible for all regulatory record keeping and files, group presentations, performance management and specific trade review/supervision
Required to identify and mentor team to additional investment/insurance product opportunities and Financial Advisors prospecting in region
Qualification
Required
Bachelor's Degree or equivalent work experience. 5+ years demonstrated ability
Series 7, 63, 65, 24 and state insurance licenses required
Management experience in all aspects of registered principal and supervisory role within a FINRA member firm required
Must have financial budgetary experience and consistent track record to deliver on financial expectations for team
Must have experience in recruiting and interviewing professional Financial Advisors in the field
Management in the direct sales of investment/insurance products with a proven record of success
History of ethical behavior and adhering to compliance in background and FINRA form U-4
The ability to pass challenging regulatory exams and maintain certifications through ongoing continuing education
Benefits
Comprehensive medical, dental and vision coverage
Retirement benefits
Maternity/paternity leave
Flexible work arrangements
Education reimbursement
Wellness programs
Paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States
Company
Citizens
At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do.
10001+ employees
H1B Sponsorship
Citizens has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2020 (1)
Funding
Current Stage
Public CompanyTotal Funding
$2B2025-02-26Post Ipo Debt· $750M
2024-07-09Post Ipo Debt· $1.25B
2014-09-23IPO
Leadership Team
Melisa Carrascoza
SVP, Business Banking Market Executive - New England South
Steve Kozek
Head of Commercial Excellence, Senior Vice President
Recent News
2026-02-02
2026-01-22
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