First Citizens Bank · 1 day ago
Institutional Consultant III
Boston, MA
Full-time
Onsite
Senior Level, Lead/Staff
$150K/yr - $200K/yr
8+ years expFirst Citizens Bank is seeking an Institutional Consultant III to serve as the primary relationship manager for large, complex institutional accounts. The role involves managing client relationships, providing expert wealth management advice, and facilitating client acquisition efforts.
BankingInsuranceLendingPaymentsWealth Management
Responsibilities
Relationship Management - Responsible for the satisfaction and retention of assigned institutional accounts. Serves as the principle point of contact and service provider. Assists larger department efforts to build, develop, and maintain client relationships. Develop and maintain proficiency in the Investment markets
Account Administration & Monitoring - Provides timely responses to client information requests, same day unless otherwise communicated to client. Acts independently, and with exceptional judgement to address client needs and concerns, while keeping wealth team member informed of client activity. Serves as first line of defense while servicing client needs to ensure mitigation of financial risk to the Bank. Monitors all activities of assigned accounts; ensures all accounts are in compliance. Processes transactions and ensures accuracy of all required account documentation. Including but not limited to trading, cash movement, client communication, and compliance requirements
Strategic Advice - Provides clients with expert wealth management advice through knowledge of offered products and services. Develops strategic plans to achieve the financial needs and goals of institutional clients. Identifies appropriate products, services, and solutions based on client need. Engages other associates within the department to provide ongoing services or products as the needs of clients evolve
Client Acquisition - Assists efforts to attract new clients to the Bank's wealth offerings. Builds an internal and external contact network to leverage acquisition opportunities, and represents the Bank within the community
Qualification
Required
Bachelor's Degree and 8 years of experience in Trust, Financial Services, Financial Operations, or First Citizens Bank Trust OR High School Diploma or GED and 12 years of experience in Trust, Financial Services, Financial Operations, or First Citizens Bank Trust
Possess or obtains valid Series 6, 63, 65 or 66, and state-specific life and health insurance licenses within a specified timeframe
Ability to read, interpret, and communicate complex legal documents
Understanding of the investment markets and economics in general
Understanding of Qualified Retirement Plan Market
Understanding of Philanthropic & Charitable Market
Company
First Citizens Bank
First Citizens Bank provides banking services, essential business and professional services, wealth management capabilities, and more.
10001+ employees
H1B Sponsorship
First Citizens Bank 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
2025 (126)
2024 (115)
2023 (249)
2022 (53)
2021 (12)
2020 (9)
Funding
Current Stage
Public CompanyTotal Funding
$33M2021-05-07Post Ipo Debt· $10M
2018-08-29Post Ipo Debt· $23M
1986-10-31IPO
Leadership Team
C
Craig Nix
Chief Financial Officer
Greg Smith
Chief Information and Operations Officer
Recent News
2026-01-06
2025-12-22
Company data provided by crunchbase