What are the responsibilities and job description for the Liquidity Relationship Manager – (DACA) position at Citizens Wealth Management?
Description
Liquidity Relationship Manager – (DACA)
Role Overview
The Liquidity Relationship Manager – is responsible for driving deposit growth and deepening market penetration within targeted, deposit‑rich liquidity pools (DACA) This role combines specialized segment expertise, focused business development, and cross‑functional coordination to deliver tailored liquidity solutions that align with how these ecosystems operate.
The Segment Specialist serves as a primary market‑facing relationship manager for assigned liquidity pools, acting as a trusted advisor to clients while partnering closely with internal product, risk, and delivery teams to execute the broader segment strategy.
Key Responsibilities
Business Development & Market Penetration
The salary range for this position is $115,000 - $135,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits .
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
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.
Liquidity Relationship Manager – (DACA)
Role Overview
The Liquidity Relationship Manager – is responsible for driving deposit growth and deepening market penetration within targeted, deposit‑rich liquidity pools (DACA) This role combines specialized segment expertise, focused business development, and cross‑functional coordination to deliver tailored liquidity solutions that align with how these ecosystems operate.
The Segment Specialist serves as a primary market‑facing relationship manager for assigned liquidity pools, acting as a trusted advisor to clients while partnering closely with internal product, risk, and delivery teams to execute the broader segment strategy.
Key Responsibilities
Business Development & Market Penetration
- Drive targeted business development efforts within assigned liquidity pools through prospecting, referral source engagement, and ecosystem‑based relationship building.
- Build and manage a disciplined sales pipeline aligned to deposit growth objectives, ensuring timely and accurate reporting.
- Execute on defined segment priorities by identifying high‑value prospects and expanding share of wallet with existing clients.
- Support the organization’s market presence within target segments through industry participation, conferences, and relationship‑driven networking.
- Help position the bank as a credible and trusted liquidity partner within specialized ecosystems.
- Develop and maintain deep working knowledge of the operating models, cash flow behaviors, and liquidity dynamics specific to DACA, ecosystems.
- Serve as a trusted advisor to clients by providing insight‑driven guidance on liquidity structure, deposit optimization, and operating considerations.
- Represent the organization confidently in senior‑level client discussions and presentations.
- Deliver and articulate compelling, segment‑specific value propositions by delivering tailored solutions to align with client practices, regulatory considerations, and risk profiles.
- Effectively communicate segment offerings to internal and external stakeholders, including senior management.
- Act as the primary point of contact for key client relationships within assigned liquidity pools.
- Establish and maintain strong relationships with decision‑makers, influencers, and ecosystem partners.
- Ensure a consistent, high‑quality client experience across all touchpoints.
- Coordinate closely with internal partners including Risk, Treasury Management, Product, Risk, Capital Markets, Operations, Technology, and Legal to deliver integrated solutions.
- 3 years of experience in DACA, or related specialized liquidity segments.
- Demonstrated ability to manage and grow complex deposit portfolios within niche or ecosystem‑based markets.
- Proven consultative sales capability with strong relationship‑building skills.
- Excellent communication, presentation, and interpersonal skills.
- Strong organizational and analytical skills, including pipeline management and performance tracking.
- Comfort working in a matrixed environment, influencing outcomes.
- Bachelor’s degree in Business, Finance, or a related field required.
- MBA or advanced degree helpful but not required.
The salary range for this position is $115,000 - $135,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits .
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
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.
Salary : $115,000 - $135,000