Relationship Manager – Wealth Management Advisory Firm
Compensation: $70,000- $90,000k base + bonus
Location: Concord, MA (5 days on-site for first 6 months)
A leading, growth-oriented wealth management firm is seeking a Relationship Manager to support advisory teams serving high-net-worth individuals and corporate retirement plan clients. This role is ideal for someone who thrives in a client-facing operational environment and enjoys being a key partner to Advisors.
Key Responsibilities:
-
Provide direct support to Advisors across client onboarding, account servicing, reporting, and day-to-day operational needs
-
Serve as a primary point of contact for clients, custodians, and internal stakeholders
-
Manage documentation, scheduling, compliance requirements, and account maintenance
-
Ensure an exceptional client experience through proactive communication and detail-oriented execution
-
Collaborate with Project and Operations teams to enhance processes and workflow efficiency
What We’re Looking For:
-
2–5+ years of experience in wealth management, financial services, or a similar client service environment
-
Strong organizational skills and comfort juggling multiple priorities
-
Excellent communication skills and a polished, professional presence
-
Experience with custodians, CRMs, or financial planning tools is a plus