Relationship Manager – North of Boston (Track to Wealth Advisor!)
A growing RIA firm located North of Boston is seeking a Relationship Manager to join their team! This role provides direct support to Advisors and plays a key part in delivering a seamless client experience while helping grow and maintain relationships. This is an excellent opportunity for anyone looking to grow into a Wealth Advisor!
Compensation: Between $70,000-90,000 annually + bonus
Responsibilities:
- Serve as a client-facing ambassador, ensuring exceptional service and building lasting relationships
- Onboard new clients and maintain accurate records in Salesforce
- Coordinate client and internal meetings, prepare materials, and track deliverables
- Interface with custodians and outside providers to resolve issues efficiently
- Assist Advisors with workflow management, correspondence, and client presentation
Qualifications:
- BA/BS degree and 3+ years’ experience in financial services (RIA experience preferred)
- Strong Salesforce knowledge and proficiency with Microsoft Office (Excel, Word, PowerPoint)
- Excellent communication, organization, and problem-solving skills
- Self-motivated, flexible, and able to thrive in a fast-paced environment
- Friendly, professional, and committed to delivering a high-quality client experience
For immediate consideration, qualified and interested candidates should reach out directly to Kelly (Hanlon) Lucey at [email protected]
#LI-KH1