Relationship Manager – Wealth Management Advisory Firm
A well-established and fast-growing wealth management firm located just North of Boston is looking for a Relationship Manager to partner closely with its advisory teams. This position plays a key role in supporting both high-net-worth clients and corporate retirement plan relationships.
This is a full-time role offering a base salary of $70,000–$90,000 + bonus!
Primary Responsibilities:
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Deliver day-to-day support to Advisors, including client onboarding, account servicing, reporting, and general operational tasks
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Act as a central point of contact for clients, custodians, and internal partners
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Oversee documentation, scheduling, compliance workflows, and ongoing account maintenance
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Provide a seamless client experience through proactive communication and strong attention to detail
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Assist Advisors with workflow management, correspondence, and client presentation
Ideal Background:
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2+ years of experience in wealth management, financial services, or a similar client-service role
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Highly organized, able to manage multiple priorities simultaneously
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Strong communicator with a professional, polished demeanor
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Familiarity with custodians, CRM systems, or financial planning software is a plus
For immediate consideration, please email your resume to Ellie Boyd at [email protected]
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