Relationship Manager - Track to Advisor
Job in
Bedford, Middlesex County, Massachusetts, 01730, USA
Listed on 2025-12-31
Listing for:
Daley And Associates, LLC
Full Time
position Listed on 2025-12-31
Job specializations:
-
Sales
-
Finance & Banking
Job Description & How to Apply Below
Relationship Manager - Track to Advisor!
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, annually + bonus
- 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
- 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
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