Relationship Manager - Track to Advisor

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