Relationship Manager & Operations Lead
Job in
Hartford, Hartford County, Connecticut, 06112, USA
Listed on 2026-08-22
Listing for:
Masis Professional Group
Full Time
position Listed on 2026-08-22
Job specializations:
-
Management
Job Description & How to Apply Below
Masis Professional Group, on behalf of its Connecticut-based client, is seeking an experienced Relationship Manager for a fiduciary RIA. You will use Fidelity and Pershing systems to service a sophisticated client base and help scale the practice.
The role offers a clear path to management and includes leading an Operations Council, backing the primary RM during high-volume onboarding, training RMs and AFAs, handling asset movements, and coordinating with custodians on operational issues.
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