Relationship Manager

Relationship Manager – Wealth Management Advisory Firm

Compensation: $70,000-$90,000 base + bonus
Location: Concord, MA (5 days on-site for first 6 months)

A leading, growth-oriented wealth management firm is seeking a Relationship Manager to support advisory teams serving high-net-worth individuals and corporate retirement plan clients. This role is ideal for someone who thrives in a client-facing operational environment and enjoys being a key partner to Advisors.

• Provide direct support to Advisors across client onboarding, account servicing, reporting, and day-to-day operational needs
• Serve as a primary point of contact for clients, custodians, and internal stakeholders
• Manage documentation, scheduling, compliance requirements, and account maintenance
• Ensure an exceptional client experience through proactive communication and detail-oriented execution
• Collaborate with Project and Operations teams to enhance processes and workflow efficiency

• 2–5+ years of experience in wealth management, financial services, or a similar client service environment
• Strong organizational skills and comfort juggling multiple priorities
• Excellent communication skills and a polished, professional presence
• Experience with custodians, CRMs, or financial planning tools is a plus

Interested candidates are encouraged to send their résumé to Kyle Archer at .

Entry level

Full-time

Business Development