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Relationship Manager
Job in
Lexington, Middlesex County, Massachusetts, 02173, USA
Listed on 2026-01-12
Listing for:
Daley And Associates, LLC
Full Time
position Listed on 2026-01-12
Job specializations:
-
Business
Client Relationship Manager
Job Description & How to Apply Below
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.
Key Responsibilities- 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 .
Seniority LevelEntry level
Employment TypeFull-time
Job FunctionBusiness Development
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