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Wealth Management Client Lead
Job in
Lexington, Middlesex County, Massachusetts, 02173, USA
Listed on 2026-01-01
Listing for:
Daley And Associates, LLC
Full Time
position Listed on 2026-01-01
Job specializations:
-
Management
Wealth Management, Client Relationship Manager
Job Description & How to Apply Below
A wealth management firm in Massachusetts is looking for a Relationship Manager to support advisory teams for high-net-worth individuals and corporate clients. The position requires 2-5 years of experience in wealth management and strong organizational skills. The manager will be responsible for client onboarding, account servicing, and enhancing operational efficiency. This is an entry-level full-time position requiring on-site presence in Concord for the first six months.
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