Relationship Manager & Operations Lead
Listed on 2026-09-17
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Management
Client Relationship Management
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.
We would love to welcome a new Relationship Manager & Operations Lead to our group in CT, United States.
We are currently recruiting a Relationship Manager & Operations Lead for our team in CT, United States.
This is a great role to take on the Relationship Manager & Operations Lead role at Masis Professional Group.
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