Daley And Associates, LLC
Relationship Manager
Daley And Associates, LLC, Lexington, Massachusetts, United States, 02173
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
What We’re Looking For
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
karcher@daleyaa.com .
Seniority Level Entry level
Employment Type Full-time
Job Function Business Development
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$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
What We’re Looking For
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
karcher@daleyaa.com .
Seniority Level Entry level
Employment Type Full-time
Job Function Business Development
#J-18808-Ljbffr