Relationship Manager - Track to Advisor!

Relationship Manager - Track to Advisor! Relationship Manager - North of Boston (Track to Wealth Advisor!)

A growing RIA firm located North of Boston is seeking a Relationship Manager to join their team! This role provides direct support to advisors and plays a key part in delivering a seamless client experience while helping grow and maintain relationships. This is an excellent opportunity for anyone looking to grow into a Wealth Advisor.

Compensation: Between $70,000-90,000 annually + bonus

Responsibilities

Serve as a client-facing ambassador, ensuring exceptional service and building lasting relationships

Onboard new clients and maintain accurate records in Salesforce

Coordinate client and internal meetings, prepare materials, and track deliverables

Interface with custodians and outside providers to resolve issues efficiently

Assist advisors with workflow management, correspondence, and client presentation

Qualifications

BA/BS degree and 3+ years’ experience in financial services (RIA experience preferred)

Strong Salesforce knowledge and proficiency with Microsoft Office (Excel, Word, PowerPoint)

Excellent communication, organization, and problem-solving skills

Self‑motivated, flexible, and able to thrive in a fast‑paced environment

Friendly, professional, and committed to delivering a high‑quality client experience

For immediate consideration, qualified and interested candidates should reach out directly to Kelly (Hanlon) Lucey at Klucey@daleyaa.com

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