What are the responsibilities and job description for the Relationship Manager position at Daley And Associates, LLC?
Relationship Manager – Wealth Management Advisory Firm
Compensation: $70,000- $90,000k 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:
Compensation: $70,000- $90,000k 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
Salary : $70,000 - $90,000