What are the responsibilities and job description for the Wealth Management Relationship Manager position at Rockland Trust?
Job Description
Rockland Trust is a full‑service commercial bank and financial services company committed to helping our neighbors reach their financial goals. Founded in 1907 and headquartered in Massachusetts, we proudly serve individuals, families, and businesses throughout New England with a strong emphasis on personal relationships, local decision‑making, and community impact.
With a broad range of banking, wealth management, and investment solutions, Rockland Trust combines the resources of a growing financial institution with the personalized service of a community bank. Our long‑standing philosophy—Where Each Relationship Matters®—guides how we work with our customers, colleagues, and communities every day.
At Rockland Trust, our employees are at the heart of our success. We foster a collaborative, inclusive, and values‑driven culture that encourages professional growth, innovation, and work‑life balance. We are deeply committed to community involvement, financial education, and creating a workplace where individuals can build meaningful, long‑term careers.
Rockland Trust is currently seeking a Relationship Manager for our Osterville, MA office of the Investment Management Group, to support clients in the Cape Cod area. The position has the ability to be hybrid, but will require a presence in the Cape market.
The Relationship Manager will be responsible for building and maintaining strong relationships with high-net-worth clients, providing a high level of personalized services to IMG’s clients while supporting our new business efforts through teaming with IMG financial consultants and networking with centers of influence. The Relationship Manager serves as the primary point of contact for clients, understanding their financial objectives and delivering comprehensive tailored solutions to meet all of their financial objectives.
Key Responsibilities
Our goal is to offer our colleagues the most generous benefits package possible. We provide a comprehensive suite of benefits designed to support your health, financial security, and overall, well‑being. Benefits include: competitive compensation with performance‑based incentive awards, health and dental insurance, a 401(k) and DC retirement plan, LTD and life insurance, paid vacation, day care reimbursement, tuition assistance for undergraduate and graduate programs, an award‑winning wellness program, and much more!
At Rockland Trust, you’ll find a respectful and inclusive environment where everyone has the opportunity to succeed. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Pay Transparency
Compensation for this role will be based on a variety of factors, including skills, experience, education, and internal equity. The salary range posted reflects the company’s good‑faith estimate of the range for this position at the time of posting. Actual compensation may vary. In addition to base salary, certain positions may be eligible for additional compensation, including commissions, incentive awards or stipends.
Accessibility & Accommodations
We are committed to providing reasonable accommodations to enable individuals with disabilities to perform the essential functions of their roles.
Rockland Trust is a full‑service commercial bank and financial services company committed to helping our neighbors reach their financial goals. Founded in 1907 and headquartered in Massachusetts, we proudly serve individuals, families, and businesses throughout New England with a strong emphasis on personal relationships, local decision‑making, and community impact.
With a broad range of banking, wealth management, and investment solutions, Rockland Trust combines the resources of a growing financial institution with the personalized service of a community bank. Our long‑standing philosophy—Where Each Relationship Matters®—guides how we work with our customers, colleagues, and communities every day.
At Rockland Trust, our employees are at the heart of our success. We foster a collaborative, inclusive, and values‑driven culture that encourages professional growth, innovation, and work‑life balance. We are deeply committed to community involvement, financial education, and creating a workplace where individuals can build meaningful, long‑term careers.
Rockland Trust is currently seeking a Relationship Manager for our Osterville, MA office of the Investment Management Group, to support clients in the Cape Cod area. The position has the ability to be hybrid, but will require a presence in the Cape market.
The Relationship Manager will be responsible for building and maintaining strong relationships with high-net-worth clients, providing a high level of personalized services to IMG’s clients while supporting our new business efforts through teaming with IMG financial consultants and networking with centers of influence. The Relationship Manager serves as the primary point of contact for clients, understanding their financial objectives and delivering comprehensive tailored solutions to meet all of their financial objectives.
Key Responsibilities
- Develop and nurture relationships with high-net-worth clients, understanding their financial goals, risk tolerance, and investment preferences.
- Provide personalized financial solutions and recommendations based on thorough analysis of clients' financial situations.
- Collaborate with our IMG team of internal advisors on financial and retirement planning, investment management, personal insurance, trust and estate services, special needs services and premier banking strategies and solutions.
- Act as a trusted advisor to clients, delivering exceptional service and ensuring their investment objectives are aligned with their long-term financial goals.
- Proactively identify opportunities to grow client relationships, increase assets under management, and generate new business through referrals and networking.
- Stay informed about industry trends, regulatory changes, and market developments, and communicate relevant information to clients.
- Responsible for the day to day administration of accounts consisting of investment management portfolios, revocable and irrevocable trusts, and estates.
- Maintain accurate records of client interactions, investment decisions, retirement planning goals, ensuring compliance with regulatory requirements and internal policies.
- A Bachelor of Arts or Science is required. Master’s degree is appreciated.
- A minimum of 5-10 years’ experience in the financial services industry or related field with knowledge of trust administration, portfolio management, financial planning, and estate settlement.
- Proven track record of building and managing client relationships.
- Commitment to serving as a fiduciary in the wealth management arena.
- Strong understanding of financial markets, investment products, and wealth management principles, with the ability to communicate complex financial concepts to clients in a clear and concise manner.
- Excellent interpersonal and communication skills, with the ability to establish rapport with clients, understand their needs, and provide tailored investment advice and solutions.
- Demonstrated ability to work effectively in a fast-paced, dynamic environment, with a focus on delivering exceptional client service and driving business results.
- Trust certifications, attendance at Trust Schools, law degrees and CFP® designation preferred.
Our goal is to offer our colleagues the most generous benefits package possible. We provide a comprehensive suite of benefits designed to support your health, financial security, and overall, well‑being. Benefits include: competitive compensation with performance‑based incentive awards, health and dental insurance, a 401(k) and DC retirement plan, LTD and life insurance, paid vacation, day care reimbursement, tuition assistance for undergraduate and graduate programs, an award‑winning wellness program, and much more!
At Rockland Trust, you’ll find a respectful and inclusive environment where everyone has the opportunity to succeed. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Pay Transparency
Compensation for this role will be based on a variety of factors, including skills, experience, education, and internal equity. The salary range posted reflects the company’s good‑faith estimate of the range for this position at the time of posting. Actual compensation may vary. In addition to base salary, certain positions may be eligible for additional compensation, including commissions, incentive awards or stipends.
Accessibility & Accommodations
We are committed to providing reasonable accommodations to enable individuals with disabilities to perform the essential functions of their roles.