Daley And Associates, LLC · 8 hours ago
Relationship Manager - Track to Advisor!
Bedford, MA
Full-time
Hybrid
Mid Level
$70K/yr - $90K/yr
3+ years expDaley And Associates, LLC is a growing RIA firm located North of Boston, 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.
BankingConsultingFinancial ServicesHuman ResourcesInsurance
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
Qualification
Required
BA/BS degree
3+ years' experience in financial services
Strong Salesforce knowledge
Proficiency with Microsoft Office (Excel, Word, PowerPoint)
Excellent communication skills
Excellent organization skills
Excellent problem-solving skills
Self-motivated
Flexible
Able to thrive in a fast-paced environment
Friendly
Professional
Committed to delivering a high-quality client experience
Preferred
RIA experience preferred
Benefits
Bonus
Company
Daley And Associates, LLC
Daley and Associates is a boutique executive search and contract staffing firm specializing in the placement of Accounting, Finance, Information Technology, Legal, Administrative and Life Sciences professionals.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Christyn Thatcher
CFO/COO
Hank Phillips
Principal & COO
Company data provided by crunchbase