Daley And Associates, LLC ยท 1 day ago
Relationship Manager (Wealth Management)
Lexington, MA
Full-time
Onsite
Entry, Mid Level
$70K/yr - $90K/yr
2+ years expDaley And Associates, LLC is a well-established and fast-growing wealth management firm located just North of Boston. They are seeking a Relationship Manager to support high-net-worth clients and corporate retirement plan relationships by partnering closely with advisory teams.
BankingConsultingFinancial ServicesHuman ResourcesInsurance
Responsibilities
Deliver day-to-day support to Advisors, including client onboarding, account servicing, reporting, and general operational tasks
Act as a central point of contact for clients, custodians, and internal partners
Oversee documentation, scheduling, compliance workflows, and ongoing account maintenance
Provide a seamless client experience through proactive communication and strong attention to detail
Assist Advisors with workflow management, correspondence, and client presentation
Qualification
Required
2+ years of experience in wealth management, financial services, or a similar client-service role
Highly organized, able to manage multiple priorities simultaneously
Strong communicator with a professional, polished demeanor
Preferred
Familiarity with custodians, CRM systems, or financial planning software is a plus
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
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