Relationship Manager
5 months ago
Privately held firm seeks Relationship Manager to serve as primary point of contact for HNW clients in providing full suite of investment and wealth management services with a focus on high-touch relationship management.
- Maintain extensive contact with clients and their advisors regarding tax, trust, estate, and investment matters; You will be given a number of clients to start with, and will be handed warm leads by a designated Business Development Officer
- Contribute to the firm's business development efforts by networking with referral sources and actively maintaining a presence in the community
- Collaborate with internal teams to develop and deepen client relationships by identifying wealth planning needs and effectively communicating firm's services
- Requires 10+ years' strong relationship management background with exposure to either trust or investment management; JD, CTFA, CFP, CPA, CFA or MBA preferred
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Relationship Manager
4 weeks ago
boston, United States TWM Executive Search Full timePrivately held firm seeks Relationship Manager to serve as primary point of contact for HNW clients in providing full suite of investment and wealth management services with a focus on high-touch relationship management.Maintain extensive contact with clients and their advisors regarding tax, trust, estate, and investment matters; You will be given a number...
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Relationship Manager
2 months ago
boston, United States TWM Executive Search Full timePrivately held firm seeks Relationship Manager to serve as primary point of contact for HNW clients in providing full suite of investment and wealth management services with a focus on high-touch relationship management.Maintain extensive contact with clients and their advisors regarding tax, trust, estate, and investment matters; You will be given a number...
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Relationship Manager
1 month ago
Boston, United States TWM Executive Search Full timePrivately held firm seeks Relationship Manager to serve as primary point of contact for HNW clients in providing full suite of investment and wealth management services with a focus on high-touch relationship management.Maintain extensive contact with clients and their advisors regarding tax, trust, estate, and investment matters; You will be given a number...
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Relationship Manager
2 weeks ago
boston, United States Rockland Trust Full timeRockland Trust is currently seeking a dynamic and client-focused Relationship Manager to join our Boston team of the Investment Management Group.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...
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Relationship Manager
4 weeks ago
boston, United States Rockland Trust Full timeRockland Trust is currently seeking a dynamic and client-focused Relationship Manager to join our Boston team of the Investment Management Group.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...
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Relationship Manager
2 months ago
Boston, United States Rockland Trust Full timeRockland Trust is currently seeking a dynamic and client-focused Relationship Manager to join our Boston team of the Investment Management Group.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...
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Relationship Manager
1 month ago
Boston, United States Rockland Trust Full timeRockland Trust is currently seeking a dynamic and client-focused Relationship Manager to join our Boston team of the Investment Management Group.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...
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Relationship Manager
2 months ago
boston, United States Rockland Trust Full timeRockland Trust is currently seeking a dynamic and client-focused Relationship Manager to join our Boston team of the Investment Management Group.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...
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Relationship Manager
4 weeks ago
Boston, United States Rockland Trust Full timeRockland Trust is currently seeking a dynamic and client-focused Relationship Manager to join our Boston team of the Investment Management Group.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...
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Relationship Manager
4 weeks ago
Boston, United States Rockland Trust Full timeRockland Trust is currently seeking a dynamic and client-focused Relationship Manager to join our Boston team of the Investment Management Group.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...
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Relationship Manager
6 months ago
Boston, United States HSBC Full timeOur purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world...
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Relationship Manager
1 month ago
Boston, United States Trove FS, LLC Full timeWe are seeking to hire an experienced individual to serve as a Family Office Relationship Manager (“Manager”) reporting directly to the Partner of Family Office Services. The Manager will serve as a trusted advisor to the Partner and the Family Office Services team. He/she will be directly responsible for the management of the service operations and...
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Relationship Manager
1 month ago
Boston, United States Trove FS, LLC Full timeWe are seeking to hire an experienced individual to serve as a Family Office Relationship Manager (“Manager”) reporting directly to the Partner of Family Office Services. The Manager will serve as a trusted advisor to the Partner and the Family Office Services team. He/she will be directly responsible for the management of the service operations and...
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Senior Relationship Manager
3 weeks ago
Boston, Massachusetts, United States Arrowstreet Capital Full timeTeam OverviewArrowstreet Capital's Client Relationship Management team is dedicated to delivering exceptional client experiences to our global client base. With a strong focus on growth and expansion, our team has successfully managed a significant increase in clients over the years.Job OverviewThe Client Relationship Manager role on our Global Client...
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Strategic Relationship Manager
3 weeks ago
Boston, Massachusetts, United States Fidelity TalentSource LLC Full timeJob Title: Vice President, Strategic Relationship ManagerJob Summary: We are seeking a highly skilled Vice President, Strategic Relationship Manager to join our team at Fidelity TalentSource LLC. In this role, you will be responsible for managing relationships with key stakeholders, including Envestnet, to drive business growth and revenue.Key...
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Client Relationship Manager
3 weeks ago
boston, United States The KXN Full timeAre you passionate about building meaningful client relationships? Do you thrive in a fast-paced environment where your expertise can make a real impact? The KXN is collaborating with a reputable company in the Wealth Management sector to identify an exceptional Client Relationship Manager. This role provides a unique opportunity to contribute to delivering...
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Client Relationship Manager
4 weeks ago
Boston, United States The KXN Full timeAre you passionate about building meaningful client relationships? Do you thrive in a fast-paced environment where your expertise can make a real impact? The KXN is collaborating with a reputable company in the Wealth Management sector to identify an exceptional Client Relationship Manager. This role provides a unique opportunity to contribute to delivering...
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Client Relationship Manager
3 weeks ago
Boston, United States The KXN Full timeAre you passionate about building meaningful client relationships? Do you thrive in a fast-paced environment where your expertise can make a real impact? The KXN is collaborating with a reputable company in the Wealth Management sector to identify an exceptional Client Relationship Manager. This role provides a unique opportunity to contribute to delivering...
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Senior Relationship Manager
4 weeks ago
Boston, Massachusetts, United States State Street Corporation Full timeJob SummaryWe are seeking a highly skilled Senior Relationship Manager to join our Institutional Services team. As a key member of our team, you will be responsible for developing and maintaining strong relationships with our clients, identifying new business opportunities, and driving growth and revenue.Key ResponsibilitiesDevelop and maintain strong...
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Client Relationship Manager
2 days ago
boston, United States Franklin Fitch Full timeExecutive Client Relationship Manager Location: Hybrid - Boston, MAPosition: Full time, permanentI'm working with a leading global consulting firm specializing in digital transformation, experiencing significant growth in both the UK and US.You would be supporting their US operations, primarily focused on managing and expanding an executive relationship with...