Relationship Manager

2 weeks ago


Hanover, Massachusetts, United States Rockland Trust Full time
Relationship Manager

Rockland Trust is seeking a skilled Relationship Manager to join our Investment Management Group in Hanover. As a key member of our team, you will be responsible for building and maintaining strong relationships with high-net-worth clients, providing personalized services, and supporting new business efforts.

Key Responsibilities:
  • Develop and nurture relationships with high-net-worth clients, understanding their financial goals, risk tolerance, and investment preferences.
  • Provide tailored financial solutions and recommendations based on thorough analysis of clients' financial situations.
  • Collaborate with our team of internal advisors on financial and retirement planning, investment management, personal insurance, trust and estate services, and premier banking strategies.
  • 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.
Requirements:
  • A Bachelor of Arts or Science is required. A 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.
Benefits:

Rockland Trust offers a comprehensive benefits package, including competitive compensation, health insurance, dental insurance, a 401K and DC Plan for retirement, LTD & Life Insurance, day care reimbursement, tuition assistance, an award-winning wellness program, and more.

We strive to provide a respectful and inclusive environment where everyone has the chance to succeed. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, disability status, protected veteran status, or any other characteristic protected by law.



  • Hanover, Massachusetts, United States Goodwin Recruiting Full time

    Restaurant General ManagerThis exciting opportunity has arisen for a skilled Restaurant General Manager to lead our hospitality-driven team. As a key member of our group, you will be responsible for the day-to-day operations of our restaurant, ensuring exceptional guest satisfaction and a great work environment for our team.Key Responsibilities:Oversee the...


  • Hanover, Massachusetts, United States CyberCoders Full time

    Director of OperationsCyberCoders is seeking a seasoned professional to lead our HVAC division as Director of Operations. This is a unique opportunity to drive growth, develop strategic relationships, and build a high-performing team.Key Responsibilities:Develop and implement a comprehensive strategy to drive growth and expansion of the HVAC...


  • Hanover, Massachusetts, United States Rockland Trust Co. Full time

    As a Strategic Talent Acquisition Partner, you will be instrumental in shaping the recruitment and talent acquisition initiatives across various sectors within Rockland Trust Co., particularly in IT and Risk Management. Your role will involve acting as a strategic ally to hiring managers, offering expert advice and support throughout the entire recruitment...


  • Hanover, Massachusetts, United States Rockland Trust Co. Full time

    Position Overview:As a Strategic Talent Acquisition Partner at Rockland Trust Co., you will be instrumental in shaping the recruitment and talent acquisition strategies across various departments, including IT and Risk Management. Your role will involve acting as a trusted advisor to hiring managers, offering insights and support throughout the entire...


  • Hanover, Massachusetts, United States Clean Harbors Full time

    Clean Harbors is seeking a Corporate Retail Account Executive to become a vital member of our safety-focused team. This role entails overseeing all facets of Corporate Account strategy, sales execution, and relationship management with Fortune 1000 clients and large centralized organizations.Why Choose Clean Harbors?Our top priority is Health and Safety,...


  • Hanover, Massachusetts, United States Sherwin-Williams Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our sales team, you will be responsible for providing exceptional customer service, building strong relationships with our customers, and driving sales growth.Key ResponsibilitiesProvide excellent customer...


  • Hanover, Massachusetts, United States Rockland Trust Co. Full time

    As a Strategic Talent Acquisition Partner, you will be instrumental in shaping the recruitment and talent acquisition initiatives across various sectors within Rockland Trust Co., including Information Technology and Risk Management. Acting as a strategic ally to hiring leaders, you will provide insights and support throughout the entire recruitment process....


  • Hanover, Massachusetts, United States CyberCoders Full time

    Director of OperationsCyberCoders is seeking a seasoned Director of Operations to lead our HVAC division. As a key member of our team, you will be responsible for developing and implementing strategies to drive growth and profitability.Key Responsibilities:Develop and execute business plans to expand our HVAC divisionBuild and maintain relationships with...


  • Hanover, Massachusetts, United States Group 1 Auto Full time

    Job SummaryWe are seeking a highly skilled Automotive Finance Manager to join our team at Mercedes-Benz of Hanover. As a key member of our Financial Services Department, you will be responsible for overseeing customer loan origination and approval processes, establishing strong relationships with lenders, and recruiting and developing associates.Key...

  • Sales Representative

    3 weeks ago


    Hanover, Massachusetts, United States Sunglass Hut Full time

    About Sunglass HutSunglass Hut is a global leader in the sale of premium sunglasses with a strong presence in the retail industry.We are committed to providing an exceptional customer experience and fostering a positive store environment.Job SummaryWe are seeking a highly motivated and customer-focused Sales Associate to join our team at Sunglass Hut.Key...


  • Hanover, Massachusetts, United States Healthcare Businesswomen's Association Full time

    {"Job Title": "Investor Relations Director", "Job Summary": "We are seeking a highly skilled Investor Relations Director to join our team at the Healthcare Businesswomen's Association. As a key member of our organization, you will be responsible for managing our dialogue with the financial community to support a fair valuation of our company.Key...

  • Sales Associate

    2 weeks ago


    Hanover, Massachusetts, United States The Salvation Army Full time

    Job SummaryThe Salvation Army Adult Rehabilitation Center is seeking a Sales Associate to create a pleasant and hospitable work environment and maintain customer relationships. This role involves performing a wide variety of duties to ensure the smooth operation of the store.Key ResponsibilitiesAssist in creating a welcoming atmosphere and maintaining good...


  • Hanover, Massachusetts, United States Cumberland Farms Full time

    {"title": "Farmhouse Fresh 2 Go Team Member", "subtitle": "Join Our Team", "content": "Are you a high-energy leader who loves to help others and work in a fast-paced food operations environment? We're looking for a skilled Farmhouse Fresh 2 Go Team Member to join our team!This role involves preparing high-quality food quickly and efficiently, guiding team...


  • Hanover, Massachusetts, United States Elliott Physical Therapy Full time

    Job OverviewCompany: Elliott Physical TherapyPosition: Clinical ManagerDepartment: ClinicalReports To: Clinical DirectorSummary: The Clinical Manager is responsible for overseeing all clinical functions within the Elliott Physical Therapy clinic. This role involves leading a dedicated team of physical therapists and collaborating with administrative staff to...


  • Hanover, Massachusetts, United States Ocean Honda of Hanover Full time

    Job Title: DMV Title Registration ClerkAt Ocean Honda of Hanover, we are seeking a highly organized and detail-oriented DMV Title Registration Clerk to join our team. As a key member of our dealership, you will be responsible for managing vehicle documentation, including tax and title information, registrations, and other legal transfer documents.Key...


  • Hanover, Massachusetts, United States Elliott Physical Therapy Full time

    Job OverviewCompany: Elliott Physical TherapyPosition: Clinical ManagerDepartment: ClinicalReports To: Clinical DirectorSummary: The Clinical Manager is responsible for overseeing all clinical operations within the Elliott Physical Therapy clinic. This role involves leading a dedicated team of physical therapists and collaborating with administrative staff...


  • Hanover, Massachusetts, United States Sherwin-Williams Full time

    About the RoleWe are seeking a highly skilled and customer-focused Bilingual Customer Service Representative to join our team at Sherwin-Williams. As a key member of our sales and service team, you will be responsible for providing exceptional customer service, building strong relationships with wholesale and retail customers, and driving sales growth.Key...


  • Hanover, Massachusetts, United States Ocean Honda of Hanover Full time

    Job OverviewPosition: DMV Title Registration ClerkThe DMV Title Registration Clerk is responsible for performing essential administrative and clerical tasks related to vehicle documentation, including titles, registrations, license plates, and legal transfer paperwork. Key responsibilities encompass:Overseeing vehicle documentation, tax, and title records,...


  • Hanover, Massachusetts, United States Ocean Honda of Hanover Full time

    Job OverviewPosition: DMV Title Registration ClerkThe DMV Title Registration Clerk is responsible for executing administrative and clerical support tasks related to vehicle documentation, including titles, registrations, taxes, license plates, and legal transfer documents. Key responsibilities include:Overseeing vehicle documentation, tax, and title records,...


  • Hanover, Massachusetts, United States Fisher Auto Parts Full time

    About Fisher Auto PartsFisher Auto Parts is a leading provider of auto parts and accessories, with a rich history of delivering exceptional customer service and quality products. Our team of professionals is dedicated to helping customers find the right parts for their vehicles, and we're committed to providing a positive experience for every customer.Job...