Relationship Manager - Investment Management Group

Rockland Trust • Boston, MA

1d • $140,000 - $200,000

About The Position

Rockland Trust is seeking a dynamic, client-focused Relationship Manager for its Investment Management Group in Boston, Massachusetts. The Relationship Manager builds and maintains strong relationships with high-net-worth clients, provides personalized service, and supports new business efforts by partnering with IMG financial consultants and networking with centers of influence. Serving as clients’ primary point of contact, this role learns their financial objectives and delivers tailored solutions. The position also involves day-to-day administration of investment management portfolios, revocable and irrevocable trusts, and estates, while maintaining records and adhering to regulatory requirements and internal policies.

Requirements

• Bachelor of Arts or Bachelor of Science degree.
• At least 5–10 years of experience in financial services or a 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 wealth management.
• Strong understanding of financial markets, investment products, and wealth management principles, and ability to explain complex financial concepts clearly and concisely.
• Excellent interpersonal and communication skills, including the ability to establish rapport, understand client needs, and provide tailored investment advice and solutions.
• Ability to work effectively in a fast-paced, dynamic environment, with a focus on exceptional client service and business results.

Nice To Haves

• Master’s degree.
• Trust certifications.
• Attendance at Trust Schools.
• Law degree.
• CFP® designation.

Responsibilities

• Develop and nurture relationships with high-net-worth clients, understanding their financial goals, risk tolerance, and investment preferences.
• Analyze clients’ financial situations and provide personalized financial solutions and recommendations.
• Collaborate with internal IMG 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, provide exceptional service, and align clients’ investment objectives with their long-term financial goals.
• Identify opportunities to grow client relationships and 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.
• Administer accounts day to day, including investment management portfolios, revocable and irrevocable trusts, and estates.
• Maintain accurate records of client interactions, investment decisions, and retirement planning goals, ensuring compliance with regulatory requirements and internal policies.

Benefits

• Competitive compensation with performance incentive awards.
• Health insurance.
• Dental insurance.
• 401(k) and defined contribution plan for retirement.
• LTD and life insurance.
• Day care reimbursement.
• Tuition assistance for graduate and undergraduate programs.
• Award-winning wellness program.
• Comprehensive benefits package and an environment that supports work-life balance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level