Relationship Manager - Investment Management Group

Rockland Trust Company

20h

About The Position

Rockland Trust is seeking a dynamic, client-focused Relationship Manager to join its Investment Management Group in Boston, Massachusetts. The role builds and maintains relationships with high-net-worth clients, provides personalized service and tailored financial solutions, and supports new-business efforts by partnering with IMG financial consultants and networking with centers of influence. The Relationship Manager is the primary client contact, responsible for understanding clients’ financial objectives and helping address them through comprehensive solutions. The position also administers investment management portfolios, revocable and irrevocable trusts, and estates. It requires close collaboration with internal advisors across financial and retirement planning, investment management, personal insurance, trust and estate services, special needs services, and premier banking. The Relationship Manager monitors relevant industry, regulatory, and market developments; maintains accurate client and account records; and ensures work complies with regulatory requirements and internal policies. Rockland Trust describes its workplace as respectful and inclusive and offers a benefits package intended to support colleagues’ work-life balance. The company is an equal opportunity employer and states that reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Requirements

Bachelor of Arts or Bachelor of Science degree.
At least 5 years of experience in the financial services industry or a related field; the posting specifies a range of 5–10 years.
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.
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 advice and solutions.
Ability to work effectively in a fast-paced, dynamic environment while delivering exceptional client service and driving 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.
Serve as a trusted advisor and primary point of contact, providing exceptional service and aligning investment objectives with clients’ long-term financial goals.
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.
Administer accounts, including investment management portfolios, revocable and irrevocable trusts, and estates.
Maintain accurate records of client interactions, investment decisions, and retirement planning goals, in compliance with regulatory requirements and internal policies.