Relationship Manager

Cerity Partners • Boston, MA

110d • $85,000 - $100,000

About The Position

The Relationship Manager (RM) role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests as a member of the wealth advisory team. Responsibilities include assisting with account openings, processing paperwork, scheduling client meetings, and preparing basic reports. The RM ensures CRM data accuracy and helps with client follow-up and meeting preparations. This position requires excellent organizational skills, attention to detail, and a commitment to providing friendly and professional client service. The role also involves learning about investment products and improving internal processes under supervision.

Requirements

• Bachelor’s degree
• 2+ years experience in the financial industry, including wealth management, financial planning or estate planning.

Nice To Haves

• Series 65
• Completion of CFP® or CFA designation– CPA, JD, CHFC, or another approved advanced designation/degree.

Responsibilities

• Support the wealth advisory team in the management of existing client relationships.
• Knowledgeable of internal solutions for client base, including other service lines within Cerity Partners.
• Assist advisory team with onboarding of new clients: customize our standard contract with new client information, obtain all appropriate forms from custodian, and work with each new client to ensure accurate completion.
• Coordinate submission with the custodian for processing.
• Responsible for cash transfers, wires, data maintenance, reporting and trading as needed.
• Must have comprehensive knowledge of investment accounts, products, and the forms required to transact business.
• Drive proactive process improvements for advisor and other team members.
• Proactively interact with clients and assist in creating an outstanding client experience.
• Present portions of client meetings and communicate with clients independently.
• Perform research on stocks, bonds, and other securities, utilizing various investment software including Bloomberg, YCharts, HiddenLevers, etc.
• Assist with the timely completion and submission of all client related transaction requests.
• Conduct independent research and build financial plans for prospective clients.
• Organize and maintain the CRM system (Salesforce), utilize financial planning software (eMoney).
• Involvement in company committees and/or firm-wide initiatives.
• Serve as back-up equity and fixed income trader when required, and provide trading team with support on a regular and ongoing basis.

Benefits

• Health, dental, and vision insurance – day 1!
• 401(k) savings and investment plan options with 4% match
• Flexible PTO policy
• Parental Leave
• Financial assistance for advanced education and professional designations
• Opportunity to give back time to local communities
• Commuter benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree
• Number of Employees: 501-1,000 employees