Senior Wealth Management Relationship Manager

For Successful, Independent Wealth Management Firm

On Site

Concord, MA area

Twelve Points Wealth Management

Enjoy Being a Big Fish in a Small Pond

Are you a wealth management client service professional looking for a unique workplace, and one which is not “corporate in nature”?

Tired of having to deal with the workplace dynamics of a large, bureaucratic corporation?

Are you looking for a work environment where people genuinely like working together, and where work-life balance is something the owners of the company actually care about?

Are you looking for a place where advancement is not restricted by structured policies or politics?

We May Just Be The Place for You!

For more than a decade, our well-respected private wealth management firm has provided high-net worth individuals and business owners, financial planning and wealth management services of a wide range, such as investment reviews, tax and insurance planning, estate planning, trust management, family wealth management and more. We are growing our team such that we have an exciting opportunity for an ambitious talented individual looking to join our amazing team!

We are not a grind-away-your-life company. We truly care about our employee’s work life balance, in practice.

Some of the Things We Care About…

Kindness ** Trustworthiness ** Courtesy ** Loyalty

In our relationships with clients, in our relationship with each other.

Workplace Culture Matters…

We pride ourselves in promoting a workplace culture of humility, passion, and excellence. Our team is friendly, down to earth and we treat each other with warmth and authenticity.

The Challenge…

Position Overview
The Relationship Manager (RM) is a vital member of our client advisory team, responsible for delivering an outstanding client experience, fostering long-lasting relationships, and ensuring the highest level of service. Acting as a trusted partner, the RM supports Wealth Advisors in managing client relationships while playing a pivotal role in the growth, retention, and satisfaction of our clientele.

The new Relationship Manager will hold the following key responsibilities:

1. Client Engagement and Experience

o Serve as a primary point of contact for clients, providing tailored and proactive support.

o Act as an ambassador for the firm, ensuring clients receive exemplary service on inbound and outbound communications.

2. Operational and Administrative Excellence

o Manage client onboarding, including the collection of required documentation and account setup processes.

o Oversee and update the client database in Salesforce, ensuring accuracy and comprehensiveness.

o Research, resolve, and communicate solutions for client inquiries and service matters.

o Coordinate with custodians and external providers to manage client accounts effectively.

o Prepare materials and agendas for client meetings, team reviews, and presentations.

3. Team Collaboration

o Partner with Wealth Advisors to prioritize tasks, projects, and deliverables.

o Manage workflows, track progress, and ensure timely completion of client-related tasks.

4. Strategic Contributions

o Recommend solutions and enhancements to processes and practices, contributing to the firm’s operational efficiency.

What You Should Bring to the Table:

• Bachelor’s degree in finance, business, or a related field.
• Experience as a wealth management relationship manager
• Knowledge of Salesforce or other CRM systems is highly desirable.
• Exceptional interpersonal and communication skills, both verbal and written.
• Proven ability to work independently, prioritize tasks, and manage multiple projects in a fast-paced environment.
• Highly organized, detail-oriented, and adept at critical problem-solving.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and a strong aptitude for learning new technologies.
• Commitment to integrity, excellence, and the highest standards of ethics

Why Twelve Points

· Generous compensation

· Excellent Benefits

· Ample Professional Development and Advancement Opportunities

· Great Work-Life Balance

· We are not your average wealth management firm. We are so much more.

We would welcome your interest! Check us out at: www.twelvepoints.com

If interested, please submit resume through the Indeed portal TODAY!

Pay: $90,000.00 - $120,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Experience:

• wealth management relationship manager: 3 years (Required)

Work Location: In person