Daley And Associates, LLC · 9 hours ago
Relationship Manager
Lexington, MA
Full-time
Hybrid
Entry, Mid Level
$70K/yr - $90K/yr
2+ years expDaley And Associates, LLC is a leading, growth-oriented wealth management firm seeking a Relationship Manager to support advisory teams serving high-net-worth individuals and corporate retirement plan clients. The role involves providing direct support to Advisors, managing client interactions, and ensuring an exceptional client experience through effective communication and operational efficiency.
BankingConsultingFinancial ServicesHuman ResourcesInsurance
Hiring Manager
Kyle Archer
Responsibilities
Provide direct support to Advisors across client onboarding, account servicing, reporting, and day-to-day operational needs
Serve as a primary point of contact for clients, custodians, and internal stakeholders
Manage documentation, scheduling, compliance requirements, and account maintenance
Ensure an exceptional client experience through proactive communication and detail-oriented execution
Collaborate with Project and Operations teams to enhance processes and workflow efficiency
Qualification
Required
2–5+ years of experience in wealth management, financial services, or a similar client service environment
Strong organizational skills and comfort juggling multiple priorities
Excellent communication skills and a polished, professional presence
Preferred
Experience with custodians, CRMs, or financial planning tools is a plus
Company
Daley And Associates, LLC
Daley and Associates is a boutique executive search and contract staffing firm specializing in the placement of Accounting, Finance, Information Technology, Legal, Administrative and Life Sciences professionals.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Christyn Thatcher
CFO/COO
Hank Phillips
Principal & COO
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