Relationship Manager Jobs in Massachusetts
Relationship Manager jobs in Massachusetts are in strong demand, concentrated in financial services, banking, wealth management, and commercial lending, with openings at every level from entry-level associate through senior and director roles. The most active hiring metros are Boston, Worcester, and Springfield, where firms like Fidelity Investments, Eastern Bank, and State Street Corporation maintain deep relationship management teams. Private banking, commercial real estate lending, and high-net-worth client advisory are the most consistently sought specializations across the state. Find a role that fits below and apply directly.
Find Relationship Manager JobsOverview
Open roles52
Top employerJPMorganChase
Top cityBoston, MA
Cities hiring17
Work type52% Hybrid
Top industryBanking
Showing 5 of 52+ Relationship Manager jobs
Financial Advisor Relationship Manager - Planner
We won't show you this job again
Added 2d ago
CAPTRUST
Financial Advisor Relationship Manager - Planner
Boston, Massachusetts
Added 2d ago
Customer Relationship Manager
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Added 3d ago
ACV Auctions
Customer Relationship Manager
Boston, Massachusetts
Added 3d ago
Senior Relationship Manager OR Senior Banker - Institutional Real Estate
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Added 3d ago
KeyBank
Senior Relationship Manager OR Senior Banker - Institutional Real Estate
Boston, Massachusetts
Added 3d ago
Senior Client Relationship Manager, Employee Benefits - IAS Northeast
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Added 4d ago
The Baldwin Group
Senior Client Relationship Manager, Employee Benefits - IAS Northeast
Boston, Massachusetts
Added 4d ago
Private Client Relationship Manager
We won't show you this job again
Added 4d ago
Citizens
Private Client Relationship Manager
Franklin, Massachusetts
Added 4d ago
Added 2d ago
Financial Advisor Relationship Manager - Planner
CAPTRUST·Boston, Massachusetts
Job functions:
$85k - $110k/yr
Hybrid
Bachelor's degree
501-1,000 employees
Job Description
Overview:
CAPTRUST seeks a dynamic Financial Advisor Relationship Manager – Planner, who will lead and support existing and new client relationships to provide world-class service. The position is located in Boston, MA. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm. Primary responsibilities may include the following, among others:
Responsibilities:
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great place to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.
Our Employee Benefits Package shows how much we value our team. Some benefits include:
One Liberty Square, 13th Floor | Boston, MA 02109
Hybrid work arrangement following a 90-day introductory period.
HOW do we build a world class organization one brick at a time?
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a burning need to improve continuously. Simply put: the difference at CAPTRUST is the quality of our people and the depth of our bench. If you are ready to make your mark, we want to talk to you.
Are you the next brick?
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected and supported.
It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #associate
This position will remain open until filled.
WHO are we looking for?
CAPTRUST seeks a dynamic Financial Advisor Relationship Manager – Planner, who will lead and support existing and new client relationships to provide world-class service. The position is located in Boston, MA. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm. Primary responsibilities may include the following, among others:
Client Facing Responsibilities
- Prepare and propose items of discussion, financial planning issues, and recommendations for Prospect Meetings and Client review meetings
- Attend or lead client meetings with/without Senior Advisor as appropriate
- Attend Prospecting meetings with Senior Advisor as appropriate
- Manage client meeting follow-up items and action items with clients and Senior Advisor if necessary
- Maintain frequent communications with clients between meetings
- Assume relationship management responsibilities for existing clients
- Assist with calendaring of planning exercises and appropriate follow-ups for new clients and existing
Financial Planning Responsibilities
- Effectively use eMoney platform and/or other software tools to create and update financial projections including base plans, scenario analysis and estate planning projections
- Collaborate with advisor team to develop appropriate financial recommendations for clients
- Develop and maintain an area of planning expertise – for example: Estate Planning, Insurance, Social Security, etc.
- Present Financial Plans to clients and prospects including initial onboarding as well as deep dive scenario analysis
Investment Management Responsitilities
- Effectively communicate our investment strategy and recommendations to clients
- Work with Senior Advisor to develop suitable portfolio recommendations for individual clients
- Present with and without Senior Advisor, portfolio recommendations to clients
- Support advisor team with rebalancing/realignment of portfolios as needed
Professional Development
- Pursue additional qualifications which will continue to build upon the team’s collective expertise
- Attend industry conferences related to financial planning and/or investment management to hone skills and stay current with financial education and industry trends
- Develop selling skills by attending prospecting meetings and learning from other advisors and outside resources where appropriate
Background Requirements:
- Bachelor’s degree or higher or equivalent work experience
- CFP® or must obtain within1 year of hire date
- 5+ years of relevant work experience
Candidate Qualifications
-
Passionate interest in working as part of a team to serve clients’ full range of financial planning needs
” Team Player” mindset and willingness to do whatever is needed, big or small - Enjoys direct and personal interactions with clients
- Interest in longer term firm career advancement opportunity as a Senior Wealth Advisor
- Prioritizes communication responsiveness both internally and externally
Abilities and Skills Profile
- Excellent written and verbal communication skills
- Excellent computer skills, including MS Word, Excel, and Outlook
- Familiarity with eMoney Financial Planning Software
- Well-developed interpersonal skills
- Exceptional organizational skills
- Effective time management skills; ability to multi-task in a dynamic environment while prioritizing independent tasks and meeting aggressive deadlines
- Ability to effectively report to several professionals on a large variety of tasks and manage priorities amid an often-heavy volume of work
WHAT can you expect from your career at CAPTRUST?
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great place to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.
Our Employee Benefits Package shows how much we value our team. Some benefits include:
- Company discretionary bonus
- Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms
- Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods
- Paid time off (PTO) or Paid Sick Leave (PSL)
- Compensation range (depending on location and experience): $85,000-$110,000
WHERE will you be working?
One Liberty Square, 13th Floor | Boston, MA 02109
Hybrid work arrangement following a 90-day introductory period.
HOW do we build a world class organization one brick at a time?
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a burning need to improve continuously. Simply put: the difference at CAPTRUST is the quality of our people and the depth of our bench. If you are ready to make your mark, we want to talk to you.
Are you the next brick?
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
- Ability to build successful, collaborative, and trusting relationships
- Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
- A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
- Inherent desire to give back to our communities and enrich the lives of those around us
- An other-centered mindset
- Integrity through maintaining objectivity
EEO/Diversity Statement:
At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected and supported.
It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #associate
This position will remain open until filled.
CAPTRUST
Financial Advisor Relationship Manager - Planner
Boston, Massachusetts
Added 2d ago501-1,000 employees
Job functions:
$85k - $110k/yr
Hybrid
Bachelor's degree
Job Description
Overview:
CAPTRUST seeks a dynamic Financial Advisor Relationship Manager – Planner, who will lead and support existing and new client relationships to provide world-class service. The position is located in Boston, MA. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm. Primary responsibilities may include the following, among others:
Responsibilities:
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great place to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.
Our Employee Benefits Package shows how much we value our team. Some benefits include:
One Liberty Square, 13th Floor | Boston, MA 02109
Hybrid work arrangement following a 90-day introductory period.
HOW do we build a world class organization one brick at a time?
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a burning need to improve continuously. Simply put: the difference at CAPTRUST is the quality of our people and the depth of our bench. If you are ready to make your mark, we want to talk to you.
Are you the next brick?
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected and supported.
It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #associate
This position will remain open until filled.
WHO are we looking for?
CAPTRUST seeks a dynamic Financial Advisor Relationship Manager – Planner, who will lead and support existing and new client relationships to provide world-class service. The position is located in Boston, MA. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm. Primary responsibilities may include the following, among others:
Client Facing Responsibilities
- Prepare and propose items of discussion, financial planning issues, and recommendations for Prospect Meetings and Client review meetings
- Attend or lead client meetings with/without Senior Advisor as appropriate
- Attend Prospecting meetings with Senior Advisor as appropriate
- Manage client meeting follow-up items and action items with clients and Senior Advisor if necessary
- Maintain frequent communications with clients between meetings
- Assume relationship management responsibilities for existing clients
- Assist with calendaring of planning exercises and appropriate follow-ups for new clients and existing
Financial Planning Responsibilities
- Effectively use eMoney platform and/or other software tools to create and update financial projections including base plans, scenario analysis and estate planning projections
- Collaborate with advisor team to develop appropriate financial recommendations for clients
- Develop and maintain an area of planning expertise – for example: Estate Planning, Insurance, Social Security, etc.
- Present Financial Plans to clients and prospects including initial onboarding as well as deep dive scenario analysis
Investment Management Responsitilities
- Effectively communicate our investment strategy and recommendations to clients
- Work with Senior Advisor to develop suitable portfolio recommendations for individual clients
- Present with and without Senior Advisor, portfolio recommendations to clients
- Support advisor team with rebalancing/realignment of portfolios as needed
Professional Development
- Pursue additional qualifications which will continue to build upon the team’s collective expertise
- Attend industry conferences related to financial planning and/or investment management to hone skills and stay current with financial education and industry trends
- Develop selling skills by attending prospecting meetings and learning from other advisors and outside resources where appropriate
Background Requirements:
- Bachelor’s degree or higher or equivalent work experience
- CFP® or must obtain within1 year of hire date
- 5+ years of relevant work experience
Candidate Qualifications
-
Passionate interest in working as part of a team to serve clients’ full range of financial planning needs
” Team Player” mindset and willingness to do whatever is needed, big or small - Enjoys direct and personal interactions with clients
- Interest in longer term firm career advancement opportunity as a Senior Wealth Advisor
- Prioritizes communication responsiveness both internally and externally
Abilities and Skills Profile
- Excellent written and verbal communication skills
- Excellent computer skills, including MS Word, Excel, and Outlook
- Familiarity with eMoney Financial Planning Software
- Well-developed interpersonal skills
- Exceptional organizational skills
- Effective time management skills; ability to multi-task in a dynamic environment while prioritizing independent tasks and meeting aggressive deadlines
- Ability to effectively report to several professionals on a large variety of tasks and manage priorities amid an often-heavy volume of work
WHAT can you expect from your career at CAPTRUST?
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great place to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.
Our Employee Benefits Package shows how much we value our team. Some benefits include:
- Company discretionary bonus
- Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms
- Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods
- Paid time off (PTO) or Paid Sick Leave (PSL)
- Compensation range (depending on location and experience): $85,000-$110,000
WHERE will you be working?
One Liberty Square, 13th Floor | Boston, MA 02109
Hybrid work arrangement following a 90-day introductory period.
HOW do we build a world class organization one brick at a time?
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a burning need to improve continuously. Simply put: the difference at CAPTRUST is the quality of our people and the depth of our bench. If you are ready to make your mark, we want to talk to you.
Are you the next brick?
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
- Ability to build successful, collaborative, and trusting relationships
- Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
- A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
- Inherent desire to give back to our communities and enrich the lives of those around us
- An other-centered mindset
- Integrity through maintaining objectivity
EEO/Diversity Statement:
At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected and supported.
It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #associate
This position will remain open until filled.
See All 52 Relationship Manager Jobs in Massachusetts
Find roles in Massachusetts that match your experience and apply in just a few clicks.
Find Relationship Manager JobsRelationship Manager Jobs by City in Massachusetts
Where Massachusetts roles are concentrated, by current openings.
Wellesley
3 jobsWaltham
2 jobsBrockton
2 jobsBurlington
2 jobsSouth Easton
2 jobsNorth Andover
2 jobsStow
1 jobDedham
1 jobQuincy
1 jobSaugus
1 jobMedford
1 jobNeedham
1 jobNorwell
1 jobFranklin
1 jobMarshfield
1 jobWilmington
1 jobRelationship Manager Job Market in Massachusetts
A snapshot from current Massachusetts openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Banking & Financial Services
- Fintech
- Investment & Asset Management
- Law & Legal Services
What Massachusetts Employers Look For
The qualifications that appear most often in relationship manager jobs across Massachusetts.
- Bachelor's degree in finance, business, economics, or a closely related field
- FINRA Series 7 and Series 63 licenses for investment-related relationship manager roles
- Minimum two to five years of client-facing experience in banking or financial services
- Demonstrated ability to manage and grow a portfolio of commercial or retail clients
- Proficiency with CRM platforms such as Salesforce and core banking systems
- Strong knowledge of Massachusetts commercial lending regulations and compliance standards
Relationship Manager Jobs in Massachusetts: Frequently Asked Questions
How do you become a relationship manager in Massachusetts?
Most relationship manager roles in Massachusetts require a bachelor's degree in finance, business, or economics, followed by relevant client-facing experience in banking or financial services. For investment-related positions, FINRA Series 7 and Series 63 licenses are typically required, obtained by passing exams administered through FINRA. Massachusetts does not impose a separate state license for the title itself, but roles at broker-dealers and registered investment advisors require FINRA registration before you can work with clients.
Which companies hire relationship managers in Massachusetts?
Employers hiring relationship managers in Massachusetts right now include JPMorganChase, Citizens, and Eastern Bank, based on current listings on Migrate Mate as of November 2026. Massachusetts's deep concentration of financial institutions, regional banks, and asset managers means consistent year-round demand across the state.
Which Massachusetts cities have the most relationship manager jobs?
Boston, Wellesley, and Massachusetts have the most relationship manager openings in Massachusetts. Boston drives the majority of demand as the state's financial and banking hub, home to major asset managers and regional bank headquarters, while Worcester and Springfield generate steady openings through community banks, credit unions, and commercial lending offices serving central and western Massachusetts.
Are there remote relationship manager jobs in Massachusetts?
Yes, but they're less common than in purely analytical roles, since relationship managers are expected to meet clients and build in-person trust. About 68% of relationship manager openings tied to Massachusetts are remote or hybrid as of November 2026, skewing toward hybrid rather than fully remote. The functions most likely to be done remotely are portfolio review, internal reporting, and virtual client check-ins rather than new business development.
How can I get hired as a relationship manager in Massachusetts with little or no experience?
The most realistic entry path is securing a personal banker, customer service representative, or banking associate role at a Massachusetts community bank or credit union, then moving into a junior relationship manager position after demonstrating client management skills. Eastern Bank, Rockland Trust, and DCU all run associate or rotational programs in Massachusetts that develop candidates without prior relationship management experience. Completing the FINRA Series 7 exam before applying gives candidates a measurable edge, even at the entry level.
Where can I find and apply to relationship manager jobs in Massachusetts?
You can find and apply to relationship manager jobs in Massachusetts on Migrate Mate, which lists current Massachusetts openings. Find roles that fit your background and apply directly to the ones that match.
See All 52 Relationship Manager Jobs in Massachusetts
Find roles in Massachusetts that match your experience and apply in just a few clicks.
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