Relationship Manager Jobs in Boston, MA
Relationship Manager jobs in Boston are concentrated in the Financial District, Back Bay, and Seaport District, with strong demand across wealth management, commercial banking, and private equity. Employers actively hiring include JPMorganChase, KeyBank, and The Baldwin. Scan the live roles below and apply to whichever ones fit.
Find Relationship Manager JobsOverview
Open roles52
Top employerJPMorganChase
Work type52% Hybrid
Top credentialBachelor's degree
Companies hiring20
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
We won't show you this job again
Added 3d ago
ACV Auctions
Customer Relationship Manager
Boston, Massachusetts
Added 3d ago
Senior Relationship Manager OR Senior Banker - Institutional Real Estate
We won't show you this job again
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
We won't show you this job again
Added 4d ago
The Baldwin Group
Senior Client Relationship Manager, Employee Benefits - IAS Northeast
Boston, Massachusetts
Added 4d ago
Growth Platforms - Relationship Executive, EHR Manager - C_MAT
We won't show you this job again
Added 1w ago
Deloitte
Growth Platforms - Relationship Executive, EHR Manager - C_MAT
Boston, Massachusetts
Added 1w 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 Boston
Find roles in Boston that match your experience and apply in just a few clicks.
Find Relationship Manager JobsRelationship Manager Job Market in Boston
Who's Hiring
- JPMorganChase10
- KeyBank4
- The Baldwin4
- Wellington Management4
- TD2
Top Industries Hiring
- Banking & Financial Services
- Fintech
- Investment & Asset Management
- Law & Legal Services
Relationship Manager Jobs in Boston: Frequently Asked Questions
How do I get a relationship manager job in Boston?
Focus your search on Boston's Financial District and Back Bay, where wealth management firms, regional banks, and commercial lenders cluster most of their relationship management teams. Candidates who demonstrate a book of business, CFA or CFP credentials, or deep experience in one vertical, such as middle-market lending or private banking, stand out in this market. Boston's tight-knit professional community means referrals from existing clients or colleagues carry real weight.
Which companies hire relationship managers in Boston?
Employers hiring relationship managers in Boston right now include JPMorganChase, KeyBank, and The Baldwin, based on current listings on Migrate Mate as of November 2026. Boston's market is anchored by large regional banks, asset managers, and insurance carriers, alongside a growing number of fintech and private credit firms headquartered in the Seaport District.
Are there remote relationship manager jobs in Boston?
Yes, though with caveats: relationship manager work is inherently client-facing, so fully remote roles are less common than hybrid arrangements. About 72% of relationship manager openings tied to Boston are remote or hybrid as of November 2026, with the flexibility typically found in portfolio monitoring, inside sales, or digital banking roles rather than in-person wealth advisory or commercial lending positions.
How can I get a relationship manager job in Boston with little or no experience?
The most realistic entry path in Boston is through a bank or credit union teller or personal banker role, which several of the city's community banks and regional branches use as a direct pipeline into relationship management. Firms in the Seaport fintech corridor and Back Bay asset managers also hire associate relationship managers who pair a finance or business degree with internship experience. Familiarity with Salesforce and a Series 7 or SIE exam completion markedly improves early-career competitiveness here.
Which industries hire the most relationship managers in Boston?
Boston relationship manager roles concentrate in Banking & Financial Services, Fintech, and Investment & Asset Management, based on current listings on Migrate Mate as of November 2026. Boston's status as a hub for mutual funds, life sciences companies, and higher education endowments creates sustained demand across those sectors, driving a more diversified local market than many other U.S. cities.
Related Jobs in Massachusetts
Accountant JobsMassachusetts
Mortgage Loan Processor JobsMassachusetts
Financial Planning Analyst JobsMassachusetts
Treasury Analyst JobsMassachusetts
Financial Analyst JobsMassachusetts
Finance Assistant JobsMassachusetts
Financial Services Representative JobsMassachusetts
Cost Analyst JobsMassachusetts
Strategy Analyst JobsMassachusetts
See All 52 Relationship Manager Jobs in Boston
Find roles in Boston that match your experience and apply in just a few clicks.
Find Relationship Manager Jobs