Relationship Manager - Investments Management Group

Rockland Trust
Boston, MA
Category Insurance
Job Description
Rockland Trust is seeking a Relationship Manager for their Investment Management Group in the Osterville, MA office. The role focuses on providing client service for investment portfolios, trusts, and estates within the Cape Cod area. The position requires strong interpersonal and communication skills, along with expertise in financial planning and estate planning. The role supports new business efforts and building relationships with corporate clients.

Requirements

  • Minimum of 5 – 10 years’ experience in the financial services industry
  • Expertise in trust administration, portfolio management, estate planning, and estate settlement
  • Strong interpersonal, communication, and relationship building skills
  • Understanding of investment management, wealth management, and financial planning strategies

Benefits

  • Competitive compensation
  • Performance incentive awards
  • Health Insurance
  • Dental Insurance
  • 401K and DC Plan
  • LTD & Life Insurance
  • Day Care Reimbursement
  • Tuition Assistance
  • Wellness program
  • Award winning wellness program
]]>