Client Relationship Manager - Hybrid (Danvers, MA) at OneDigital

This role is for an experienced wealth management professional with at least five years of experience who understands the nuances of the RIA landscape and client onboarding. You should be deeply familiar with custodians like Fidelity or Schwab and comfortable navigating financial planning software and CRM tools to keep a high-touch advisory practice running smoothly. **What makes it worth a look...** The compensation is solid for a service-focused role, and the benefits package includes specialized perks like reimbursement for job-related expenses and robust retirement planning. It is a stable, professional environment where you act as the primary glue between advisors, operations, and high-net-worth clients. **You might be a good fit if you...** * Have five-plus years of experience specifically within wealth management or an RIA. * Know your way around Salesforce and investment platforms like Orion. * Are comfortable traveling up to 25% of the time to maintain client relationships. * Can independently manage the entire account lifecycle from onboarding to performance reporting.