Wealth Relationship Manager III

Wealth Relationship Manager III Cambridge Trust - A Division of Eastern Bank is hiring an experienced Wealth Relationship Manager III to support expansion in the RI market. Hiring Range: $97,229 - $159,733 The WM RM III is responsible for: Acquiring and developing new high net worth relationships, both personal and commercial, to offer full array of financial services. Developing new client relationships that can benefit from one or more of the Banks' banking and wealth management services including banking services, residential and commercial lending, cash management, and wealth management. Overseeing general administration of client relationships and performing wide variety of responsibilities related to serving clients. Managing all administrative aspects of portfolio of Wealth Management accounts. Responsibilities include: Identifying and developing new clients to build a relationship with goal of providing Wealth Management solutions. Providing clients with objective, comprehensive, and needs-based advice for building and preserving wealth and transferring to future generations. Maintaining awareness of client's goals, income, and spending to manage relationship. Proactively advising and consulting with clients and prospects to present Eastern Bank / Cambridge Trust's available financial services. Managing assigned client relationships, including all aspects of opening, administering, and closing of client accounts. Overseeing set-up of new clients with portfolio on trust accounting system to ensure accuracy of mailings, tax reports and statements, and account information. Developing and maintaining strong centers of influence ("COI") network that can serve as referral network for potential prospects and new clients. Engaging with other lines of business within Bank to fully serve clients' financial needs. Participating in required annual Administrative Reviews of accounts. Providing expertise, guidance, and skill development support to other team members. May directly supervise work of Client Service Associates and/or Senior Client Service Associates. Qualifications include: Bachelor's degree in business, finance, or related field preferred. Minimum 10 years in financial services including: 5 years' experience working with high-net-worth individuals and families, privately held businesses, private partnerships, and non-profit organizations. Knowledge of banking, lending, and wealth management products. Strong business development, marketing, and client service skills. Strong analytical, time management, and decision-making skills. Ability to build new relationships with both centers of influence, potential clients, and referral sources. Proven analytical and decision-making skills, with effective problem resolution. Excellent communication skills, both verbal and written, including proper business letter and email writing. Excellent client service skills. Strong computer skills, including office software such as word processing, spreadsheet, and presentation applications. Ability to prioritize, juggle a variety of tasks, and interact with staff at all levels. Attention to detail. Positive attitude, team player, and willingness to accept new assignments and pitch-in. At Eastern Bank, we pride ourselves on supporting our employees by offering tremendous opportunity for individual growth. As an inclusive company, we work to ensure that our valued employees are treated fairly, recognized for their individuality, and encouraged to reach their fullest potential. These values have earned us a reputation as a great place to work and provide a strong reason why you should consider a career with us. We are proud to offer comprehensive compensation plans and a benefits program called Total Rewards that includes medical, dental, vision, life and disability insurance, retirement, vacation and tuition reimbursement. Eastern Bank is an equal opportunity employer. All job applicants will be considered for employment without regard to race, color, religious creed, national origin, sex, sexual orientation, gender identity, genetic information, military service, age, ancestry, or disability. At Eastern Bank, we are dedicated to building a diverse, equitable, inclusive and authentic workplace. If you're excited about this role but your experience doesn't fully align with every qualification, we still encourage you to apply! You may be just the right candidate for this position or others across the company.

Created: 2026-03-10