Client Relationship Officer
argonautica private wealth managementWellesley (MA)
Client Relationship Officer
Posted today
argonautica private wealth managementWellesley (MA)
SENIORITY
Senior
About the role
Location:
Field and Office-Based (Hybrid) – Target regions across MetroWest Boston, Cape Cod, Southern NH, and Coastal Maine
Reports to: Managing Principal
About Argonautica Private Wealth Management, Inc.
Argonautica Private Wealth Management is a SEC-registered investment advisor serving a select group of high-net-worth and ultra-high-net-worth individuals and families. Our approach is grounded in disciplined investment management, thoughtful planning, and long-term client relationships built on trust and discretion. We are intentionally focused on quality over scale—partnering with clients whose complexity and expectations demand a high level of expertise and personalization.
The Opportunity:
We are seeking a seasoned Client Relationship Officer to lead new client acquisition. This senior, highly autonomous, and entrepreneurial role focuses on sourcing, cultivating, and closing relationships with high-net-worth individuals and families with $5MM+ in net worth. This is a pure business-building role with substantial economic upside tied directly to results. The right candidate will view this as an opportunity to build a meaningful revenue stream within a firm positioned for long-term growth. The ideal candidate brings a proven ability to attract new clients to the firm, and, ideally, an established network within our target markets. This role is best suited for a motivated self-starter who thrives in a performance-driven environment and maintains a strong focus on results. The successful candidate will play a central role throughout the client lifecycle—from initial outreach and business development to long-term relationship management after onboarding.
Key Responsibilities:
- Prospect & Originate New Business
- Identify, target, and engage high-net-worth individuals and families with $5MM+ in net worth across the target market
- Develop and execute personal business development strategies across MetroWest Boston, Cape Cod, Southern NH, and Coastal MaineBuild and maintain a robust pipeline of qualified prospects
- Leverage centers of influence (attorneys, CPAs, consultants, etc.) for referrals
- Lead discovery conversations, present firm capabilities, and close new client relationships
- Effectively communicate the firm’s value proposition, investment philosophy, and service model
- Develop trusted, long-term client relationships by maintaining regular communication, responsiveness, and a high level of service throughout the relationship lifecycle
- Serve as Lead Relationship Manager
- Following onboarding, serve as the primary relationship manager for clients introduced to the firm, coordinating with internal advisory and investment teams to deliver an exceptional client experience
- Maintain ongoing engagement with clients to identify evolving needs, strengthen relationships, and support long-term asset retention and growth
- Represent the firm at events, networking functions, community engagements, and direct outreach efforts
- Partner with internal investment and advisory teams to ensure a seamless, high-quality onboarding experience
- Provide feedback on market trends and feedback on client needs
Candidate Profile:
- 10+ years of success in a client-facing, revenue-generating business development or consultative
- Demonstrated track record of originating new client relationships and achieving measurable business growth
- Experience working with high-net-worth individuals and families
- Strong relationship-building, networking, and presentation skills with the ability to engage high-net-worth individuals and professional referral sources
- An established network within MetroWest Boston, Cape Cod, Southern NH, and Coastal MaineSeries 65 license preferred; candidates without the license must be willing and able to obtain it within a specified period after hire
- Bachelor’s Degree
- Industry Knowledge
- A general understanding of the needs of high-net-worth individuals and families
- Familiarity with wealth management and investment advisory services
- Demonstrated success in bringing in new clients
- Ability to consistently meet or exceed investment advisory revenue targets
- Existing relationships or strong familiarity with the target market regions – MetroWest Boston, Cape Cod, Southern NH, and Coastal Maine
- Exceptional interpersonal and communication skills
- Highly self-motivated and entrepreneurial mindset
- Strong closing ability and persistence
- Ability to operate independently in a field and office-based role
- CompensationCompetitive compensation tied to: New client retained revenue generated from investment advisory fees
- Compensation tied to: New and closed strategic partnerships
- Upside: Substantial earning potential for high performers
- Work Structure
- Field and office-based presence, extensive time spent in the field meeting with prospects and referral sources, and building relationships
- Schedule driven by business development activity and client engagement
- High degree of autonomy with clear expectations for results and rewards
- Who This Role Is ForPrefers substantial earnings potential over a fixed-based salary
- Enjoys the hunt and thrives on closing new business
- Has confidence in their ability to build a book of high-value client relationships
- Values long-term relationship building in addition to new business development
- Enjoys acting as a trusted advisor and primary point of contact for clients over time
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