Senior Relationship Manager

📋 Description

• Serve as the primary contact for newly registered advisors within assigned partner firms
• Conduct orientation sessions and facilitate introductions between advisors and attorneys before the
• Guide advisors through pre-referral checklists and estate planning needs assessment resources so
• Track onboarding milestones in HubSpot and proactively follow up with advisors who are not
• Manage advisor relationships from the first referral through sustained, habitual usage across the
• Monitor engagement data in HubSpot, identify inactive or disengaged advisors, and implement

🎯 Requirements

• Bachelor's degree in Business, Finance, Communications, or a related field.
• 2–4 years of experience in relationship management, customer success, financial services, or
• Experience or familiarity with wealth management, Registered Investment Advisor (RIA) operations
• Strong relationship-building and communication skills, with the ability to establish trust and
• A proactive, organized approach to managing a portfolio of relationships, tracking milestones, and
• Ability to identify engagement risks, address obstacles, and motivate advisors toward sustained

🎁 Benefits

• Base salary of $80,000–$100,000, with the final amount dependent on experience.
• Performance-based bonus tied to scheduled and completed meetings.
• Health, dental, and vision benefits.
• 401(k) retirement plan with employer matching.
• Flexible paid time off (PTO).
• Fully remote work arrangement.