Manage relationships with a portfolio of RIA partner firms, driving engagement and referrals.
Guide advisors from onboarding through sustained referral activity with education and proactive coordination.
Collaborate with attorneys, client success teams, and stakeholders to ensure a seamless estate planning experience.
The company provides estate planning services and partners with Registered Investment Advisor (RIA) firms to support their clients. It is in a significant phase of business growth, building a relationship management function with a fully remote team.
Manage and grow relationships with an assigned portfolio of clients, serving as a trusted day-to-day partner.
Drive platform adoption, client engagement, and strategic account plans to ensure clients maximize value.
Analyze client health and collaborate with internal teams to support retention, growth, and issue resolution.
iCapital is a financial technology company powering the world's alternative investment marketplace. The company fosters a culture of innovation, collaboration, and client success, offering comprehensive benefits and an equal opportunity environment.
Process trade orders, account openings, transfers, and custodial tasks.
Respond to client requests, manage CRM notes/activities, and execute client deliverables after advisor meetings.
Communicate with clients via phone and email regarding scheduling, paperwork, and follow-ups.
Independent financial planning and investment management firm in Tampa, FL. Growing fee-based firm committed to meaningful client relationships and investing in its people, with a culture of work-life balance and teamwork.
Build and grow your own firm, powered by Savvy's platform and resources.
Develop client relationships and your book of business with the support of AI-powered prospecting and marketing tools.
Serve as a trusted advisor across investment strategy, tax planning, retirement, estate planning, and risk management.
Savvy is a registered investment advisor reinventing wealth management with an AI-native platform for independent advisors. The Series C company has 170+ employees, $200M raised, and is a Great Place to Work.
Manage the full growth sales cycle with existing customers, including pipeline management, discovery, demos, pricing, trials, and closing expansion opportunities.
Conduct online demos and consultations to highlight add-on features, product upgrades, and advanced use cases for Wealthbox.
Build strong stakeholder relationships, uncover business needs, and expand Wealthbox adoption while collaborating with Customer Success and Marketing.
Wealthbox is a CRM software platform for financial advisors, rated #1 by users and in market share. Tens of thousands of advisors and their teams use it, and the company is a fast-growing team building AI-powered software.
Drive investment management services for Wealth Advisors, consulting on portfolio strategy and objectives.
Serve as the main point of contact for investment and portfolio management, including implementations.
Develop investment deliverables for prospective clients while collaborating with key internal teams.
Mercer Advisors is a financial services firm helping families simplify their financial lives through integrated planning, investment management, tax, estate, and insurance. Serving 42,800+ families across the U.S., it offers a flexible, collaborative culture with many women employees and client-facing professionals.
Lead strategic growth initiatives across asset management, wealth solutions, and financial technology to deliver measurable business outcomes.
Develop and commercialize tax-aware investing, customized portfolios, and integrated investment capabilities for advisors and partners.
Collaborate with senior leaders across investments, product, technology, and distribution to launch scalable solutions and strengthen client relationships.
This financial services firm provides asset management and wealth solutions, driving growth through investment innovation and technology. The organization values collaboration, flexibility, and employee well-being, supporting a fully remote workforce.
Manage account-related requests through Schwab Advisor Services, including openings, transfers, and maintenance.
Provide administrative support to advisors, coordinating requests, deadlines, and client meetings.
Maintain client records, track outstanding requests, and ensure compliance-aligned documentation.
The company is a wealth management advisory firm that provides essential operational support to help client accounts stay accurate and organized. It is a close-knit, supportive team that values family, personal time, flexibility, and a positive working environment.
Serve as the primary point of contact for clients, handling inquiries and educating on services.
Support onboarding of new clients and process account documentation accurately.
Monitor client account activity and coordinate with custodians and internal teams.
LPL Financial is a wealth management firm that supports financial advisors and institutions. With over 32,000 advisors and $2.3 trillion in assets, it fosters a collaborative and innovative culture.
Develop financial planning strategies for high-net-worth clients including estate, retirement, business, and tax planning.
Prepare case strategies, recommendations, and advice materials with accurate and timely documentation.
Partner cross-organizationally with Wealth Management Solutions, Ameriprise Bank, and RiverSource for tailored solutions.
We are a diversified financial services leader with over $1.5 trillion in assets under management, administration and advisement. Our team of 22,000 people across 19 countries serves more than 3.5 million clients and we are a longstanding leader in financial planning, advice, and insurance.
Manage and grow a corporate banking client portfolio focused on deposit acquisition, retention, and expansion.
Develop new client relationships through business development, networking, and community activities.
Monitor deposit activity and client relationships to identify risks and opportunities for growth.
This organization is a U.S. bank providing corporate banking services and deposit products to businesses and nonprofits. It operates with a remote-working culture focused on relationship management and community engagement.
Lead strategy and business leadership for a comprehensive trust services business within a wealth management environment.
Oversee external trustee partnerships and design tailored trust solutions for clients and financial advisors.
Drive operational excellence and trust operations integration to enhance client service and business growth.
The company is a wealth management firm providing comprehensive trust services and financial solutions. It fosters a collaborative, remote-friendly culture that values cross-functional leadership and strategic growth.
Own and cultivate client relationships, driving value and user engagement through product expertise.
Manage commercial strategy, including renewals, upsells, and relationships with key decision makers.
Advocate for client needs and contribute to best-in-class practices on the growing Client Strategy team.
YipitData is a leading market research and analytics firm for the disruptive economy, analyzing billions of data points to drive decisions. It has offices in the US, APAC, and India, with a people-centric culture recognized as a Best Workplace by Inc.
Lead complex tax engagements for high net worth individuals, closely held businesses, and trusts.
Provide proactive tax planning, savings strategies, and wealth preservation solutions.
Supervise and review staff work while ensuring accurate and timely filings.
Frazier & Deeter is a Top 50 accounting and advisory firm serving clients across the United States and globally. They are a rapidly growing, entrepreneurial firm with offices in the US, UK, and India, repeatedly named a Best Firm to Work For and Best Firm for Women.
Lead a portfolio of pharma accounts, driving retention, expansion, and revenue growth.
Manage and mentor a team of Client Services Managers, fostering a high-performance culture.
Partner with clients to understand brand strategies and deliver measurable ROI.
Impiricus is the first and only AI-powered HCP Engagement Engine, ethically connecting healthcare professionals to pharma resources. Founded by a physician and a pharma executive, the company is the fastest-growing in North America per Deloitte's 2025 Fast 500 list, guided by a council of 2000+ HCP advisors.
Own Trust Services strategy, revenue, and budget, including partner model and capability roadmap.
Lead independent trust company selection, contracting, and performance oversight with scorecards.
Serve as trust subject matter expert, advising advisors and clients on trust design and adoption.
Mercer Advisors is an independent fiduciary helping families manage their financial lives through integrated planning, investment, tax, estate, and insurance services. With over 42,800 families served and ranked #1 RIA by Barron's, the firm offers a flexible, national workplace where more than half of employees are women.
Build relationships with warm leads who have already expressed interest in financial protection.
Work from home with structured daily activities and coaching while you ramp.
Develop your skills quickly and advance into leadership if you perform well.
Global Elite Empire Consultants is a remote financial-services company focused on helping families protect income and future. They emphasize structured training, warm-lead conversations, and a leadership track for high performers.
Own a portfolio of credit union and community bank clients as the primary point of contact.
Drive product adoption, lead executive business reviews, and manage renewals and upsell opportunities.
Proactively identify at-risk accounts and develop mitigation plans to ensure high retention.
Bankjoy is a Y Combinator and Bessemer-backed FinTech startup providing modern digital banking products for community banks and credit unions. They are a remote-first, collaborative team scaling across the US and Canada.
Build and manage a planning-led client book covering pensions, investments, and tax.
Work fully remotely from the UK using the firm's existing infrastructure and investment panel.
Retain your current ongoing fee basis while benefiting from in-house specialists and a defined exit route.
A directly authorised and independently owned UK financial planning firm built for long-term advice. It is deliberately small, aiming for around twenty advisers, with a culture that values fit and transparent terms over scale.
Conduct 25-30 inbound Zoom consultations per week with affluent retirees and pre-retirees.
Educate prospects on advanced retirement tax planning and Roth conversion strategies.
Guide qualified prospects to enrollment while managing follow-up and CRM documentation.
Curvion Blue is an outsourced sales organization that helps fast-growing companies scale by recruiting, training, and developing elite sales professionals. It fosters a high-performance, coachable culture and partners with clients across multiple industries.