Senior Relationship Manager
Benefits
Unlimited PTO
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Role Overview:
- Own relationships with RIA partner firms and their financial advisors.
- Focus on driving engagement, referrals, and long-term adoption of estate planning services.
Key Responsibilities:
- Onboard new advisors and orient them to the platform and referral process.
- Monitor engagement data, re-engage inactive advisors, and lead monthly touchpoints.
- Coordinate with client success and attorneys to support plan completion.
Requirements:
- Bachelor's degree in Business, Finance, Communications, or related field.
- 2–4 years of relationship management or customer success experience, ideally in financial services.
- Strong communication skills and comfort using CRM tools like HubSpot.
Benefits:
- Base salary of $80,000–$100,000 plus performance bonus.
- Health, dental, vision, and 401(k) with employer matching.
- Flexible time off and fully remote work.
Not specified
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.