Associate Relationship Manager

Job Summary

To support a growing network of RIA partners, the full-time Associate Relationship Manager will drive advisor adoption and engagement through high-volume outreach, onboarding support, and relationship development in a remote environment.

Key responsibilities

• Conduct high-volume outbound calls and emails to engage advisors and schedule demonstrations of the NetLaw platform
• Guide advisors through the onboarding process, ensuring they understand the platform's functionality and referral workflows
• Maintain accurate records of advisor activities and performance metrics in HubSpot while tracking engagement and activation progress

Required qualifications

• Bachelor's degree preferred, or equivalent experience
• 1-3 years of experience in inside sales, business development, or customer success roles
• Comfortable making a high volume of outbound calls and follow-ups daily
• Organized and disciplined with follow-up activities and goal-oriented
• Curious about financial services, wealth management, and estate planning