Senior Relationship Manager
Job Summary
Dedicated to enhancing advisor experiences, the full-time Senior Relationship Manager will serve as the primary contact for a portfolio of RIA partner firms, guiding advisors through onboarding, engagement, and post-referral processes in a remote capacity.
Key responsibilities
- Conduct onboarding and orientation for newly registered advisors, introducing them to the NetLaw platform and referral processes
- Monitor advisor engagement and execute re-engagement strategies to maintain active participation in the referral process
- Follow up with advisors post-referral to ensure continued engagement and coordinate with the Client Success team for seamless communication
Required qualifications
- Bachelor's degree in Business, Finance, Communications, or a related field
- 2-4 years of experience in relationship management, customer success, or a client-facing role
- Background in wealth management, RIA operations, or estate planning is a strong plus
Complete Job Description
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