Relationship Manager — Advisor Growth & Platform Expertise

Robinhood Markets, Inc.; Bellevue, Northern (WA, KY); Hybrid; USD 85,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Equity ownership

401(k) matching

Bonus programs

Lifestyle wallet

Office meals and events

Job summary

Robinhood Markets, Inc. is seeking a Relationship Manager for our Advisor Services team. You will deliver exceptional service to member firms, understand their business, and act as a main contact for complex requests that drive growth on our platform.

Based in our Bellevue, WA/Westlake, TX/ Clearwater offices with in-person days, you will build relationships, educate on roadmap, use our CRM, escalate issues, and advocate for firms to shape platform enhancements.

Qualifications

• Demonstrate a high understanding of the RIA industry, and specifically the TradePMR by Robinhood platform.
• Heart to serve with a passion for problem solving and helping others with finding solutions to complex requests.
• Curious learner that is motivated to learn more about their role, their clients, and our platform.
• Willingness to take on new responsibilities with an execution mentality to ensure a seamless experience for our Advisors.
• 5+ years of customer service and related industry experience; SIE required, Series 7 preferred

Responsibilities

• Broad understanding of each Advisor relationship they oversee, including the firm’s structure, key decision makers, technology stack, client demographics, among others.
• Educate our Advisors on platform changes and our upcoming roadmap; help Advisors find the most efficient and effective ways for doing business with our platform.
• Leverage internal technology solutions, such as our CRM, to uncover signals or trends with your firms, and translate those signals into actionable feedback or education areas.
• Regularly meet with firms either virtually or in person in an effort to deepen the relationship, educate the firm on our platform and what’s coming, and increase firm loyalty.
• Be an advocate internally for the firms you work with. Escalate issues to the appropriate stakeholders internally, and influence change for overall platform enhancements based on their needs.

Skills

Customer service

Relationship management

Problem solving

Communication

Adaptability

Education

SIE required

Series 7 preferred

Tools

CRM

Job description

Robinhood Markets, Inc. is seeking a Relationship Manager for our Advisor Services team. You will deliver exceptional service to member firms, understand their business, and act as a main contact for complex requests that drive growth on our platform.

Based in our Bellevue, WA/Westlake, TX/ Clearwater offices with in-person days, you will build relationships, educate on roadmap, use our CRM, escalate issues, and advocate for firms to shape platform enhancements.