RIA Relationship Lead – FinTech (Remote)

Social Leverage; Scottsdale (AZ); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Commission: Uncapped; On-Target Earnings approximately 40% of base salary

Equity: 0.10% – 0.25%

Full suite of benefits across 401K plans, Healthcare Insurance, Dental, Vision

Job summary

Social Leverage is seeking an Advisor Relationship Manager to collaborate with financial advisors and RIA firms. This remote position requires strong communication and relationship-building skills, along with 3-10 years of experience in sales or relationship management roles.

The successful candidate will guide advisors through onboarding processes and enhance their experience with SyntheticFi's innovative financial products. Join a fast-growing startup that values ownership and ongoing training.

Qualifications

• 3-10 years of experience in Sales, Relationship Management, or similar role.
• Experience working with AdvisorTech, WealthTech, or asset management firms.
• Understanding of financial concepts and ability to explain them.

Responsibilities

• Serve as the primary point of contact for financial advisors and RIA firms.
• Lead advisor onboarding and help navigate client situations.
• Collaborate with teams to improve product and customer experiences.

Skills

Interpersonal skills

Communication skills

Analytical mindset

Problem-solving skills

Education

Bachelor’s degree in Finance, Economics, Business, or related field

Job description

Social Leverage is seeking an Advisor Relationship Manager to collaborate with financial advisors and RIA firms. This remote position requires strong communication and relationship-building skills, along with 3-10 years of experience in sales or relationship management roles.

The successful candidate will guide advisors through onboarding processes and enhance their experience with SyntheticFi's innovative financial products. Join a fast-growing startup that values ownership and ongoing training.