Senior Relationship Manager

Hargrove; United States; Remote; USD 90,000 - 140,000; Full time

Benefits offered by this job

Health benefits

Dental benefits

Vision benefits

401(k) matching

Flexible PTO

Fully remote work

Job summary

Hargrove Management Services Organization, Inc is seeking a Senior Relationship Manager to serve as the dedicated point of contact for a defined portfolio of RIA partner firms and their advisor bases.

You will own the advisor experience from onboarding through habitual usage, guiding new advisors through the estate planning process and referral workflow. You’ll act as the connective tissue among advisors, attorneys, and the internal team to improve outcomes and momentum.

Qualifications

• Bachelor’s degree in business, finance, communications, or related field.
• 2–4 years in relationship management, customer success, financial services, or client-facing roles.
• Background in wealth management or estate planning is a strong plus.

Responsibilities

• Own advisor onboarding from registration to first referral.
• Maintain advisor engagement from first referral to habitual usage.
• Serve as a resource for estate planning questions and the referral process.
• Conduct monthly, agenda-driven touchpoints with partner firm contacts.
• Coordinate with Client Success for handoffs between advisor and client teams.

Skills

Relationship management

Customer success

Financial services

Client-facing

Communication skills

HubSpot

Education

Bachelor's degree in Business, Finance, Communications, or related field

Tools

HubSpot

Job description

Who We Are
Hargrove Management Services Organization, Inc is a leading national law firm support company dedicated to collaborating with Hargrove Firm, a highly esteemed estate and tax planning firm based in Louisville, Kentucky. Together, we strive to make a difference in the lives of our clients by offering top-notch, efficient support to our team of exceptional lawyers. We are committed to delivering excellence in every aspect of our work.

The Role

We are looking for a Senior Relationship Manager who will serve as the named, dedicated point of contact for a defined portfolio of RIA partner firms and their advisor bases. You are not a support coordinator, you are a relationship owner and activation driver. Your job is to make sure every advisor in your portfolio feels confident, prepared, and genuinely supported in referring clients to Hargrove Management Services, and that their clients have exceptional outcomes when they do.

You will own the advisor experience from onboarding through habitual usage — guiding new advisors through the process, equipping them with the tools and knowledge to refer well, and staying actively engaged to ensure momentum doesn’t stall. You will also serve as the connective tissue between advisors, attorneys, and the broader internal team — surfacing patterns, resolving friction, and making the system smarter over time.

This role operates within a framework and playbook set by Senior Leadership and reports directly to the Director of Relationship Management. You are the boots on the ground — executing the activation model at the advisor and firm level with precision, consistency, and genuine relationship investment. Your day-to-day direction, coaching, and performance oversight come from the Director of Relationship Management, who owns the relationship management function and will be your closest working partner.

What You’ll Do

Advisor Onboarding

• Serve as the primary point of contact for newly registered advisors at your assigned partner firms

• Conduct orientation calls to introduce advisors to the NetLaw platform, the three-meeting estate planning process, and their role as a referring partner

• Facilitate attorney-advisor intro calls to establish relationships before a first client referral is made

• Walk advisors through the pre-referral client checklist and estate planning needs assessment reference guide so they feel confident identifying and preparing clients

• Track onboarding milestone completion in HubSpot and follow up proactively with advisors who are not progressing toward their first referral

Advisor Activation and Engagement

• Own advisor relationships from first referral through habitual usage across your assigned portfolio

• Monitor advisor engagement in HubSpot — identifying dormant advisors early and executing re-engagement outreach before they go fully inactive

• Serve as a knowledgeable, accessible resource for advisors with questions about estate planning, the referral process, or their clients’ situations

• Conduct monthly structured touchpoints with firm-level contacts at assigned partner firms — agenda-driven, not open-ended

• Participate in advisor education programs — webinars, roundtables, and firm-level training sessions — as a Hargrove representative and relationship anchor

Post-Referral Advisor Accountability

• Follow up with advisors post-referral to ensure they remain engaged throughout their client’s estate planning process

• Alert advisors when their clients’ plans are at risk of stalling and provide guidance on how to re-engage

• Coordinate with the Client Success team on handoffs and ensure aligned communication between the advisor and the client-facing team

• Flag advisor disengagement patterns before they impact plan completion rates

Who You Are

• Bachelor’s degree in Business, Finance, Communications, or a related field

• 2–4 years of experience in relationship management, customer success, financial services, or a client-facing role

• Background in wealth management, RIA operations, wealthtech, financial services or estate planning is a strong plus

What We Offer

• Competitive base salary commensurate with experience

• Performance bonus tied to scheduled and completed meetings

• Health, dental, and vision benefits

• 401(k) with lucrative matching

• Flexible PTO

• Fully remote work

• A front-row seat to building a category-defining function at a high-growth, PE-backed company during one of its most consequential growth phases

Hargrove Management Services Organization Inc is an equal opportunity employer. We are committed to building a diverse and inclusive team.