Senior Relationship Manager

Jobgether; United States; Remote; USD 80,000 - 100,000; Full time

Benefits offered by this job

Base salary: $80,000–$100,000

Performance-based bonus

Health, dental, and vision benefits

401(k) retirement plan with matching

Flexible PTO

Fully remote work arrangement

Job summary

Jobgether seeks a Senior Relationship Manager based in the United States to own relationships with a portfolio of Registered Investment Advisor (RIA) partner firms and their financial advisors. The role drives engagement, referrals, and long‑term adoption of estate planning services in a fully remote environment.

You will guide advisors from onboarding through ongoing referral activity, collaborating with attorneys, client success, and firm stakeholders to deliver a seamless estate planning

Qualifications

• Bachelor's degree in Business, Finance, Communications, or related field.
• 2–4 years of experience in relationship management or customer success.
• Experience with wealth management, RIA operations, or estate planning is a plus.
• Strong relationship-building and communication skills with advisors and firm stakeholders.
• Proactive, organized, and able to manage a remote portfolio.

Responsibilities

• Onboard newly registered advisors within assigned partner firms and introduce them to the platform and estate planning process.
• Lead onboarding milestones in HubSpot and follow up with advisors not progressing toward referrals.
• Manage advisor relationships from first referral through sustained usage and engagement.
• Coordinate educational webinars, roundtables, and training sessions with firm contacts.
• Maintain contact with advisors through their clients' estate planning journeys to support engagement and completion.
• Identify at-risk plans and re-engage clients and advisors as needed.
• Coordinate handoffs with Client Success to ensure consistent communication.

Skills

Relationship building

Communication

HubSpot CRM

Portfolio management

Remote collaboration

Education

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

Tools

HubSpot CRM

Job description

This position is listed on behalf of a partner company, which manages all applications and next steps. Our partner is looking for a Senior Relationship Manager based in the United States.
The Senior Relationship Manager will own relationships with a portfolio of Registered Investment Advisor (RIA) partner firms and their financial advisors, driving engagement, referrals, and long‑term adoption of estate planning services. This remote role combines relationship management, advisor education, and proactive client journey coordination. You will guide advisors from onboarding through consistent referral activity, ensuring they have the knowledge, tools, and confidence to support their clients effectively. Working closely with attorneys, client success professionals, and firm‑level stakeholders, you will help deliver a seamless experience throughout the estate planning process. You will also identify engagement gaps, resolve friction, and strengthen referral workflows to improve outcomes. Operating within an established strategy and playbook, you will contribute directly to the growth and effectiveness of a developing relationship management function.
Accountabilities

• Advisor Onboarding: Serve as the primary contact for newly registered advisors within assigned partner firms, introducing them to the platform, the three‑meeting estate planning process, and their responsibilities as referral partners.
• Conduct orientation sessions and facilitate introductions between advisors and attorneys before the first client referral.
• Guide advisors through pre‑referral checklists and estate planning needs assessment resources so they can confidently identify and prepare clients.
• Track onboarding milestones in HubSpot and proactively follow up with advisors who are not progressing toward their first referral.
• Advisor Activation and Engagement: Manage advisor relationships from the first referral through sustained, habitual usage across the assigned portfolio.
• Monitor engagement data in HubSpot, identify inactive or disengaged advisors, and implement targeted outreach to re‑engage them before activity declines further.
• Act as an accessible, knowledgeable resource for questions about estate planning, referral procedures, and client situations.
• Lead structured monthly touchpoints with firm‑level contacts and participate in advisor education initiatives, including webinars, roundtables, and firm‑level training sessions.
• Post‑Referral Advisor Accountability: Maintain contact with advisors throughout their clients' estate planning journeys to support engagement and successful completion.
• Identify plans at risk of stalling, alert the relevant advisors, and provide guidance on re‑engaging clients.
• Coordinate handoffs with the Client Success team to ensure consistent communication between advisors and client‑facing teams.
• Recognize and elevate patterns of advisor disengagement before they negatively affect plan completion rates.
• Share recurring challenges and relationship insights to help improve internal processes and the overall advisor experience.

Requirements

• Bachelor's degree in Business, Finance, Communications, or a related field.
• 2–4 years of experience in relationship management, customer success, financial services, or another client‑facing role.
• Experience or familiarity with wealth management, Registered Investment Advisor (RIA) operations, wealth technology, financial services, or estate planning is a strong advantage.
• Strong relationship‑building and communication skills, with the ability to establish trust and maintain productive partnerships with financial advisors and firm‑level stakeholders.
• A proactive, organized approach to managing a portfolio of relations, tracking milestones, and following up consistently.
• Ability to identify engagement risks, address obstacles, and motivate advisors toward sustained referral activity.
• Comfort using CRM tools such as HubSpot to monitor engagement, document progress, and manage relation workflows.
• Ability to collaborate effectively with attorneys, client success teams, and internal stakeholders to coordinate client journeys and improve outcomes.
• A self‑directed, detail‑oriented working style suited to a fully remote environment and an established performance framework.

Benefits

• Base salary of $80,000–$100,000, with the final amount dependent on experience.
• Performance‑based bonus tied to scheduled and completed meetings.
• Health, dental, and vision benefits.
• 401(k) retirement plan with employer matching.
• Flexible paid time off (PTO).
• Fully remote work arrangement.
• Opportunity to help build and shape a growing relationship management function during a significant phase of business growth.