Senior Relationship Manager (Fully Remote)

Not specified; United States; Remote; USD 80,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with employer matching

Flexible time off

Job summary

Not specified is seeking to strengthen its relationship management team for estate planning services. Remote-friendly role focusing on onboarding advisors, driving engagement, referrals, and long-term platform adoption.

You will partner with RIA firms, financial advisors, client success, and attorneys to ensure plan completion and personalized support. The role requires a bachelor's in a related field and 2–4 years in relationship management or customer success, with strong communication and

Qualifications

• Bachelor's degree in Business, Finance, Communications, or related field.
• 2–4 years of relationship management or customer success experience, ideally in financial services.
• Strong communication skills and comfort using CRM tools like HubSpot.

Responsibilities

• Onboard new advisors and orient them to the platform and referral process.
• Monitor engagement data, re-engage inactive advisors, and lead monthly touchpoints.
• Coordinate with client success and attorneys to support plan completion.

Skills

Relationship management

Customer success

Communication

HubSpot CRM

Education

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

Tools

HubSpot

Job description

• Own relationships with RIA partner firms and their financial advisors.
• Focus on driving engagement, referrals, and long-term adoption of estate planning services.

Key Responsibilities:

• Onboard new advisors and orient them to the platform and referral process.
• Monitor engagement data, re-engage inactive advisors, and lead monthly touchpoints.
• Coordinate with client success and attorneys to support plan completion.

Requirements:

• Bachelor's degree in Business, Finance, Communications, or related field.
• 2–4 years of relationship management or customer success experience, ideally in financial services.
• Strong communication skills and comfort using CRM tools like HubSpot.
• Base salary of $80,000–$100,000 plus performance bonus.
• Health, dental, vision, and 401(k) with employer matching.
• Flexible time off and fully remote work.

Not specified

The company provides estate planning services and partners with Registered Investment Advisor (RIA) firms to support their clients. It is in a significant phase of business growth, building a relationship management function with a fully remote team.