Senior Relationship Manager — Remote Advisor Activation

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

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.