Senior Relationship Manager - Remote Advisor Growth
Hargrove
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Descrizione del lavoro
Hargrove Management Services Organization, Inc is seeking a Senior Relationship Manager to be 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 and ensuring momentum in referrals.
You will act as the connective tissue between advisors, attorneys, and the broader internal team, surfacing patterns, resolving friction, and improving the system over
Competenze
- 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.
Mansioni
- Serve as the primary point of contact for a defined portfolio of RIA partner firms and their advisor bases.
- Own advisor relationships from first referral through habitual usage across your assigned portfolio.
- Monitor advisor engagement in HubSpot — identify dormant advisors and re-engage early.
- Conduct monthly structured touchpoints with firm-level contacts.
- Participate in advisor education programs — webinars, roundtables, and firm-level trainings as a Hargrove representative.
Conoscenze
Formazione
Strumenti
Descrizione del lavoro
Hargrove Management Services Organization, Inc is seeking a Senior Relationship Manager to be 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 and ensuring momentum in referrals.
You will act as the connective tissue between advisors, attorneys, and the broader internal team, surfacing patterns, resolving friction, and improving the system over
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