Senior Relationship Manager
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Job Description
Senior Relationship Manager driving advisor engagement and activation for NetLaw's estate planning services. Managing a defined portfolio of RIA partner firms and their advisor bases.
Responsibilities:
- 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
- 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 NetLaw representative and relationship anchor
- 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
- Surface patterns, friction points, and advisor feedback on a regular cadence
- Maintain accurate, current records in HubSpot — referral activity, engagement tier, milestone completion, advisor notes, and firm-level context
- Contribute to the ongoing refinement of onboarding processes, advisor education materials, and engagement sequences based on what you observe in the field
- Support the VP of Advisor Success in building and improving the systems, playbooks, and content that make the function scalable
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 a client-facing role
- Background in wealth management, RIA operations, wealthtech, financial services or estate planning is a strong plus
- Strong interpersonal and communication skills — you build trust quickly, communicate clearly in writing and verbally, and are comfortable managing relationships over phone, Zoom, and email
- Organized and detail oriented — you manage a portfolio of relationships simultaneously without things falling through the cracks
- Proactive and ownership-oriented — you follow up without being asked, escalate issues before they become problems, and take pride in the outcomes of the advisors you support
- Curious about financial planning and estate planning — you do not need to be an expert on day one, but you are motivated to develop a working knowledge of the space and how advisors think about it
- Comfortable in a fast-moving, early-stage environment where processes are being built in real time and your observations shape how things improve
- Experience with HubSpot or a similar CRM is a plus
Benefits:
- Health, dental, and vision benefits
- 401(k)
- Flexible PTO
- Direct mentorship from the Director of Relationship Management
- Visibility to senior leadership and key RIA partner contacts from day one
- 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
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