Senior Relationship Manager

🕒 Abril 17

🐎 Kentucky – Remoto

🐎 Kentucky – Remote

💵 $75.000 - $85.000 / ano

⏰ Tempo Integral

🟠 Sênior

💰 Gerente de Contas

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NetLaw

SiteLinkedInTodas as Vagas

1 - 10 funcionários

Fundada em 2012

☁️ SaaS

🤝 B2B

🏢 Corporativo

SaaS • B2B • Enterprise

A NetLaw é uma plataforma de software de planejamento patrimonial liderada por advogados que simplifica a criação, gerenciamento e execução digital de testamentos, trusts e documentos relacionados para consultores financeiros, RIAs, empresas e seus clientes. A plataforma conecta consultores, clientes e advogados licenciados—impulsionada pelo Hargrove Firm—para fornecer fluxos de trabalho seguros, certificados SOC 2 Tipo II, assinatura e notarização remotas, análises voltadas para consultores e personalização e integração de nível empresarial para grandes organizações de gerenciamento de riqueza. O produto da NetLaw é construído como uma solução SaaS escalável para incorporar o planejamento patrimonial nos processos de consultoria financeira, melhorar a conformidade e centralizar a colaboração e o cumprimento de documentos.

Descrição

• 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

🎯 Requisitos

• 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

🏖️ Benefícios

• 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