Senior Relationship Manager

🕒 vor 1 Monat

🐎 Kentucky – Remote

🐎 Kentucky – Remote

💵 $75.000 - $85.000 / Jahr

⏰ Vollzeit

🟠 Senior

💰 Account Manager

Jetzt Bewerben

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NetLaw

WebsiteLinkedInAlle Stellen

1 - 10 Mitarbeiter

Gegründet 2012

☁️ SaaS

🤝 B2B

🏢 Unternehmen

SaaS • B2B • Enterprise

NetLaw ist eine von Anwälten geführte Softwareplattform für Nachlassplanung, die die Erstellung, Verwaltung und digitale Ausführung von Testamenten, Trusts und verwandten Dokumenten für Finanzberater, RIAs, Unternehmen und deren Kunden vereinfacht. Die Plattform verbindet Berater, Kunden und zugelassene Anwälte – unterstützt von der Hargrove Kanzlei – um sichere, SOC 2 Typ II-zertifizierte Arbeitsabläufe, Fernunterzeichnung und -notarisation, anwenderorientierte Analysen und unternehmensweite Anpassung und Integration für große Vermögensverwaltungsorganisationen bereitzustellen. Das Produkt von NetLaw ist als skalierbare SaaS-Lösung konzipiert, um die Nachlassplanung in Finanzberatungsprozesse zu integrieren, die Compliance zu verbessern und die Zusammenarbeit und Dokumenterfüllung zu zentralisieren.

Beschreibung

• 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

🎯 Anforderungen

• 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

🏖️ Vorteile

• 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