Senior Relationship Manager

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $80k - $100k / year

⏰ Full Time

🟠 Senior

💰 Account Manager

👻 Ghost score 1%

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Hargrove Firm

WebsiteLinkedInAll Job Openings

2 - 10 employees

Founded 2011

⚖️ Legal

☁️ SaaS

Legal • SaaS

Hargrove Firm is a law firm focused on estate planning that combines traditional legal accountability with a transparent, real-time technology platform. The firm emphasizes fixed-fee pricing and nationwide availability, serving both advisors and individual clients who need estate planning services. Its website and product UI indicate an integrated client-facing platform for case visibility, scheduling, client management, and progress tracking, designed to make estate planning faster, more transparent, and predictable in price.

📋 Description

• Serve as the primary point of contact for newly registered advisors at assigned partner firms • Conduct orientation calls introducing advisors to the NetLaw platform, the three-meeting estate planning process, and their role as referring partners • Facilitate attorney-advisor introduction calls before the first client referral • Guide advisors through the pre-referral client checklist and estate planning needs assessment reference guide • Track onboarding milestones in HubSpot and follow up with advisors who are not progressing toward their first referral • Own advisor relationships from first referral through habitual usage • Monitor advisor engagement in HubSpot and execute re-engagement outreach to dormant advisors • Serve as a resource for questions about estate planning, referrals, and client situations • Conduct monthly structured touchpoints with firm-level contacts • Participate in webinars, roundtables, and firm-level training sessions as a Hargrove representative • Follow up post-referral to maintain advisor engagement throughout clients' estate planning processes • Alert advisors when client plans risk stalling and guide re-engagement • Coordinate with Client Success on handoffs and aligned advisor-client communication • Flag advisor disengagement patterns before they affect plan completion rates

🎯 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

🏖️ Benefits

• Competitive base salary commensurate with experience • Performance bonus tied to scheduled and completed meetings • Health, dental, and vision benefits • 401(k) with lucrative matching • Flexible PTO • Fully remote work • 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