VP of Advisor Success
NetLaw
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $180,000 - $220,000 per year
Job Level
Lead
About the role
- Build our first dedicated Advisor Success function.
- Own the full lifecycle of advisor engagement, from onboarding through habitual usage, across enterprise RIA partnerships and our growing advisor base.
- Player-coach role: build the function while personally driving adoption with our largest partners.
- Design advisor onboarding and activation programs that drive time-to-first-plan.
- Build scalable training: webinars, scripts, client conversation guides, CE-worthy content.
- Drive penetration within existing partnerships.
- Implement systems for scalable engagement: CRM workflows, health scoring, marketing automation.
- Build and lead the relationship management team.
Requirements
- You've built or scaled advisor success functions in wealthtech/fintech selling into RIAs or led practice management within an enterprise RIA.
- Deep understanding of RIA workflows and advisor personas
- Track record building repeatable onboarding playbooks and activation programs
- Experience managing strategic enterprise accounts with multiple stakeholders
- Data-driven: defines KPIs, builds dashboards, makes decisions on metrics
Benefits
- Health, dental, vision
- 401(k)
- Flexible PTO
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
onboardingactivation programsCRM workflowshealth scoringmarketing automationKPI definitiondashboard buildingdata-driven decision making
Soft skills
relationship managementteam leadershipcoachingstrategic account managementstakeholder management