NetLaw

Senior Relationship Manager

NetLaw

full-time

Posted on:

Location Type: Remote

Location: Kentucky • United States

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Salary

💰 $75,000 - $85,000 per year

Job Level

Senior

About the role

  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
relationship managementcustomer successfinancial servicesestate planningwealth managementRIA operationswealthtechportfolio managementonboarding processesadvisor education
Soft Skills
interpersonal skillscommunication skillsorganizational skillsdetail orientedproactiveownership-orientedtrust buildingcuriosityadaptabilityproblem-solving
Certifications
Bachelor's degree in BusinessBachelor's degree in FinanceBachelor's degree in Communicationsrelated field degree