The Role

We are looking for a Senior Relationship Manager who will serve as the named, dedicated point of contact for a defined portfolio of RIA partner firms and their advisor bases. You are not a support coordinator, you are a relationship owner and activation driver. Your job is to make sure every advisor in your portfolio feels confident, prepared, and genuinely supported in referring clients to NetLaw, and that their clients have exceptional outcomes when they do.

You will own the advisor experience from onboarding through habitual usage - guiding new advisors through the process, equipping them with the tools and knowledge to refer well, and staying actively engaged to ensure momentum doesn't stall. You will also serve as the connective tissue between advisors, attorneys, and the broader internal team - surfacing patterns, resolving friction, and making the system smarter over time.

This role operates within a framework and playbook set by the VP of Advisor Success and reports directly to the Director of Relationship Management. You are the boots on the ground - executing the activation model at the advisor and firm level with precision, consistency, and genuine relationship investment. Your day-to-day direction, coaching, and performance oversight come from the Director of Relationship Management, who owns the relationship management function and will be your closest working partner.

What You'll Do

Advisor Onboarding

• 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

Advisor Activation and Engagement

• 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

Post-Referral Advisor Accountability

• 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

Feedback and Operational Excellence

• 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

Qualifications

• 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

Required Skills

• 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

What We Offer

• Competitive base salary commensurate with experience
• Performance bonus tied to advisor activation and engagement metrics
• Health, dental, and vision benefits
• 401(k)
• Flexible PTO
• Fully remote
• Direct mentorship from the Director of Relationship Management with 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