Role responsibilities
The Associate Relationship Manager will drive advisor adoption and engagement across a network of RIA partners by conducting high-volume outreach and scheduling demonstrations. They will also support advisor onboarding and relationship development to ensure successful platform usage.
Requirements
Candidates should have 1-3 years of experience in a relevant outbound-facing role and possess strong communication skills. A bachelor's degree is preferred, but equivalent experience will also be considered.
Key skills
Inside Sales, Business Development, Customer Success, Client Services, Call Center Sales, Communication, Organization, Goal Orientation, Technology Learning, CRM Navigation, Financial Services, Wealth Management, Estate Planning
Keywords
Estate Planning, Tech-Enabled, SaaS, Fintech, Wealth Management, Insurance, Banking, CRM, HubSpot, Advisor Engagement, Onboarding, Outreach, Activation, Referral Process, Metrics-Driven, Performance Tracking