Senior Relationship Manager

Hargrove Firm

. Serve as the primary point of contact for newly registered advisors at assigned partner firms .

Posted 10/20/2026full-timeRemote • United StatesSenior💰 $80,000 - $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in relationship management and client engagement within the financial services sector, with a strong focus on estate planning processes and advisor support. Proficient in utilizing HubSpot for tracking and enhancing advisor interactions and onboarding milestones.

Highest-signal resume keywords

Relationship ManagementClient SuccessEstate PlanningHubSpot ProficiencyWealth Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Needs AssessmentOnboarding ProcessReferral ManagementEngagement TrackingFinancial Services Knowledge

Soft Skills

CommunicationProblem-SolvingInterpersonal SkillsOrganizational Skills

Tools & Technologies

HubSpot

Industry Keywords

Wealth ManagementRIA OperationsWealthtechEstate Planning

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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