[Hiring] Senior Relationship Manager @Hargrove

Role Description

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 Hargrove Management Services, 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
• 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
• Making the system smarter over time

This role operates within a framework and playbook set by Senior Leadership 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.

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

Requirements

• 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
• 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
• 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
• Participate in advisor education programs — webinars, roundtables, and firm-level training sessions
• 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

Benefits

• 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