Relationship Manager - manage relationship between RIA and Network firm

Relationship Manager - manage relationship between RIA and Network firm

Job details
Relationship Manager - 100B AUM Wealth Tech Company in RIA industry - Buckhead
Salary: $80,000 - $150,000 per year
A Bit About Us
We specialize in supporting independent registered investment advisors by providing technology & CRM, investment platform, practice management, M&A, and capital strategies.
Why join us?
We are a growing firm founded 12 years ago and already surpassing 100 Billion in AUM. We are looking for folks who believe in our mission and drive to put our clients first and give independence back to advisors.
Comprehensive health, dental, and vision insurance
401(k) with company match
Unlimited PTO
20%-25% bonus
Equity
Job Details
You will play a key role in our organization's growth with this RIA. You are the head of the relationship between our organization and our client firm. You will project manage all the various projects a client firm is working on with us, along with being a strategic advisor to the leadership of the Network firm. You will lead the effort to drive profitability and growth within these organizations.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds.
Seniority level

Not Applicable
Employment type

Full-time
Job function

Sales and Business Development
Industries

Accounting, Financial Services, and Banking

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