Strategic Advocate - Relationship Manager
NewEdge Advisors, New Orleans, LA, United States
NewEdge Advisors is a rapidly growing, multi-custodian (LPL Financial, Fidelity, Schwab, Raymond James, Goldman Sachs) RIA built by advisors for advisors. We provide elite independent practices with flexible investment solutions, cutting-edge technology, back-office support, practice management, and a collaborative advisor community.
The Strategic Advocate acts as a
strategic partner, trusted advisor, and internal champion
for a territory of affiliated independent financial advisor teams. More than a relationship manager, this role is about proactively elevating the advisor experience—guiding business strategy, fostering community, and enabling access to the full value of the NewEdge platform. At NewEdge, you’ll join a passionate team helping some of the industry’s best advisors grow thriving practices. This is a rare opportunity to shape the future of advisor experience in a dynamic, entrepreneurial environment—where your voice matters and your impact is real. Location: New Orleans candidates preferred, but remote candidates will be considered as well. Key Responsibilities
Advisor-Centric Engagement
Serve as the primary point of contact for a defined territory of advisor teams, cultivating strong, trust-based relationships. Conduct regular in-person and virtual check-ins, including annual partnership reviews and strategic planning sessions. Help advisors acclimate to NewEdge post-transition and ensure continued engagement with available resources. Identify and recommend tools, programs, and initiatives that support advisor growth, efficiency, and client service. Strategic Enablement & Business Coaching
Collaborate with advisor leadership teams to co-develop business plans and practice management strategies. Offer coaching on topics like growth planning, client segmentation, operational workflows, team structure, and technology utilization. Promote continuous learning, innovation, and leadership development across the advisor base. Serve as the voice of the advisor internally—escalating issues, surfacing feedback, and influencing improvements across the firm. Coordinate cross-functional resources (custodial, compliance, operations, tech, etc.) to resolve complex advisor needs. Proactively identify patterns and opportunities for platform-wide enhancements. Community Building & Engagement
Foster a culture of connection and idea-sharing through territory-based events, webinars, and peer forums. Support broader firm-wide initiatives that promote collaboration, culture, and advisor-to-advisor learning. Encourage advisor participation in NewEdge conferences and community experiences. What Success Looks Like
Advisors feel genuinely supported, strategically enabled, and deeply connected to the NewEdge ecosystem. High advisor satisfaction and engagement across your territory. Increased adoption of key programs, services, and technologies. Tangible advisor growth in AUM, revenue, client experience, and team efficiency. Qualifications
Required
3+ years of experience in the RIA, hybrid-RIA, or broader wealth management industry. Familiarity with the needs of independent advisors and multi-custodial platforms. Strong communication, presentation, and relationship-building skills. Demonstrated ability to lead strategic conversations and influence outcomes. Preferred
Previous experience in a territory management, relationship management, or advisor consulting role. Knowledge of tuck-in, aggregator, or platform RIA models. Comfort with CRM tools (Salesforce preferred) and project management platforms. Ability to travel regularly for in-person advisor visits and events. What We Offer
Compensation will be comprised of a base salary and an opportunity to qualify for bonus(es) or commissions. EdgeCo Holdings' benefit package includes health, dental, vision, short-term disability, long-term disability, life insurance, PTO and 401(k) match (after applicable waiting periods).
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strategic partner, trusted advisor, and internal champion
for a territory of affiliated independent financial advisor teams. More than a relationship manager, this role is about proactively elevating the advisor experience—guiding business strategy, fostering community, and enabling access to the full value of the NewEdge platform. At NewEdge, you’ll join a passionate team helping some of the industry’s best advisors grow thriving practices. This is a rare opportunity to shape the future of advisor experience in a dynamic, entrepreneurial environment—where your voice matters and your impact is real. Location: New Orleans candidates preferred, but remote candidates will be considered as well. Key Responsibilities
Advisor-Centric Engagement
Serve as the primary point of contact for a defined territory of advisor teams, cultivating strong, trust-based relationships. Conduct regular in-person and virtual check-ins, including annual partnership reviews and strategic planning sessions. Help advisors acclimate to NewEdge post-transition and ensure continued engagement with available resources. Identify and recommend tools, programs, and initiatives that support advisor growth, efficiency, and client service. Strategic Enablement & Business Coaching
Collaborate with advisor leadership teams to co-develop business plans and practice management strategies. Offer coaching on topics like growth planning, client segmentation, operational workflows, team structure, and technology utilization. Promote continuous learning, innovation, and leadership development across the advisor base. Serve as the voice of the advisor internally—escalating issues, surfacing feedback, and influencing improvements across the firm. Coordinate cross-functional resources (custodial, compliance, operations, tech, etc.) to resolve complex advisor needs. Proactively identify patterns and opportunities for platform-wide enhancements. Community Building & Engagement
Foster a culture of connection and idea-sharing through territory-based events, webinars, and peer forums. Support broader firm-wide initiatives that promote collaboration, culture, and advisor-to-advisor learning. Encourage advisor participation in NewEdge conferences and community experiences. What Success Looks Like
Advisors feel genuinely supported, strategically enabled, and deeply connected to the NewEdge ecosystem. High advisor satisfaction and engagement across your territory. Increased adoption of key programs, services, and technologies. Tangible advisor growth in AUM, revenue, client experience, and team efficiency. Qualifications
Required
3+ years of experience in the RIA, hybrid-RIA, or broader wealth management industry. Familiarity with the needs of independent advisors and multi-custodial platforms. Strong communication, presentation, and relationship-building skills. Demonstrated ability to lead strategic conversations and influence outcomes. Preferred
Previous experience in a territory management, relationship management, or advisor consulting role. Knowledge of tuck-in, aggregator, or platform RIA models. Comfort with CRM tools (Salesforce preferred) and project management platforms. Ability to travel regularly for in-person advisor visits and events. What We Offer
Compensation will be comprised of a base salary and an opportunity to qualify for bonus(es) or commissions. EdgeCo Holdings' benefit package includes health, dental, vision, short-term disability, long-term disability, life insurance, PTO and 401(k) match (after applicable waiting periods).
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