Account Manager, RIA Partnership

Account Manager, RIA Partnerships
Job Description

Overview

We are seeking a highly organized and proactive Account Manager to support and grow our RIA white-label platform. This individual will work closely with leadership to manage advisor relationships, coordinate onboarding, and ensure smooth operational delivery. This is a high-growth role with a clear path to leadership.

Key Responsibilities

RIA Relationship Support

Serve as a key point of contact for RIA partners
Maintain strong communication and ensure a high-quality experience

Onboarding Coordination

Coordinate onboarding of RIA firms and clients
Track progress and ensure deadlines are met

Operations Coordination

Work with bill pay and accounting teams
Monitor workload and flag capacity constraints

Sales Support

Assist with proposals, pricing, and contracts
Join sales calls over time

Process Improvement

Identify inefficiencies and improve workflows
Leverage technology and AI tools

Qualifications

3-6 years of experience in account management, operations, or client success
Experience in wealth management, RIA, or fintech preferred
Strong organizational and communication skills
What We're Looking For

Ownership mindset
Detail-oriented and organized
Calm under pressure
Tech and AI curious
Growth-oriented with leadership potential
Next Steps

Plumb is committed to going "Beyond the Numbers" for our clients. To do that, we need people who want to build something better-and who are comfortable evolving how work gets done as automation becomes part of the day-to-day.

What we offer

Competitive base salary
Incentive plan
Health, Dental, and Vision coverage
Ongoing development, feedback, and growth opportunities (we promote from within whenever possible)

Compensation and Additional Information

Base salary range: $75,000 - $95,000 with a significant bonus opportunity. Plumb is an equal opportunity employer.

This role is part of the senior management team. Apply through the job posting, or email the President (rob@thinkplumb.com) or EVP (anneke@thinkplumb.com) with a cover letter and resume. A thoughtful, detailed cover letter gets an interview-if you're a fit, we want to hear from you.