Account Manager, RIA Partnership

Salary Range: $75,000.00 To $95,000.00 Annually

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

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

Benefits

Incentive plan

Health, Dental, and Vision coverage

Ongoing development, feedback, and growth opportunities (we promote from within whenever possible)

Plumb is an equal opportunity employer.

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