Account Manager, RIA Partnerships

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

The ideal candidate will be able to appropriately identify the needs of both new and current customers in order to aid customers in their success using our product. This will be done by developing an appropriate level of communication with clients and internal team members to better understand and mitigate any issues the customers may face.

Responsibilities

Work cross functionally within the company to communicate with all stakeholders in customers' success

Create and maintain relationships with customers to better understand and achieve their needs

Make visits to our customers to identify opportunities for growth within our platform

Manage all reporting about the health of customers' accounts

Qualifications

Articulate and well accustomed to a client facing role

Willingness and ability to travel

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

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.

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