To support a growing network of RIA partners, the full-time Associate Relationship Manager will drive advisor adoption and engagement through high-volume outreach, onboarding support, and relationship development in a remote environment.
Key responsibilities
Conduct high-volume outbound calls and emails to engage advisors and schedule demonstrations of the NetLaw platform
Guide advisors through the onboarding process, ensuring they understand the platform's functionality and referral workflows
Maintain accurate records of advisor activities and performance metrics in HubSpot while tracking engagement and activation progress
Required qualifications
Bachelor's degree preferred, or equivalent experience
1-3 years of experience in inside sales, business development, or customer success roles
Comfortable making a high volume of outbound calls and follow-ups daily
Organized and disciplined with follow-up activities and goal-oriented
Curious about financial services, wealth management, and estate planning
Associate Relationship Manager
Virtual Vocations Inc · New York, NY, USA · Remote ·
- Job type:
- Full Time