{bc}
Apply
ashby

Senior Relationship Manager

Hargrove Firm
Remote, USA
Full-time
Senior · 2–4 years experience
Remote
USD 80000-100000 / year
Discovered 1 weeks ago

Full Job Posting

Who You Are

  • Bachelor's degree in Business, Finance, Communications, or a related field
  • 2–4 years of experience in relationship management, customer success, financial services, or a client-facing role
  • Background in wealth management, RIA operations, wealthtech, financial services or estate planning is a strong plus

What We Offer

  • Competitive base salary commensurate with experience
  • Performance bonus tied to scheduled and completed meetings
  • Health, dental, and vision benefits
  • 401(k) with lucrative matching
  • Flexible PTO
  • Fully remote work
  • A front-row seat to building a category-defining function at a high-growth, PE-backed company during one of its most consequential growth phases
  • Hargrove Management Services Organization Inc is an equal opportunity employer. We are committed to building a diverse and inclusive team.

Responsibilities

  • Serve as the primary point of contact for newly registered advisors at your assigned partner firms
  • Conduct orientation calls to introduce advisors to the NetLaw platform, the three-meeting estate planning process, and their role as a referring partner
  • Facilitate attorney-advisor intro calls to establish relationships before a first client referral is made
  • Walk advisors through the pre-referral client checklist and estate planning needs assessment reference guide so they feel confident identifying and preparing clients
  • Track onboarding milestone completion in HubSpot and follow up proactively with advisors who are not progressing toward their first referral
  • Own advisor relationships from first referral through habitual usage across your assigned portfolio
  • Monitor advisor engagement in HubSpot — identifying dormant advisors early and executing re-engagement outreach before they go fully inactive
  • Serve as a knowledgeable, accessible resource for advisors with questions about estate planning, the referral process, or their clients' situations
  • Conduct monthly structured touchpoints with firm-level contacts at assigned partner firms — agenda-driven, not open-ended
  • Participate in advisor education programs — webinars, roundtables, and firm-level training sessions — as a Hargrove representative and relationship anchor
  • Follow up with advisors post-referral to ensure they remain engaged throughout their client's estate planning process
  • Alert advisors when their clients' plans are at risk of stalling and provide guidance on how to re-engage
  • Coordinate with the Client Success team on handoffs and ensure aligned communication between the advisor and the client-facing team
  • Flag advisor disengagement patterns before they impact plan completion rates

Apply for this job in 1 click

Skip the repetitive application forms

Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.

Sarah M.James T.Maya R.

Trusted by over 500,000 job seekers on Base Career

Start Free Today

More from this employer

More jobs at Hargrove Firm

Estate Planning Paralegal - Complex Drafting

, USA

Discovered 2 weeks agoFull-time

Legal Training & Quality Assurance Manager

, USA

Discovered 1 months agoFull-time

Advanced Estate Planning Attorney

, USA

Discovered 1 months agoFull-time

Advanced Markets / Private Placement Life Insurance (PPLI) Attorney

, USA

Discovered 2 months agoFull-time

Business Attorney

, USA

Discovered 2 months agoFull-time