Relationship Manager

Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role We are building an elite team, applying frontier technologies to the world’s biggest financial problems. We’re looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. the company isn’t a place for complacency, it’s where ambitious people do the best work of their careers. We’re a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. The Advisor Services team’s mission is to serve as an advocate for the firms that work on our platform; we advocate to support their business and their clients, to be a solution seeker and problem solver, and to meet our advisors where they need us most. As a Relationship Manager, you will provide exceptional, detailed service to our firms through an overall understanding of their business and being a point of contact for a myriad of complex requests. Your dedicated service and support have a direct impact on the firm’s growth on our platform, which ultimately lead to an increase in net deposits to the company. This role is based in our Clearwater, FL and Westlake, TX office, with in-person attendance expected at least 3 days per week. At the company, we believe in the power of in-person work to accelerate progress, spark innovation, and strengthen community. Our office experience is intentional, energizing, and designed to fully support high-performing teams. What you’ll do Broad understanding of each Advisor relationship they oversee, including the firm’s structure, key decision makers, technology stack, client demographics, among others. Educate our Advisors on platform changes and our upcoming roadmap; help Advisors find the most efficient and effective ways for doing business with our platform. Leverage internal technology solutions, such as our CRM, to uncover signals or trends with your firms, and translate those signals into actionable feedback or education areas. Regularly meet with firms either virtually or in person in an effort to deepen the relationship, educate the firm on our platform and what’s coming, and increase firm loyalty. Be an advocate internally for the firms you work with. Escalate issues to the appropriate stakeholders internally, and influence change for overall platform enhancements based on their needs. What you bring Demonstrate a high understanding of the RIA industry, and specifically the TradePMR by the company platform, features, tools, and products Heart to serve with a passion for problem solving and helping others with finding solutions to complex requests Curious learner that is motivated to learn more about their role, their clients, and our platform Willingness to take on new responsibilities with an execution mentality to ensure a seamless experience for our Advisors 5+ Years of customer service and related industry experience; SIE required, Series 7 preferred What we offer Challenging, high-impact work to grow your career. Performance-driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching. Best-in-class benefits to fuel your work, including 100% paid health insurance for employees with 90% coverage for dependents. Lifestyle wallet — a highly flexible benefits spending account for wellness, learning, and more. Employer-paid life & disability insurance, fertility benefits, and mental health benefits. Time off to recharge including company holidays, paid time off, sick time, parental leave, and more! Exceptional office experience with catered meals, events, and comfortable workspaces. In addition to the base pay range listed below, this role is also eligible for bonus opportunities + equity + benefits. Base pay for the successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected base pay range for this role is based on the location where the work will be performed and is aligned to one of 3 compensation zones. For other locations not listed, compensation can be discussed with your recruiter during the interview process. Base Pay Range: Zone 1 (Menlo Park, CA; New York, NY; Bellevue, WA; Washington, DC) $85,000—$100,000 USD Zone 2 (Denver, CO; Westlake, TX; Chicago, IL) $75,000—$88,000 USD Zone 3 (Lake Mary, FL; Clearwater, FL; Gainesville, FL) $66,000—$78,000 USD Click here to learn more about our Total Rewards, which vary by region and entity. If our mission energizes you and you’re ready to build the future of finance, we look forward to seeing your application. AI Usage Disclosure the company uses artificial intelligence (AI) tools to support parts of our recruiting process. These tools enhance the efficiency and consistency of our hiring process; however, all hiring decisions are made by our hiring teams. the company provides equal opportunity for all applicants, offers reasonable accommodations upon request, and complies with applicable equal employment and privacy laws. Inclusion is built into how we hire and work—welcoming different backgrounds, perspectives, and experiences so everyone can do their best. Please review thePrivacy Policy for your country of application. #J-18808-Ljbffr