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Remote Senior Relationship Manager for RIAs Estate Planning

Jobgether

New York, NY
  • Remote job

Jobgether seeks a Senior Relationship Manager based in the United States to own relationships with a portfolio of Registered Investment Advisor (RIA) partner firms and their financial advisors. The role drives engagement, referrals, and long‑term adoption of estate planning services in a fully remote environment. You will guide advisors from onboarding through ongoing referral activity, collaborating with attorneys, client success, and firm stakeholders to deliver a seamless estate planning #J-18808-Ljbffr Jobgether

Vacancy posted 3 days ago
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