Associate Relationship Manager
About The Position
NetLaw is a tech-enabled estate planning platform serving wealth management firms through an MSO structure. We power the estate planning services of an affiliated law firm, Hargrove Firm, with attorneys across 50 states delivering estate plans for the $1–50M wealth segment. We've grown 210% in the past year, are backed by institutional capital, and count multiple top 10 wealth management firms among our partners. We are building the infrastructure to support the next phase of that growth — and the Advisor Success team is at the center of it. You will join NetLaw's Advisor Success team — a function being built from the ground up to drive advisor engagement, activation, and long-term partnership success across our RIA network. The team works closely with Hargrove Firm attorneys, our engineering and product teams, firm-level leadership at partner RIAs, and the individual financial advisors who refer clients to our platform every day. This is a small, high-ownership team in an early stage of its build. Every member plays a meaningful role in shaping how we work, what we build, and how we show up for our partners.
Requirements
- Bachelor's degree preferred, but equivalent experience will be considered
- 1–3 years of experience in inside sales, business development, customer success, client services, call center sales, or a similar outbound-facing role
- Comfortable making a high volume of outbound calls and follow-up contacts each day
- Strong verbal and written communication skills
- Confident speaking with professionals and building rapport quickly
- Organized and disciplined with follow-up activities
- Goal-oriented and motivated by measurable outcomes
- Comfortable learning new technology and navigating CRM systems
- Able to manage multiple conversations and priorities simultaneously
- Curious about financial services, wealth management, and estate planning
Nice To Haves
- Experience with HubSpot or a similar CRM platform
- Experience in SaaS, fintech, wealth management, insurance, banking, or financial services
- Background in business development, appointment setting, lead generation, or customer success
- Experience working in a metrics-driven environment with activity and conversion goals
Responsibilities
- Conduct high-volume outbound calls, emails, and follow-up outreach to advisors who have registered for the platform but are not actively using it
- Introduce advisors to the NetLaw platform and explain how it supports their clients' estate planning needs
- Schedule and coordinate advisor demonstrations with Relationship Managers, attorneys, or other team members as appropriate
- Execute structured outreach campaigns designed to increase advisor engagement and referral activity
- Maintain consistent follow-up with advisors who express interest but have not yet taken action
- Identify advisors who may be strong candidates for deeper engagement and escalate opportunities to senior team members
- Guide advisors through initial platform setup and account activation
- Help advisors understand the referral process and next steps for getting started
- Answer basic questions regarding platform functionality, referral workflows, and available resources
- Ensure advisors complete key onboarding milestones
- Monitor onboarding progress and proactively reach out when advisors become inactive or stalled
- Build positive, professional relationships with advisors through consistent communication
- Serve as a friendly and knowledgeable first point of contact for advisors beginning their NetLaw journey
- Gather feedback from advisors regarding their experience and communicate insights to the Relationship Management team
- Support advisor education initiatives, webinars, and training events through outreach and participation
- Maintain accurate records of advisor activity, outreach attempts, demo attendance, and engagement status in HubSpot
- Track outreach metrics, conversion rates, demo completion, and advisor activation progress
- Follow established activity and performance goals related to calls, conversations, demos scheduled, and advisor adoption
- Provide regular updates on outreach results and advisor feedback
Benefits
- Competitive base salary commensurate with experience
- Performance bonus tied to advisor activation and engagement metrics
- Health, dental, and vision benefits
- 401(k)
- Flexible PTO
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
