Enterprise Relationship Management Associate

DPL Financial Partners•Louisville, KY

About The Position

DPL Financial Partners is seeking an internal Enterprise Relationship Management Associate to serve as the day-to-day execution partner to its Enterprise Relationship Managers. The Enterprise RMs cover national and enterprise RIA accounts, including home-office relationships, and lead new-logo growth in both channels. The Associate helps drive revenue and support those relationships through home-office education, onboarding, reporting, project coordination, and marketing support. The role combines account management, analytics, and project execution to help Enterprise RMs deepen home-office relationships, win new firms, and grow revenue across the enterprise channel. It supports strategic accounts across revenue growth, education and training, onboarding and integrations, due diligence, reporting, meeting coordination, and marketing content. Occasional travel is required for home-office meetings, training sessions, and conferences.

Requirements

2–4 years of experience in financial services, ideally within the RIA, wealth management, or annuity distribution space.
Background in client service, relationship support, onboarding, or sales support.
Proven ability to manage multiple projects and deadlines across internal teams.
Working knowledge of RIA business models and advisor workflows.
Strong proficiency in CRM systems such as Salesforce and Excel, including building reports and dashboards.
Comfort presenting and leading training sessions, both live and virtually.
Clear, polished business writing.
Bachelor's degree required.
FINRA Series 6/7 and 63, or ability to obtain.
Life & Health Insurance licenses, or ability to obtain.
Highly organized and detail-oriented, with strong follow-through.
Proactive and service-minded, anticipating the needs of RMs and home-office partners.
Clear communicator, comfortable with home-office leaders, their teams, and internal partners.
Team player who thrives in a fast-paced, collaborative environment.

Nice To Haves

Familiarity with annuities and retirement income solutions.
Finance, Business, Marketing, or a related field for the bachelor's degree.
Experience creating client-facing or marketing content.

Responsibilities

Partner with Enterprise RMs to support and grow strategic national and enterprise accounts and drive DPL sales and revenue.
Plan, coordinate, and attend DPL's presence at regional and national firm conferences.
Collaborate with internal teams and home-office partners to manage and strengthen enterprise relationships.
Help develop annual business plans for strategic accounts, including growth goals, stakeholders, and priority initiatives; track progress and flag risks or opportunities.
Educate home-office teams on DPL's platform capabilities, products, tools, and best practices.
Lead home-office training sessions, webinars, and walkthroughs, and create guides, FAQs, and quick-reference materials.
Drive firm-wide adoption of available resources and inform home-office teams about new features, product updates, and relevant industry developments.
Manage day-to-day onboarding tasks as RIAs roll out onto the platform and keep rollout work on schedule across operations, technology, service, and product teams.
Coordinate data feeds and integrations with firm systems, including portfolio management, reporting, CRM platforms, and single sign-on.
Partner with DPL Technology and firm operations teams to resolve data and connectivity issues.
Coordinate and complete RFPs, due diligence questionnaires, and product and platform approval packages.
Organize home-office due diligence meetings and onsite visits, including participation from DPL executives and product teams.
Maintain standard due diligence materials to support fast, accurate, and consistent responses.
Analyze asset, flow, revenue, and adoption metrics and build dashboards and materials for QBRs and executive meetings.
Keep CRM contact maps, account plans, opportunity pipelines, and activity notes current.
Research RIA news, acquisitions, advisor headcount, and competitor activity.
Prepare briefing notes, agendas, and presentation materials for RM and executive meetings, and ensure follow-up items are completed.
Help coordinate M&A transitions and system integrations, including timelines and status tracking.
Liaise between RIA home offices and DPL's internal marketing team, translating client needs into creative briefs and managing delivery through approval.
Identify RIA marketing priorities and content gaps, including advisor recruiting, client acquisition, thought leadership, and market-volatility communications.
Develop and customize client-facing content, including presentations, market commentary, product one-pagers, FAQs, email campaigns, social posts, and co-branded or white-labeled materials.
Coordinate co-marketing initiatives, webinars, conferences, and home-office education sessions from logistics through follow-up.