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 Enterprise Relationship Managers (RMs). Enterprise RMs cover national and enterprise RIA accounts, including home-office relationships, and lead new-logo growth in both channels. The Associate supports revenue growth and relationship management through home-office education, onboarding, reporting, project coordination, and marketing support. The role combines account management, analytics, and project execution to help deepen home-office relationships, win new firms, and grow revenue across the enterprise channel. The Associate partners with Enterprise RMs to support strategic accounts, plan and attend firm conferences, develop account plans, and track growth opportunities. The role educates home-office teams about DPL’s platform and products, leads training sessions, and creates resources that promote firm-wide adoption. Responsibilities also include coordinating RIA onboarding and rollouts, data feeds and integrations, resolving data and connectivity issues, completing due diligence materials, and organizing home-office reviews. The position maintains account data and documentation, analyzes metrics, prepares QBR and executive materials, researches RIA and competitor activity, and coordinates meetings and projects. It also serves as a liaison between RIA home offices and DPL’s marketing team, developing and customizing client-facing materials and coordinating co-marketing initiatives. Occasional travel is required to support meetings, training sessions, and conferences.

Requirements

2–4 years of experience in financial services.
Experience in client service, relationship support, onboarding, or sales support.
Ability to manage multiple projects and deadlines across internal teams.
Working knowledge of RIA business models and advisor workflows.
Strong proficiency with CRM software, 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 licenses, or ability to obtain them.
Life & Health Insurance licenses, or ability to obtain them.
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 working with home-office leaders, their teams, and internal partners.
Team player who thrives in a fast-paced, collaborative environment.
Occasional travel to support home-office meetings, training sessions, and conferences.

Nice To Haves

Experience in the RIA, wealth management, or annuity distribution space.
Finance, Business, Marketing, or related field preferred for the bachelor’s degree.
Familiarity with annuities and retirement income solutions.
Experience creating client-facing or marketing content.

Responsibilities

Partner with Enterprise RMs to drive sales and revenue across strategic national and enterprise accounts.
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 Enterprise RMs build annual business plans for strategic accounts, including growth goals, key stakeholders, and priority initiatives.
Track progress against account plans and flag accounts that are behind plan or showing new opportunities.
Educate home-office investment, platform, operations, and practice-management teams on DPL’s platform capabilities, products, tools, and best practices.
Lead home-office training sessions, webinars, and walkthroughs; create guides, FAQs, and quick-reference materials.
Drive firm-wide adoption of available resources and keep home-office teams informed 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, and CRM platforms, as well as 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 each RIA’s 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.