Senior Relationship Manager

Hargrove

12d•$80,000 - $100,000•Remote

About The Position

Hargrove Management Services Organization, Inc. is seeking a Senior Relationship Manager to own relationships with a defined portfolio of RIA partner firms and their advisors. The role is responsible for helping advisors feel confident and prepared to refer clients to Hargrove Management Services and for supporting strong client outcomes. The Relationship Manager owns the advisor experience from onboarding through habitual usage, including education, engagement, and follow-through. The role also connects advisors, attorneys, and internal teams by surfacing patterns, resolving friction, and improving the system over time. The position executes an activation framework and playbook established by Senior Leadership and reports directly to the Director of Relationship Management, who provides day-to-day direction, coaching, and performance oversight. Responsibilities include onboarding advisors to the NetLaw platform and estate planning process, monitoring advisor engagement, maintaining firm-level relationships, participating in education programs, and coordinating post-referral follow-up with the Client Success team.

Requirements

Bachelor's degree in Business, Finance, Communications, or a related field.
2–4 years of experience in relationship management, customer success, financial services, or another client-facing role.

Nice To Haves

Background in wealth management, RIA operations, wealthtech, financial services, or estate planning.

Responsibilities

Serve as the primary point of contact for newly registered advisors at assigned partner firms.
Conduct orientation calls introducing advisors to the NetLaw platform, the three-meeting estate planning process, and their role as referring partners.
Facilitate attorney-advisor introduction calls before the first client referral.
Guide advisors through the pre-referral client checklist and estate planning needs assessment reference guide.
Track onboarding milestones in HubSpot and proactively follow up with advisors who are not progressing toward their first referral.
Own advisor relationships from first referral through habitual usage across the assigned portfolio.
Monitor advisor engagement in HubSpot, identify dormant advisors, and conduct re-engagement outreach.
Answer advisor questions about estate planning, the referral process, and client situations.
Conduct monthly, agenda-driven touchpoints with firm-level contacts at assigned partner firms.
Represent Hargrove and serve as a relationship anchor in webinars, roundtables, and firm-level training sessions.
Follow up with advisors after referrals to keep them engaged throughout clients' estate planning processes.
Alert advisors when client plans are at risk of stalling and guide them on re-engagement.
Coordinate handoffs with the Client Success team and align communication between advisors and the client-facing team.
Identify and flag advisor disengagement patterns before they affect plan completion rates.
Surface relationship patterns, resolve friction, and help improve internal processes and systems.