Senior Relationship Manager

NetLaw

13d•Remote

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 in Business, Finance, Communications, or a related field
2–4 years of experience in relationship management, customer success, financial services, or a client-facing role
Strong interpersonal and communication skills — you build trust quickly, communicate clearly in writing and verbally, and are comfortable managing relationships over phone, Zoom, and email
Organized and detail oriented — you manage a portfolio of relationships simultaneously without things falling through the cracks
Proactive and ownership- oriented — you follow up without being asked, escalate issues before they become problems, and take pride in the outcomes of the advisors you support
Curious about financial planning and estate planning — you do not need to be an expert on day one, but you are motivated to develop a working knowledge of the space and how advisors think about it
Comfortable in a fast-moving, early-stage environment where processes are being built in real time and your observations shape how things improve

Nice To Haves

Background in wealth management, RIA operations, wealthtech, financial services or estate planning is a strong plus
Experience with HubSpot or a similar CRM is a plus

Responsibilities

Serve as the primary point of contact for newly registered advisors at your assigned partner firms
Conduct orientation calls to introduce advisors to the NetLaw platform, the three-meeting estate planning process, and their role as a referring partner
Facilitate attorney-advisor intro calls to establish relationships before a first client referral is made
Walk advisors through the pre-referral client checklist and estate planning needs assessment reference guide so they feel confident identifying and preparing clients
Track onboarding milestone completion in HubSpot and follow up proactively with advisors who are not progressing toward their first referral
Own advisor relationships from first referral through habitual usage across your assigned portfolio
Monitor advisor engagement in HubSpot — identifying dormant advisors early and executing re-engagement outreach before they go fully inactive
Serve as a knowledgeable, accessible resource for advisors with questions about estate planning, the referral process, or their clients' situations
Conduct monthly structured touchpoints with firm-level contacts at assigned partner firms — agenda-driven, not open-ended
Participate in advisor education programs — webinars, roundtables, and firm-level training sessions — as a NetLaw representative and relationship anchor
Follow up with advisors post-referral to ensure they remain engaged throughout their client's estate planning process
Alert advisors when their clients' plans are at risk of stalling and provide guidance on how to re-engage
Coordinate with the Client Success team on handoffs and ensure aligned communication between the advisor and the client-facing team
Flag advisor disengagement patterns before they impact plan completion rates
Surface patterns, friction points, and advisor feedback on a regular cadence
Maintain accurate, current records in HubSpot — referral activity, engagement tier, milestone completion, advisor notes, and firm-level context
Contribute to the ongoing refinement of onboarding processes, advisor education materials, and engagement sequences based on what you observe in the field
Support the VP of Advisor Success in building and improving the systems, playbooks, and content that make the function scalable