Quality estate planning, intelligently delivered.
Senior Relationship Manager
Location
Kentucky
Posted
42 days ago
Salary
$75K - $85K / year
Seniority
Senior
Job Description
Senior Relationship Manager
NetLaw
• 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
Job 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
- Background in wealth management, RIA operations, wealthtech, financial services or estate planning is a strong plus
- 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
- Experience with HubSpot or a similar CRM is a plus
Benefits
- Health, dental, and vision benefits
- 401(k)
- Flexible PTO
- Direct mentorship from the Director of Relationship Management
- Visibility to senior leadership and key RIA partner contacts from day one
- A front-row seat to building a category-defining function at a high-growth, PE-backed company during one of its most consequential growth phases
Related Guides
Related Job Pages
More Account Manager Jobs
• Build and activate OEM Go to Market strategy • Develop and influence top-down relationships with executive leadership at key partners • Partner across Samsara to develop a mutual Samsara/OEM value prop • Build and manage a high-performing team of Partner Account Managers
Dispatcher – Home Services (HVAC, Plumbing, Electrical)
OurAssistantsAt OurAssistants, we specialize in connecting U.S.-based property management, HOA, and businesses across various industries with highly skilled virtual professionals. We support a wide range of sectors—including logistics, real estate, customer service, and administrative operations—by providing reliable talent that drives efficiency and growth. Our focus is on delivering operational excellence while fostering a collaborative and growth-driven remote work environment for our team. Learn more at ourassistants.com.
Location: Work from Home Type of Employment: Full-time Work Shift: US Business Hours (may include weekends depending on operations) About Us At OurAssistants, we connect U.S.-based home service companies with highly skilled virtual professionals. We support HVAC, plumbing, and electrical businesses by providing reliable operational talent that helps streamline scheduling, improve customer experience, and maximize daily productivity. Learn more at ourassistants.com. About the Role We are seeking a proactive and highly organized Dispatcher to manage technician schedules and ensure efficient service delivery across electrical, plumbing, and HVAC operations. This role is critical in maximizing daily revenue by optimizing job assignments, maintaining a full call board, and ensuring technicians are matched with the right jobs. The ideal candidate thrives in a fast-paced environment, communicates effectively with both technicians and customers, and takes ownership of daily operations. Key Responsibilities Scheduling & Dispatch Coordination - Manage and dispatch technicians throughout the day based on priority, location, and skill set. - Optimize schedules to maximize job completion and daily revenue targets. - Ensure all jobs are properly set up with complete and accurate details. Technician & Team Coordination - Maintain strong communication with technicians to ensure smooth job execution. - Build positive working relationships while providing clear instructions and updates. - Monitor job progress and adjust schedules as needed. Customer Communication & Experience - Provide updates to customers regarding schedules, delays, or changes. - Handle rescheduling, follow-ups, and post-service “happy calls.” - Address escalations professionally and ensure resolution. Operational Support & Quality Control - Coordinate with logistics to confirm materials, permits, and manpower availability. - Ensure accuracy of job details for proper reporting and scheduling. - Work closely with CSR teams to prioritize urgent or high-value jobs. Performance & Workflow Management - Maintain a full call board by scheduling leads and performing outbound calls when needed. - Track daily performance metrics such as job count, priority jobs, and revenue targets. - Ensure all follow-ups and pending tasks are completed by end of day. Qualifications & Requirements - Minimum 1+ year of experience in dispatching, scheduling, or customer service. - Experience in HVAC, plumbing, electrical, or home services industry is preferred. - Strong verbal and written communication skills. - Ability to multitask in a fast-paced, high-volume environment. - Strong problem-solving and decision-making skills. - Typing speed of 50+ WPM with strong system navigation skills. - Proficiency in Microsoft Office (Word, Outlook) and CRM systems. - Detail-oriented with excellent follow-through and prioritization abilities. - Ability to remain calm, professional, and solution-focused under pressure. Additional Requirements - Must be currently residing in the Philippines or Latin America. - Must have a stable internet connection and a remote-ready workstation. Compensation and Benefits - Competitive salary based on experience - Permanent remote work setup - Training and development opportunities - Fast-paced and team-oriented work environment
Head of Payments & Player Liquidity Location: Remote Contract: B2B / Flexible (via Deel or equivalent) Salary: High base + bonus + benefits The Opportunity We are seeking a Head of Payments & Player Liquidity to oversee financial flows across agent-led iGaming ecosystems. This role is critical in managing player bankroll structures, agent settlements, and multi-layered payment flows across international markets. Key Responsibilities · Manage and optimise payment flows across agents and player networks · Oversee bankroll allocation and reconciliation processes · Work closely with agents who manage player funds and settlements · Ensure efficient and secure handling of funds across multiple jurisdictions · Monitor risk, compliance exposure, and operational integrity · Build scalable processes for high-volume transaction environments What We’re Looking For · Experience managing payments in iGaming, poker clubs, or similar ecosystems · Strong understanding of agent-based financial models · Comfortable operating in grey or complex regulatory environments · Experience with high-volume transactions and international flows · Highly detail-oriented with strong commercial awareness Package & Benefits · Competitive base salary · Performance-driven bonus structure · Full flexibility and remote working · Additional benefits disclosed during process
• Lead distributor business planning across your territory to ensure alignment with MOOD’s priorities, sales goals, and market opportunities. • Own distributor performance, with accountability for volume growth, in-store execution, and market share across key channels including liquor stores, convenience, and other strategic retail accounts. • Build and maintain strong relationships with distributor leadership, field reps, and key cross-functional stakeholders. • Conduct regular business reviews, planning meetings, and market visits to assess performance, identify gaps, and develop action plans. • Analyze market, customer, and distributor performance data to generate insights and support in-market tactics. • Drive execution of pricing, promotions, trade programs, incentives, and retail initiatives with a strong understanding of ROI and long-term account health. • Manage point-of-sale materials and retail assets to support timely, effective in-store execution. • Train and influence distributor sales teams so they can confidently sell, position, and support the MOOD portfolio in market. • Support the rollout of regional and national key account programs by ensuring distributor alignment and strong execution at store level. • Partner closely with Key Account Managers and internal teams to align on priorities, solve market issues, and maximize retail opportunities. • Bring MOOD’s retail marketing mix to life by leveraging distributor sales teams, local activations, and available brand assets. • Ensure distributor teams understand and consistently execute MOOD’s brand standards, merchandising expectations, pricing strategy, and retail priorities.


