About the role
Our advisor network is the heart of the business. This role owns those relationships: bringing new advisory firms onto the platform, getting them productive quickly, and growing the partnership over time.
You will spend your days talking to experienced financial professionals, so credibility matters. You will also work closely with product and marketing, feeding back what advisors actually need.
What you will do
- Own a book of advisory firm relationships from first call through renewal
- Run onboarding so new advisors see value within their first 30 days
- Hold quarterly business reviews and identify expansion opportunities
- Keep CRM records accurate and forecast the pipeline honestly
- Bring structured advisor feedback back to product and marketing
- Represent the company at industry events and conferences
What we are looking for
- 3+ years in account management, partnerships or B2B sales
- Background in financial services, wealth management or insurance strongly preferred
- Exceptional verbal and written communication
- Experience with Salesforce, HubSpot or a comparable CRM
- Self-directed — you build your own week without being managed closely
- Willingness to travel occasionally within the US
Benefits & perks
- Comprehensive health, dental and vision insurance for you and your dependents
- Annual learning budget for courses, books and conferences
- Flexible working hours and a genuine remote-first culture
- Generous paid time off plus company-wide recharge weeks
- Home-office setup allowance and an annual hardware refresh
- Quarterly team offsites and a yearly company retreat
Skills
- Account Management
- CRM
- Financial Services
- Negotiation
- Onboarding
Apply for this position
Fill in the form below and attach your resume. It only takes a couple of minutes.