Relationship Manager (Remote, USA)

June 24, 2022

Location:  Remote

About NewEdge Advisors:

NewEdge Advisors is a rapidly growing multi-custody (LPL, Fidelity, Schwab, Raymond James) partnership RIA built by advisors for advisors to give elite independent advisory practices a better way to serve clients. The NewEdge platform provides advisors with access to various capabilities and resources, including an ultra-flexible investment platform, technology, custom design & marketing, back-office support, HR, and more. For more information about NewEdge Advisors (formerly Goss Advisors), please visit www.newedgeadvisors.com.

Relationship Manager Job Summary

The Relationship Manager is responsible for managing a territory of affiliated independent financial advisor teams. In the role, the relationship manager with be tasked with driving advisor engagement and adoption, acting as an advocate for advisor teams covered in your territory, and helping build community across the network.

We seek someone with vast experience in the RIA or hybrid-RIA space, high-level knowledge of the wealth management industry and custodians, and experience previously working with financial advisors in a similar capacity. Preferably, the candidate has formerly managed a territory and visited advisor offices. Additionally, this role will require strong communication and relationship-building skills, the ability to work in a fast-paced environment, and being highly organized.

 

Responsibilities

Advisor Engagement

Support advisors on strategic business or practice management needs
Consult with advisors on all our value-add programs, services, and solutions to drive engagement and adoption
Help newly transitioned teams navigate and acclimate to the firm
Travel in territory offices to visit with the advisor teams in your territory
Perform annual partnership reviews with the advisor teams in your territory

 

Advisor Advocacy

Manage the overall relationship between the firm and affiliated advisor teams
Act as an advocate and point of escalation for advisor teams both internally and at the custodians
Quarterback complex requests or projects on behalf of advisors in your territory
Seek opportunities to enhance the advisor experience by capturing feedback, identifying opportunities, and overseeing improvements

 

Advisor Community

Facilitate in-territory group events with advisors
Host topic-driven webinars to drive peer-to-peer collaboration and idea-sharing
Take part in additional community-building events and conferences at the firm level