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Associate Relationship Manager

Net Law Group LLC
Remote

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Job Details

Full-time
$50,000 - $60,000 a year
5 days ago

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Life insurance

Qualifications

Customer communication
Interpersonal skills
Business development experience
Bachelor's degree
Prospecting
Account management experience

Full Job Description

Associate Relationship Manager

NetLaw | Advisor Success Team | Remote | Reports to Director of Relationship Management

The Company

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.

The Team

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.

The Role

We are looking for an Associate relationship Manager to help drive advisor adoption and engagement across our growing network of RIA partners.

In this role, you will work with a portfolio of advisors who already have access to the NetLaw platform but may not have completed onboarding, attended a demo, or actively referred clients. Your primary responsibility is to connect with advisors through high-volume outbound outreach, educate them on the value of the platform, schedule demonstrations, and help move them toward active usage.

You will play a critical role in expanding advisor engagement by building relationships at scale, identifying opportunities for activation, and ensuring advisors have the information and support needed to confidently begin referring clients.

This role reports to the Director of Relationship Management and works closely with the broader Advisor Success, Client Success, and attorney teams. You will operate within established outreach strategies, activation campaigns, and onboarding processes while helping identify opportunities to improve advisor engagement over time.

What You'll DoAdvisor Outreach & Activation

Conduct high-volume outbound calls, emails, and follow-up outreach to advisors who have registered for the platform but are not actively using it
Introduce advisors to the NetLaw platform and explain how it supports their clients' estate planning needs
Schedule and coordinate advisor demonstrations with Relationship Managers, attorneys, or other team members as appropriate
Execute structured outreach campaigns designed to increase advisor engagement and referral activity
Maintain consistent follow-up with advisors who express interest but have not yet taken action
Identify advisors who may be strong candidates for deeper engagement and escalate opportunities to senior team members

Advisor Onboarding Support

Guide advisors through initial platform setup and account activation
Help advisors understand the referral process and next steps for getting started
Answer basic questions regarding platform functionality, referral workflows, and available resources
Ensure advisors complete key onboarding milestones
Monitor onboarding progress and proactively reach out when advisors become inactive or stalled

Relationship Development

Build positive, professional relationships with advisors through consistent communication
Serve as a friendly and knowledgeable first point of contact for advisors beginning their NetLaw journey
Gather feedback from advisors regarding their experience and communicate insights to the Relationship Management team
Support advisor education initiatives, webinars, and training events through outreach and participation

CRM & Performance Tracking

Maintain accurate records of advisor activity, outreach attempts, demo attendance, and engagement status in HubSpot
Track outreach metrics, conversion rates, demo completion, and advisor activation progress
Follow established activity and performance goals related to calls, conversations, demos scheduled, and advisor adoption
Provide regular updates on outreach results and advisor feedback

Success in This Role

Consistently engaging advisors through proactive outreach
Converting advisor conversations into scheduled demos and onboarding activities
Helping advisors move from registration to active platform usage
Maintaining accurate CRM data and follow-up discipline
Creating a positive first impression of the NetLaw experience

Who You Are

Bachelor's degree preferred, but equivalent experience will be considered
1–3 years of experience in inside sales, business development, customer success, client services, call center sales, or a similar outbound-facing role
Comfortable making a high volume of outbound calls and follow-up contacts each day
Strong verbal and written communication skills
Confident speaking with professionals and building rapport quickly
Organized and disciplined with follow-up activities
Goal-oriented and motivated by measurable outcomes
Comfortable learning new technology and navigating CRM systems
Able to manage multiple conversations and priorities simultaneously
Curious about financial services, wealth management, and estate planning

Preferred Qualifications

Experience with HubSpot or a similar CRM platform
Experience in SaaS, fintech, wealth management, insurance, banking, or financial services
Background in business development, appointment setting, lead generation, or customer success
Experience working in a metrics-driven environment with activity and conversion goals

Key Performance Indicators

Outbound calls completed
Advisor conversations conducted
Demos scheduled
Demo attendance rate
Advisor activation rate
First referral conversion rate
CRM data accuracy and follow-up compliance

What We Offer

Competitive base salary commensurate with experience
Performance bonus tied to advisor activation and engagement metrics
Health, dental, and vision benefits
401(k)
Flexible PTO
Fully remote
Direct mentorship from the Director of Relationship Management with 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

NetLaw is an equal opportunity employer. We are committed to building a diverse and inclusive team.

Pay: $50,000.00 - $60,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance

Work Location: Remote

Quick Apply

Refine Your Search

Associate Relationship Manager jobs

Associate Relationship Manager

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Banking Center Manager - Altus

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Retail Associate Manager, Verge Mobile, a T-Mobile Authorized Retailer - Goleta CA

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