Relationship Manager

Stratos Wealth Partners | Remote | Travel up to 50%

Stratos Wealth Partners is building a national platform for advisors who want to preserve their independence while gaining access to deeper resources, stronger technology, and broader investment capabilities. As Relationship Manager, you will be the primary point of connection for a regional portfolio of affiliated advisors and firms, helping them get the most from the platform and ensuring Stratos delivers on its commitments.

This is a role for someone who genuinely enjoys the business of advice. You will own the relationship end to end: understanding each advisor's growth ambitions, connecting them to the right capability at the right moment, clearing what gets in their way, and holding the enterprise accountable to the commitments it makes. You will work from a [hybrid base] in your region and travel up to 50 percent to be present where your advisors are.

• Serve as the primary relationship lead for an assigned regional portfolio of Stratos-affiliated advisors and firms, from day-to-day service coordination through long-term business planning.

• Build trusted relationships with advisors, principals, and key operating staff; learn their business models, economics, and priorities; and maintain a deliberate engagement cadence.

• Develop practical relationship plans that capture business objectives, goals, opportunities, risks, commitments, and next actions to drive organic growth and operational efficiency.

• Lead recurring business reviews that connect relationship goals to service performance, growth priorities, platform capabilities, and agreed measures of success.

• Monitor relationship health and early signals of retention risk, coordinate timely intervention, and elevate material concerns through established channels.

• Identify and pursue growth opportunities with your firms, including organic growth, asset consolidation, referral development, practice-management support, and expanded use of Stratos capabilities.

• Help advisors understand and adopt the platform, investment, custody, technology, and planning resources that genuinely fit their business model.

• Partner with sales and subject-matter experts to qualify opportunities, coordinate discovery, and maintain clear ownership through resolution or handoff.

• Drive adoption of Stratos’ Advisor Insights Platform, Stratos Investment Management’s offerings, and SEI’s custody and investment solutions.

• Carry advisor feedback and competitive insight back into Stratos so we sharpen what we build and how we serve.

• Act as the advisor's advocate and quarterback across service, operations, product, technology, compliance, investments, practice management, onboarding, and sales.

• Clarify ownership, timelines, dependencies, and communications for client requests and initiatives.

• Lead resolution of routine and moderately complex issues, and expedite regulatory, legal, reputational, contractual, or high-impact commercial matters promptly.

• Maintain accurate relationship plans, opportunities, meeting notes, action items, risk indicators, and reporting in our CRM and reporting tools.

• Work within applicable policies, procedures, licensing requirements, supervisory expectations, and documentation standards.

Performance in this role is evaluated across a balanced set of relationship, growth, and execution outcomes:

• Advisor and firm retention, satisfaction, and overall relationship health as measured by Net Promoter Score and direct affiliate feedback.

• Execution of relationship plans and business-review commitments.

• Organic growth, qualified referrals, and expansion opportunities…