Client Relationship Manager - Wealth Management

We help financial advisors build highly profitable, low-drama practices using proven processes from our own 7-figure firms. Our Membership program gives advisors the tools, support, and accountability to implement meaningful improvements in their businesses.

We’re helping advisors take action, put proven strategies into practice, and achieve real results.

The Role:

Own advisor engagement, activation, and retention in our Membership

If you love building real relationships, obsess over whether members are actually using what they pay for, and are wired to take ownership of results, you’ll like this role.

You will be the face and owner of the Membership experience for our advisors. Your job is to make sure advisors engage with their membership every 30 days and stay long term.

As a member of our collaborative team, you will manage onboarding, proactive ongoing touchpoints, communications, and content, so advisors feel seen, supported, and successful in our ecosystem.

What You Will Own:

Member Onboarding & Activation

• Run onboarding and initial strategy calls with new advisor members, establishing strong relationships from the beginning.
• Make sure every new member understands how to use each component of their membership.
• Design and follow a clear activation path so members take the key actions that correlate with staying longer.

Ongoing Engagement & Accountability

• Conduct quarterly accountability checkpoints to discuss progress, identify challenges, and encourage continued implementation.
• Proactively connect with members who have become inactive or may be at risk of disengaging and run retention calls.
• Participate in the Member Forum and live / virtual events as a Membership representative.

Member Communications & Content

• Plan and deliver member communications around events, new content, and key milestones.
• Coordinate creation and upload of new content to the member site.
• Own the annual member calendar so delivery feels consistent and choreographed.
• Monitor member engagement and retention metrics; flag risk early and act.
• Loop in Sales to support renewals, retention efforts, and membership upgrades.
• Propose improvements to the member journey that increase usage, satisfaction, and retention.

Operations & Reporting

• Document activity in CRM.
• Keep weekly project tasks on track; upscale issues early.
• Maintain the Membership scorecard and update metrics before team meetings.
• Contribute to quarterly and annual reporting on engagement and retention.

What You Will Bring:

• Experience in the financial services industry.
• Clear, confident communication skills and follow-through.
• Comfortable taking the lead on projects and calls.
• Proactive and able to move tasks forward with minimal direction.
• Experience with client engagement, initiating conversations, and relationship building.
• Natural ability to build rapport.
• Comfort with organized systems, checklists, and keeping a lot of moving parts on track.

What We Offer:

• Annual base compensation of $80,000-$100,000 based on qualifications and experience
• Annual bonus opportunity
• Fully remote within US time zones
• Highly flexible work schedule
• Paid time off
• 401k

How Success Is Measured:

• Members have a meaningful interaction with our firm at least once every 30 days.
• Member retention is 75% or better.
• All forum questions receive a timely, helpful response.
• Project tasks related to Membership are completed on or before their due dates.