Account Manager, RIA Partnerships

We are seeking a highly organized and proactive Account Manager to support and grow our RIA white-label platform. This individual will work closely with leadership to manage advisor relationships, coordinate onboarding, and ensure smooth operational delivery. This is a high-growth role with a clear path to leadership.

• RIA Relationship Support
• Serve as a key point of contact for RIA partners
• Maintain strong communication and ensure a high-quality experience
• Onboarding Coordination
• Coordinate onboarding of RIA firms and clients
• Track progress and ensure deadlines are met
• Operations Coordination
• Work with bill pay and accounting teams
• Monitor workload and flag capacity constraints
• Assist with proposals, pricing, and contracts
• Join sales calls over time
• Process Improvement
• Identify inefficiencies and improve workflows
• Leverage technology and AI tools

• 3–6 years of experience in account management, operations, or client success
• Experience in wealth management, RIA, or fintech preferred
• Strong organizational and communication skills

• Ownership mindset
• Detail-oriented and organized
• Calm under pressure
• Tech and AI curious
• Growth-oriented with leadership potential

The ideal candidate will be able to appropriately identify the needs of both new and current customers in order to aid customers in their success using our product. This will be done by developing an appropriate level of communication with clients and internal team members to better understand and mitigate any issues the customers may face.

• Work cross functionally within the company to communicate with all stakeholders in customers' success
• Create and maintain relationships with customers to better understand and achieve their needs
• Make visits to our customers to identify opportunities for growth within our platform
• Manage all reporting about the health of customers' accounts

• Articulate and well accustomed to a client facing role
• Willingness and ability to travel

Plumb is committed to going “Beyond the Numbers” for our clients. To do that, we need people who want to build something better—and who are comfortable evolving how work gets done as automation becomes part of the day-to-day.

• Incentive plan
• Health, Dental, and Vision coverage
• Ongoing development, feedback, and growth opportunities (we promote from within whenever possible)

• Base salary range: $75,000 – $95,000 with a significant bonus opportunity. Plumb is an equal opportunity employer.
• This role is part of the senior management team. Apply through the job posting, or email the President () or EVP () with a cover letter and resume. A thoughtful, detailed cover letter gets an interview—if you’re a fit, we want to hear from you.