Senior Relationship Management Partner

• Partner with internal teams and advisors to strengthen retention and demonstrate strategic value
• Identify retention risks and proactively build trust and credibility with financial professionals
• Escalate high-risk issues and trends through appropriate channels
• Leverage internal resources, subject matter experts, and cross-functional partners to resolve service and operational needs
• Act as an advocate for financial professionals to ensure timely issue resolution
• Coordinate cross-functional efforts to deliver seamless outcomes
• Monitor and document “at-risk” advisors and engagement activities within Salesforce
• Enhance the overall advisor experience by delivering tailored support, insights, and resources
• Partner with stakeholders to support implementation of firm initiatives and ensure seamless execution
• Stay informed on current and upcoming initiatives; identify opportunities for enhancement and provide actionable feedback
• Customize engagement strategies based on advisor needs, maximizing positive outcomes
• Build and maintain strong relationships across internal partners to drive an integrated advisor experience
• Support growth initiatives by connecting advisors with resources, insights, and strategic opportunities
• Analyze data to develop insights and recommendations that drive advisor growth
• Mentor team members by providing guidance, coaching, and knowledge-sharing opportunities to support professional growth and performance.
• Facilitate cross-training initiatives to enhance team versatility, ensure business continuity, and promote operational efficiency.
• Manage large and/or high-producing Financial Professional relationships by applying advanced expertise, independent judgment, and a higher-level service standard to drive exceptional client outcomes.

• Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree
• Minimum of high school diploma or equivalent is required
• Proven ability to manage and prioritize multiple tasks in a fast-paced, deadline-driven environment
• Strong analytical and problem-solving skills
• Demonstrated initiative with a proactive approach to driving tasks through to completion
• Excellent written and verbal communication skills, with the ability to present information clearly and effectively
• Highly organized with the ability to manage work across multiple systems and platforms
• Proficiency in Microsoft 365 (Outlook, Teams, Excel, PowerPoint, SharePoint)
• 3–5+ years of relevant industry experience (preferred)
• Experience with Salesforce and/or other Customer Relationship Management (CRM) systems
• Proven ability to build and maintain relationships with business partners and financial professionals
• Experience supporting initiatives related to advisor experience, retention, and growth.

Demonstrates strong analytical and problem-solving skills to enhance advisor experience and retention. Proficient in managing relationships with financial professionals and leveraging CRM systems to drive growth initiatives.

• Salesforce Proficiency
• Microsoft 365 Proficiency
• Analytical Skills
• Relationship Management
• Advisor Experience Support

• Data Analysis
• Task Prioritization
• Problem-Solving
• Proactive Initiative
• Client Outcome Management

• Excellent Communication
• Highly Organized
• Mentoring Coaching
• Cross-Training Facilitation

• Advisor Retention
• Financial Professionals
• Cross-Functional Collaboration
• Operational Efficiency
• Growth Initiatives

• Salesforce
• Microsoft Outlook
• Microsoft Teams
• Microsoft Excel
• Microsoft Power Point
• Microsoft Share Point