Strategic Advocate - Relationship Manager

Strategic Advocate - Relationship Manager

New Edge Advisors is a rapidly growing, multi-custodian RIA built by advisors for advisors. We provide elite independent practices with flexible investment solutions, cutting‑edge technology, back‑office support, practice management, and a collaborative advisor community.

The Strategic Advocate acts as a strategic partner, trusted advisor, and internal champion for a territory of affiliated independent financial advisor teams. More than a relationship manager, this role is about proactively elevating the advisor experience—guiding business strategy, fostering community, and enabling access to the full value of the New Edge platform.

• Serve as the primary point of contact for a defined territory of advisor teams, cultivating strong, trust‑based relationships.
• Conduct regular in‑person and virtual check‑ins, including annual partnership reviews and strategic planning sessions.
• Help advisors acclimate to New Edge post‑transition and ensure continued engagement with available resources.
• Identify and recommend tools, programs, and initiatives that support advisor growth, efficiency, and client service.

• Collaborate with advisor leadership teams to co‑develop business plans and practice management strategies.
• Offer coaching on topics like growth planning, client segmentation, operational workflows, team structure, and technology utilization.
• Promote continuous learning, innovation, and leadership development across the advisor base.

• Serve as the voice of the advisor internally—escalating issues, surfacing feedback, and influencing improvements across the firm.
• Coordinate cross‑functional resources (custodial, compliance, operations, tech, etc.) to resolve complex advisor needs.
• Proactively identify patterns and opportunities for platform‑wide enhancements.

• Foster a culture of connection and idea‑sharing through territory‑based events, webinars, and peer forums.
• Support broader firm‑wide initiatives that promote collaboration, culture, and advisor‑to‑advisor learning.
• Encourage advisor participation in New Edge conferences and community experiences.

• Advisors feel genuinely supported, strategically enabled, and deeply connected to the New Edge ecosystem.
• High advisor satisfaction and engagement across your territory.
• Increased adoption of key programs, services, and technologies.
• Tangible advisor growth in AUM, revenue, client experience, and team efficiency.

• Bachelor’s degree.
• Three or more years of experience in the RIA, hybrid‑RIA, or broader wealth management industry.
• Familiarity with the needs of independent advisors and multi‑custodial platforms.
• Strong communication, presentation, and relationship‑building skills.
• Demonstrated ability to lead strategic conversations and influence outcomes.

• Previous experience in a territory management, relationship management, or advisor consulting role.
• Knowledge of tuck‑in, aggregator, or platform RIA models.
• Comfort with CRM tools (Salesforce preferred) and project management platforms.
• Ability to travel regularly for in‑person advisor visits and events.

Compensation will be comprised of a base salary and an opportunity to qualify for bonus(es) or commissions. Edge Co Holdings' benefit package includes health, dental, vision, short‑term disability, long‑term disability, life insurance, PTO and 401(k) match (after applicable waiting periods).

Edge Co Holdings, along with its subsidiaries, is an equal opportunity employer and does not unlawfully discriminate against employees or applicants for employment on the basis of an individual's race, color, religion, creed, sex, sexual orientation, national origin, age, disability, marital status, veteran status or any other status protected by applicable law.