Skip to content
Relationship Manager
| Company | Flourish |
|---|
| Location | New York, NY, USA |
|---|
| Salary | $74500 – $115900 |
|---|
| Type | Full-Time |
|---|
| Degrees | Bachelor’s |
|---|
| Experience Level | Mid Level, Senior |
|---|
Requirements
- Bachelor’s degree
- 4+ years of related client-facing experience across functions such as relationship management, client success/support, technical account management, sales/sales support
- Series 7 or willingness to obtain a Series 7 within the first 90 days of employment
- Series 63 or willingness to obtain a Series 63 within the first 120 days of employment
- Candidates must be able to pass a fingerprint background check to qualify as a fingerprinted person under FINRA.
Responsibilities
- Personally manage a book of firms with the ultimate goal of increasing Flourish adoption, including managing onboarding and implementation, integrations, documentation, phone and email based service, and regular check-ins/updates/QBRs
- Host platform overviews and trainings with advisors – both individual advisors and groups
- Engage in outreach to advisors & firms in your book of business to drive usage and adoption of Flourish
- Address questions and find solutions as they arise day-to-day, combining both quick solutions as well as laying the framework for longer term process improvements
- Look for expansion opportunities within the client base, from increased usage of current products to cross-sell opportunities in conjunction with sales
- Become an expert on our product to serve as an educational resource for our clients
- Closely partner with our Sales team, working strategically to drive client growth
- Partner with the Marketing team on client email communication strategies, training webinars, collateral and more
- Partner with the Product and Design organization on collecting and sharing client feedback, providing feedback on new products and features, and assisting in rollout of new features to existing clients
- Willingness to travel to client offices and conferences
Preferred Qualifications
- Background in financial services generally, experience working within the wealth management industry is highly preferred
- Experience either as a financial advisor or supporting RIAs is highly preferred
- Experience working as part of a fast-moving team. Excited by change and comfortable with finding new solutions
- Strong organizational skills
- Highly comfortable with technology, both personally and professionally
- Excellent written and verbal communications, both internally and externally, and comfort discussing financial terminology and concepts
- Strong problem solver and creative thinker
- High level of energy and positivity
- Self-starter mentality
