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Relationship Manager

July 8, 2025July 8, 2025

Relationship Manager

CompanyFlourish
LocationNew York, NY, USA
Salary$74500 – $115900
TypeFull-Time
DegreesBachelor’s
Experience LevelMid 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


TaggedBachelor'sCustomer SuccessFinance & Operations & StrategyFlourishMid LevelSales & Account ManagementSenior

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