Relationship Manager

You are experienced in client-facing organizations within the wealth management or financial services industry. You enjoy delivering an exceptional client experience and are motivated to help your clients succeed. You are business minded, thinking about how relationship management can be used to strategically drive growth and improve business outcomes. You are an operationally-minded problem solver who thinks strategically about client success; you are always eager to connect with clients to learn about their needs in order to resolve pain-points and drive growth. You are an excellent communicator, whether over the phone or in written communication, and you are extremely organized, conscientious and detail oriented. You always think of the client first.

You are excited to join a fast-paced fintech startup. You are extremely self-motivated, and excited by the prospect of joining a growing Relationship Management team. You have experience working closely with clients and/or sales teams, along with other parts of the organization to drive client success.

Flourish works 900+ RIAs, and we are now building out a team dedicated to helping these clients succeed post-sale. As Relationship Manager, you will be responsible for managing a book of clients, dedicated to their success, while simultaneously learning and developing best practices that can be applied across all of our clients.

You will personally work with a set of RIAs with the objective of increasing their usage and adoption of our growing list of product offerings. You will work in conjunction with our sales team to provide a white-glove experience to our clients post-sale. You will support your clients day-to-day needs, while developing a deep understanding of each firm and cultivating key contacts internally. You will work strategically on projects to improve the client experience both for your clients and across our entire book.

The Relationship Management team is a growing team within Flourish. We are in the unique position of serving as the voice of our clients internally, while working cross-functionally to influence our product and overall business directions. We prioritize clients above all else and always strive to provide them with an amazing experience.

• Personally manage a book of firms with the ultimate goal of increasing Flourish adoption. This will include 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 frame-work 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

• 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
• Due to the nature of this position, as part of the background check process, candidates must be able to pass a fingerprint background check to qualify as a fingerprinted person under FINRA. For roles requiring registration, additional regulatory screenings may apply, including a review of Form U5 disclosures and other relevant licensing information.

• 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

At Flourish, we focus on ensuring fair, equitable pay by providing competitive salaries, along with bonus and incentive opportunities and benefits for all employees.

Base Salary Range: $74,500 - $115,900 plus bonus