Senior Relationship Manager

**The Company** NetLaw is a tech\-enabled estate planning platform serving wealth management firms through an MSO structure. We power the estate planning services of an affiliated law firm, Hargrove Firm, with attorneys across 50 states delivering estate plans for the $1–50M wealth segment. We've grown 210% in the past year, are backed by institutional capital, and count multiple top 10 wealth management firms among our partners. We are building the infrastructure to support the next phase of that growth — and the Advisor Success team is at the center of it. **The Team** You will join NetLaw's Advisor Success team — a function being built from the ground up to drive advisor engagement, activation, and long\-term partnership success across our RIA network. The team works closely with Hargrove Firm attorneys, our engineering and product teams, firm\-level leadership at partner RIAs, and the individual financial advisors who refer clients to our platform every day. This is a small, high\-ownership team in an early stage of its build. Every member plays a meaningful role in shaping how we work, what we build, and how we show up for our partners. **The Role** We are looking for a Senior Relationship Manager who will serve as the named, dedicated point of contact for a defined portfolio of RIA partner firms and their advisor bases. You are not a support coordinator, you are a relationship owner and activation driver. Your job is to make sure every advisor in your portfolio feels confident, prepared, and genuinely supported in referring clients to NetLaw, and that their clients have exceptional outcomes when they do. You will own the advisor experience from onboarding through habitual usage — guiding new advisors through the process, equipping them with the tools and knowledge to refer well, and staying actively engaged to ensure momentum doesn't stall. You will also serve as the connective tissue between advisors, attorneys, and the broader internal team — surfacing patterns, resolving friction, and making the system smarter over time. This role operates within a framework and playbook set by the VP of Advisor Success and reports directly to the Director of Relationship Management. You are the boots on the ground — executing the activation model at the advisor and firm level with precision, consistency, and genuine relationship investment. Your day\-to\-day direction, coaching, and performance oversight come from the Director of Relationship Management, who owns the relationship management function and will be your closest working partner. **What You'll Do** **Advisor Onboarding** * Serve as the primary point of contact for newly registered advisors at your assigned partner firms * Conduct orientation calls to introduce advisors to the NetLaw platform, the three\-meeting estate planning process, and their role as a referring partner * Facilitate attorney\-advisor intro calls to establish relationships before a first client referral is made