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.
Th...