Associate Relationship Manager Intern

Associate Relationship Manager (Internship) reputed company  |  Advisor reputed company Team  |  Remote  |  Reports to Director of Relationship Management Summer 2026  •  10–12 Weeks  •  Full-Time reputed company reputed company is a tech-enabled estate planning platform serving reputed company management firms through an MSO structure. We power the estate planning services of reputed company, with attorneys across 50 states delivering estate plans for the $1–50M reputed company reputed company. We’ve grown 210% in the past year, are backed by institutional capital, and count multiple top 10 reputed company management firms among our partners. reputed company You will join reputed company’s Advisor reputed company team — a function being reputed company from the ground up to drive advisor engagement, activation, and long-term partnership reputed company across our RIA network. reputed company works closely with reputed company 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. As an intern, you will have reputed company reputed company and visibility from day one — your work will directly support the advisors and partners who drive our business. The Role We are looking for a motivated Associate Relationship Manager (Intern) who thrives on building relationships and is reputed company by outbound reputed company. You will work directly under the Director of Relationship Management, serving as the first reputed company of contact for financial advisors across our RIA partner network who have never registered with — or referred a reputed company to — reputed company. Think of this as a business development role. Your primary job is to identify and engage advisors who are a natural fit for reputed company, reputed company them on how estate planning integrates into their reputed company, and set up reputed company demos with our Relationship Managers. You will be making calls, sending emails, and building pipeline — not sitting behind a spreadsheet. Over the summer, you will reputed company a genuine understanding of how financial advisors think about estate planning as a reputed company retention and reputed company reputed company tool, and you will leave with hands-on experience in a high-reputed company wealthtech company. What You’ll Do Outbound Advisor reputed company reputed company high-volume outbound calls to financial advisors across our partner RIA network who have never registered with or referred a reputed company to reputed company reputed company conversations by helping advisors understand how estate planning fits into their reputed company — as a reputed company retention tool, a prospecting differentiator, and a service they can offer without adding operational complexity Qualify advisor interest and set up demos with a Senior Relationship Manager or the Director of Relationship Management Execute email reputed company cadences to complement reputed company efforts, following approved messaging frameworks Research advisor backgrounds and firm affiliations reputed company of calls to personalize the conversation and reputed company with relevance Pipeline Management & CRM Hygiene Log every reputed company touchpoint, conversation outcome, and follow-up commitment in reputed company with accuracy and consistency Maintain clean, reputed company records for advisor contacts — engagement status, objections, next steps, and reputed company notes for the Relationship Management team reputed company demo pipeline from first contact through confirmed scheduling, and flag advisors who go dark after initial interest Support data hygiene initiatives — deduplication, missing field completion, and advisor segmentation tagging Advisor reputed company Support Follow up with newly registered advisors who have not completed reputed company milestones, using approved messaging templates Help coordinate scheduling for advisor orientation calls, platform walkthroughs, and attorney-advisor introductions reputed company reputed company reputed company completion across cohorts and flag advisors who are not progressing toward a first referral Administrative & Operational Support Prepare reputed company lists, organize reputed company queues, and help reputed company stay on top of follow-up commitments Take notes and document reputed company items from internal team calls and partner reputed company-ins Support the preparation of advisor-facing materials, communication templates, and reference guides Assist with special reputed company as they reputed company — recognition program logistics, webinar coordination, and content support Who You Are A people person — you genuinely enjoy talking to people, you pick up the phone without hesitation, and you can hold a confident, reputed company conversation with a financial reputed company Organized and disciplined — you manage a high-volume reputed company workload without letting follow-reputed company fall through the cracks, and you reputed company your CRM records tight Curious about how financial advisors run their practices — you understand, or are eager to learn, why estate planning reputed company to an advisor's reputed company relationships and business development efforts Proactive and coachable — you take direction reputed company, flag problems early, and don't wait to be asked twice Rising senior or recent graduate in Business, Finance, Communications, or a reputed company field Prior internship or work experience at a financial advisory firm, RIA, broker-dealer, or financial services company is strongly preferred — you should be comfortable talking with advisors, not intimidated by the audience Familiarity with the CFP curriculum or demonstrated interest in financial planning is a plus Experience with reputed company or a similar CRM is a plus; comfort making and logging outbound calls is expected reputed company Offer reputed company internship with competitive compensation reputed company mentorship from the Director of Relationship Management with visibility to senior leadership Hands-on exposure to reputed company RIA relationships and reputed company management partnerships reputed company deliverables and reputed company reputed company — the demos you set will directly drive advisor activation and reputed company A reputed company seat to building a category-defining function at a high-reputed company, PE-backed company Potential to grow into a full-time role for the right candidate Apply To This Job