What are the responsibilities and job description for the Wealth Management Advisor Success position at Coda Search│Staffing?
Coda is working with a hot start up in the Wealth Management space! This is a leading B2B platform that connects clients and advisors without a finding fee, for services such as investing, tax strategy, and retirement planning. The firm is backed by top banks and has a solid path for growth.
Responsibilities:
- Manage RIA onboarding from initial signup to the platform adoption
- Build long term partnerships with RIAs, advisors and external teams
- Advise on platform functions and capabilities
- Advise on areas of opportunity for growth within the platform
- Collect feedback and work with internal product and operations teams to improve the platform
- Visit advisory firms to drive and strengthen client relationships and platform adoption
Requirements:
- 2 years in advisor success, relationship management in wealth management, RIA firms, or FinTech
- Ability to work 5 days in office in Manhattan
- Understanding of the wealth management industry
Salary : $80,000 - $100,000
