Advisor Relationship Manager

About the role

Serve as the primary point of contact for financial advisors and RIA firms throughout their journey with SyntheticFi.
Lead advisor onboarding and guide new advisors through our products, processes, and platforms.
Help advisors evaluate client scenarios and understand how SyntheticFi’s solutions can support their clients’ financial goals.
Build long-term relationships that drive adoption, engagement, and retention.
Participate in client meetings, educational sessions, webinars, and other client-facing interactions as needed.
Collaborate with product, engineering, and operations teams to resolve issues and improve the overall product and customer experience.
Support testing and rollout of new products and operational workflows.
Identify opportunities to improve advisor usage and adoption, and build tools to improve internal efficiency.
Contribute to documentation, training materials, and scalable processes as the company grows.

Responsibilities

• Serve as the primary point of contact for financial advisors and RIA firms throughout their journey with SyntheticFi.
• Lead advisor onboarding and guide new advisors through our products, processes, and platforms.
• Help advisors evaluate client scenarios and understand how SyntheticFi’s solutions can support their clients’ financial goals.
• Build long-term relationships that drive adoption, engagement, and retention.
• Participate in client meetings, educational sessions, webinars, and other client-facing interactions as needed.
• Collaborate with product, engineering, and operations teams to resolve issues and improve the overall product and customer experience.
• Support testing and rollout of new products and operational workflows.
• Identify opportunities to improve advisor usage and adoption, and build tools to improve internal efficiency.
• Contribute to documentation, training materials, and scalable processes as the company grows.

Requirements

• 3-10 years of experience in Sales, Relationship Management, Account Management, Client Partnership, Advisor Consultant, Advisor Advocate, or a similar advisor-facing sales or relationship roles.
• Exceptional candidates with different levels of experience may also be considered.
• Experience working with the following firms serving financial advisors is required:
• AdvisorTech, WealthTech, other advisor solutions companies, or custodians;
• Asset Managers, ETF Issuers, wholesalers, or other financial product providers;
• Wealth management firms, as advisors.

Qualifications

• Strong interpersonal and communication skills with the ability to explain complex financial concepts clearly and build trusted relationships.
• Strong product and builder mindset, looking to iteratively improve and optimize products and processes, given advisor and client feedback.
• Analytical mindset with excellent problem-solving skills and attention to detail.
• Comfortable working cross-functionally in a fast-moving startup environment.
• Bachelor’s degree in Finance, Economics, Business, or a related field.
• FINRA Series 65 or Series 7 + Series 66. Candidates without appropriate licenses are expected to pass S65 within 1 month of joining SyntheticFi.

Skills

• Background in financial derivatives is a plus.
• Experience working with the team to formulate a personalized training plan and gain relevant exposure within 1 month of joining SyntheticFi.
• Experience coordinating complex systems and cross-functional initiatives is a plus.
• Experience working in a startup setting is a plus.

Benefits

• Full suite of benefits across 401K plans, Healthcare Insurance, Dental, Vision

Pay

Base Salary: $120,000 – $150,000
Commission: Uncapped; On-Target Earnings equal to approximately 40% of base salary.

Schedule

MUST be based in the United States.
Candidates located in the Pacific, Mountain, or Central time zones are strongly preferred to facilitate collaboration with the team and clients.