Remote Relationship Manager Jobs
Remote Relationship Manager jobs are in active demand across the U.S., with remote-first firms and distributed financial services, SaaS, and insurance teams consistently hiring for this role. Employers actively hiring right now include Huntington Bank, Fidelity Investments, and City National Bank. See the openings below and apply to the ones that match your experience.
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The Company
Hargrove Management Services Organization, Inc is a leading national law firm support company dedicated to collaborating with Hargrove Firm, a highly esteemed estate and tax planning firm based in Louisville, Kentucky. Together, we strive to make a difference in the lives of our clients by offering top-notch, efficient support to our team of exceptional lawyers. We are committed to delivering excellence in every aspect of our work.
The Team
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 Hargrove Management Services, and that their clients have exceptional outcomes when they do.
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 Senior Leadership 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
**This is not a passive account management role. You must be sales minded, quota driven, and relentless**
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
- Walk advisors through the pre-referral client checklist and estate planning needs assessment reference guide so they feel confident identifying and preparing clients
- Track onboarding milestone completion in HubSpot and follow up proactively with advisors who are not progressing toward their first referral
Advisor Activation and Engagement
- Own advisor relationships from first referral through habitual usage across your assigned portfolio
- Monitor advisor engagement in HubSpot — identifying dormant advisors early and executing re-engagement outreach before they go fully inactive
- Serve as a knowledgeable, accessible resource for advisors with questions about estate planning, the referral process, or their clients' situations
- Conduct monthly structured touchpoints with firm-level contacts at assigned partner firms — agenda-driven, not open-ended
- Participate in advisor education programs — webinars, roundtables, and firm-level training sessions — as a Hargrove representative and relationship anchor
Post-Referral Advisor Accountability
- Follow up with advisors post-referral to ensure they remain engaged throughout their client's estate planning process
- Alert advisors when their clients' plans are at risk of stalling and provide guidance on how to re-engage
- Coordinate with the Client Success team on handoffs and ensure aligned communication between the advisor and the client-facing team
- Flag advisor disengagement patterns before they impact plan completion rates
Qualifications
- Bachelor's degree in Business, Finance, Communications, or a related field
- 2–4 years of experience in relationship management, customer success, financial services, or a client-facing role
- Background in wealth management, RIA operations, wealthtech, financial services or estate planning is a strong plus
Required Skills
- Strong interpersonal and communication skills — you build trust quickly, communicate clearly in writing and verbally, and are comfortable managing relationships over phone, Zoom, and email
- Organized and detail oriented — you manage a portfolio of relationships simultaneously without things falling through the cracks
- Proactive and ownership- oriented — you follow up without being asked, escalate issues before they become problems, and take pride in the outcomes of the advisors you support
- Curious about financial planning and estate planning — you do not need to be an expert on day one, but you are motivated to develop a working knowledge of the space and how advisors think about it
- Comfortable in a fast-moving, early-stage environment where processes are being built in real time and your observations shape how things improve
- Experience with HubSpot or a similar CRM is a plus
What We Offer
- Competitive base salary commensurate with experience
- Performance bonus tied to advisor activation and engagement metrics; OTE 30% of base
- Health, dental, and vision benefits
- 401(k)
- Flexible PTO
- Fully remote
- Direct mentorship from the Director of Relationship Management with visibility to senior leadership and key RIA partner contacts from day one
- A front-row seat to building a category-defining function at a high-growth, PE-backed company during one of its most consequential growth phases
Hargrove MSO is an equal opportunity employer. We are committed to building a diverse and inclusive team.
Pay: $80,000.00 - $95,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
Work Location: Remote
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Find JobsRemote Relationship Manager Job Market
Who's Hiring
- Huntington Bank31
- Fidelity Investments21
- City National Bank12
- Summit Ag11
- Farther7
Top Industries Hiring
- Banking & Financial Services
- Technology & Software
- Consulting & Professional Services
- Insurance
- Investment & Asset Management
What Employers Look For
The qualifications that appear most often in remote relationship manager jobs.
- Bachelor's degree in finance, business, or a related field
- Demonstrated experience managing a portfolio of client accounts
- Strong knowledge of financial products, lending, or wealth management services
- Proficiency with CRM platforms such as Salesforce or Dynamics
- Excellent verbal and written communication and negotiation skills
- Series 7, Series 66, or other relevant FINRA licensing preferred
Tips for Your Remote Relationship Manager Job Search
Prove your remote client work upfront
Add a short async communication sample or client-facing writing example to your application materials. Remote hiring managers want evidence you can build trust over email and video, not just in a conference room.
Apply early to remote roles that fit
Migrate Mate lists remote relationship manager openings from across the U.S. in one place, so you can find roles that match your background and apply directly without sorting through unrelated listings.
Highlight CRM results in your resume
Name the CRM tools you have used, Salesforce, HubSpot, or others, and attach a number to your work: retention rate, portfolio size, or renewal volume. Remote employers cannot observe your process, so outcomes become your proof of competence.
Signal self-direction in every interview answer
Remote relationship manager interviews test whether you can prioritize accounts, flag issues early, and move without being asked. Structure your answers around situations where you identified a client risk or opportunity on your own and acted without waiting for direction.
Remote Relationship Manager Jobs: Frequently Asked Questions
How do I get a remote relationship manager job?
Target companies that already run distributed client-facing teams, such as remote-first fintech firms, SaaS businesses, and digital insurance carriers. Remote employers screen heavily for written communication, CRM proficiency, and self-directed follow-through because there is no manager watching daily activity. Candidates who can show a history of hitting retention or growth goals independently stand out more than those who rely on in-office cues to stay on task.
Which companies hire remote relationship managers?
Employers currently hiring remote relationship managers include Huntington Bank, Fidelity Investments, and City National Bank, per current remote listings on Migrate Mate as of November 2026. Remote-first firms and distributed teams in financial services, SaaS, and insurance account for the largest share of these openings.
Can you get a remote relationship manager job with no experience?
Yes, but remote entry-level roles are harder to land because employers expect you to manage client relationships independently from day one, with no in-office coaching. Companies most open to junior remote hires include SaaS startups and digital financial platforms. Showing strong written communication samples, CRM familiarity, and any client-facing work, even from retail or internships, opens the door.
Do you need a degree for remote relationship manager jobs?
Not always. Many remote employers weigh demonstrated client management results, CRM platform experience, and communication ability over a specific degree. Financial services roles are more likely to ask for a bachelor's degree, while SaaS and tech companies frequently hire candidates who can show measurable retention or upsell outcomes regardless of educational background.
Which industries hire the most remote relationship managers?
Remote relationship manager roles concentrate in Banking & Financial Services, Technology & Software, and Consulting & Professional Services, based on current remote listings on Migrate Mate as of November 2026. These sectors rely on distributed client-facing teams because their customers and portfolios are geographically spread, making remote relationship management a natural fit.
See All 195+ Remote Relationship Manager Jobs
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