Relationship Management Partner 1

External

Advisorgroup · Scottsdale, AZ

$55K–$64K/yrFull-timeHybridToday

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About the role

The Relationship Management Partner is responsible for managing and strengthening relationships with financial professionals while collaborating closely with Osaic leadership, the Advisor Engagement team, Relationship Leaders, internal business partners, and external channels. This role plays a critical part in supporting both legacy (AG, SAI, Triad, AP, Osaic FA, Osaic FS, etc.) and current advisor populations by enhancing engagement, driving retention, and supporting growth initiatives. The Relationship Management Partner will also help shape the future of advisor service by modernizing the client experience and delivering an elevated, consistent standard of care. Education Requirements: Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.

Responsibilities

Advisor Retention

Partner with internal teams and advisors to strengthen retention and demonstrate strategic value.

Identify retention risks and proactively build trust and credibility with financial professionals

Escalate high-risk issues and trends through appropriate channels

Leverage internal resources, subject matter experts, and cross-functional partners to resolve service and operational needs

Act as an advocate for financial professionals to ensure timely issue resolution

Coordinate cross-functional efforts to deliver seamless outcomes

Monitor and document "at-risk" advisors and engagement activities within Salesforce

Advisor Experience

Enhance the overall advisor experience by delivering tailored support, insights, and resources.

Partner with stakeholders to support implementation of firm initiatives and ensure seamless execution

Stay informed on current and upcoming initiatives; identify opportunities for enhancement and provide actionable feedback

Customize engagement strategies based on advisor needs, maximizing positive outcomes

Serve as a liaison between leadership, Relationship Leaders, the Teams division, and advisors

Build and maintain strong relationships across internal partners to drive an integrated advisor experience

Advisor Growth

Support growth initiatives by connecting advisors with resources, insights, and strategic opportunities.

Partner with Relationship Leaders to support post-transition integration and ongoing strategic alignment

Analyze data to develop insights and recommendations that drive advisor growth

Collaborate with Osaic partners (e.g., Premier Trust, Highland Capital, Ladenburg Trust) to expand service offerings and increase market share

Promote awareness and utilization of Osaic's full suite of solutions to drive business growth

Basic Requirements:

Proven ability to manage and prioritize multiple tasks in a fast-paced, deadline-driven environment

Strong analytical and problem-solving skills

Demonstrated initiative with a proactive approach to driving tasks through to completion

Excellent written and verbal communication skills, with the ability to present information clearly and effectively

Highly organized with the ability to manage work across multiple systems and platforms

Proficiency in Microsoft 365 (Outlook, Teams, Excel, PowerPoint, SharePoint)

Preferred Requirements:

3-5+ years of relevant industry experience

Experience with Salesforce and/or other Customer Relationship Management (CRM) systems

Proven ability to build and maintain relationships with business partners and financial professionals

Experience supporting initiatives related to advisor experience, retention, and growth

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Relationship Management Partner 1

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