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

The Company reputed company is a tech-enabled estate planning platform serving wealth 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 wealth reputed company. We’ve grown 210% in the past year, are backed by institutional capital, and count multiple top 10 wealth management firms among our partners. The Team 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. The team 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 impact 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 energized 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 client 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 practice, 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 client retention and practice growth tool, and you will leave with hands-on experience in a high-growth 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 client to reputed company reputed company conversations by helping advisors understand how estate planning fits into their practice — as a client 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 call 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 Track 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 Track reputed company milestone completion across cohorts and flag advisors who are not progressing toward a first referral Administrative & Operational Support Prepare call lists, organize reputed company queues, and help the team stay on top of follow-up commitments Take notes and document action 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 projects as they arise — 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 professional 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 client relationships and business development efforts Proactive and coachable — you take direction well, 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 Paid internship with competitive compensation Direct mentorship from the Director of Relationship Management with visibility to senior leadership Hands-on exposure to reputed company RIA relationships and wealth management partnerships reputed company deliverables and reputed company impact — the demos you set will directly drive advisor activation and reputed company A reputed company-row seat to building a category-defining function at a high-growth, PE-backed company Potential to grow into a full-time role for the right candidate Apply To This Job