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Описание вакансии
Текст:
TL;DR
Relationship Manager (Fintech): Supporting registered investment advisor firms on Robinhood’s platform by providing detailed service, educating advisors, and resolving complex platform requests with an accent on relationship management, CRM-driven insights, and financial services expertise. Focus on translating firm needs into actionable feedback, escalating issues internally, and strengthening advisor loyalty and platform growth.
Location: Clearwater, FL, or Westlake, TX; in-person attendance is expected at least 3 days per week.
Base pay: $66,000–$100,000 USD annually depending on compensation zone and location, plus bonus opportunities, equity, and benefits.
Company
Robinhood builds financial products and platforms designed to democratize finance and expand access to investing.
What you will do
- Manage relationships with advisor firms and develop a broad understanding of their business, structure, decision makers, technology stack, and client demographics.
- Educate advisors about platform changes, products, tools, and the upcoming roadmap.
- Use CRM and internal technology to identify firm signals and trends, then translate them into actionable feedback and education opportunities.
- Meet with firms virtually and in person to deepen relationships, improve platform adoption, and increase loyalty.
- Advocate for firms internally, escalate issues to appropriate stakeholders, and influence platform enhancements based on advisor needs.
Requirements
- 5+ years of customer service and related industry experience.
- Strong understanding of the registered investment advisor industry and the TradePMR by Robinhood platform, features, tools, and products.
- Passion for problem-solving and helping clients resolve complex requests.
- Curiosity, willingness to learn, and an execution-focused approach to new responsibilities.
- Securities Industry Essentials (SIE) qualification required; Series 7 preferred.
- Ability to work from the Clearwater, Florida, or Westlake, Texas office with attendance at least 3 days per week.
Culture & Benefits
- High-impact work in a fast-moving, performance-driven environment with ethics at the center.
- Performance-based compensation with bonus programs, equity ownership, and 401(k) matching.
- Health insurance, employer-paid life and disability insurance, fertility benefits, and mental health benefits.
- Flexible lifestyle wallet for wellness, learning, and other eligible expenses.
- Paid holidays, paid time off, sick time, parental leave, catered meals, office events, and supported workspaces.
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