Who Is AdvisorEngine:
We believe that the future of financial advice is personal, scientific and beautiful – these three ideals drive everything that we do.
AdvisorEngine is a leading wealth management fintech platform that creates a unified experience across financial advisors, investors, and business management personnel. Our wealth management platform enables financial advisors to deliver an engaging, personalized client experience and to operate at scale through smart automation.
Our team is made up of designers, enterprise technologists, data scientists, futurists, and business builders. We are based in Tribeca, New York. If you are driven to create the future of financial advice, we’d love to hear from you.
About this role:
We have a client base of industry leading Registered Investment Advisors and we are looking for an energetic and engaging Relationship Manager (RM) to build relationships and help clients maximize the usefulness of our software. The RM is a key member of our business development and client success team responsible for working with our firm’s largest RIAs to understand their use of technology, internal processes, and help them maximize the value of our software. This is an internal role with minimal travel required. The ideal candidate will be a curious problem solver and enjoy proactively engaging with new people and client firms.