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Relationship Manager - Broker Dealers on the National Partnership Team

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Human Interest

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Location:
United States

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Category:
Finance

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Contract Type:
Not provided

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Salary:

80000.00 - 90000.00 USD / Year
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Job Description:

The Broker-Dealer Relationship Manager is responsible for cultivating, maintaining, and managing relationships with broker-dealers, ensuring effective communication and a seamless experience for all stakeholders. The role will involve both strategic and tactical elements of broker-dealer partnerships, including managing day-to-day operations, resolving issues, and driving opportunities for business growth and operational efficiencies. This is a client-facing, cross-functional position requiring strong communication, problem-solving, and relationship-building skills, as well as a deep understanding of the financial markets and broker-dealer operations.

Job Responsibility:

  • Build, develop, and sustain strong relationships with key broker-dealer partners
  • Serve as the primary point of contact for all broker-dealer inquiries, issues, and escalations
  • Proactively engage with partners to understand their needs, address concerns, and ensure satisfaction with products and services
  • Manage the overall partnership lifecycle, from onboarding, activation through ongoing day-to-day account management
  • Identify opportunities for expanding existing relationships, advancing partnership opportunities in real time and increasing revenue generation
  • Collaborate with internal teams (sales, marketing, compliance, legal, and operations) to develop tailored and mutually beneficial growth solutions and business initiatives
  • Contribute to the creation and execution of strategic business development plans aimed at increasing market share and strengthening partnerships
  • Ensure smooth operational processes between the company and broker-dealers, including daily reporting, mutual customer SLA’s, advisor compensation, sponsorship/corporate events and programs, and compliance matters
  • Work closely with internal departments to monitor the performance and efficiency of broker-dealer relationships and resolve operational issues as they arise
  • Provide ongoing training and resources internally and externally to broker-dealer partners on product offerings, processes, and compliance requirements
  • Monitor and ensure adherence to regulatory requirements, industry best practices, and internal policies
  • Stay up-to-date with industry trends, regulatory changes, and market dynamics that may impact broker-dealer relationships
  • Work with compliance teams to address potential risks and ensure that broker-dealer relationships remain fully compliant with all applicable laws and regulations
  • Track and report on key performance metrics for broker-dealer relationships, including lead volumes, revenue, SFDC and operational efficiency
  • Prepare regular reports and presentations for senior management on the status and progress of broker-dealer partnerships (monthly and quarterly internally and externally)
  • Analyze data to identify areas for process improvements, cost reductions, or enhanced partnership regional opportunities

Requirements:

  • Bachelor’s degree in Finance, Business Administration, Economics, or a related field (or equivalent experience)
  • 3+ years of experience in a broker-dealer or investment-related role, preferably in relationship management, business development, sales or operations
  • Deep understanding of the broker-dealer landscape, financial markets, and securities trading processes
  • Strong communication, negotiation, and interpersonal skills, with the ability to influence and engage senior stakeholders
  • Excellent problem-solving abilities and a keen attention to detail
  • Proficiency in Google Workspace, Microsoft Office Suite (Excel, PowerPoint, Word) and familiarity with CRM software and industry tools
  • Knowledge of FINRA regulations, SEC guidelines, advisor compensation and other industry compliance standards

Nice to have:

  • FINRA Series 6 or Series 63 (or equivalent) license
  • Experience working with a variety of broker-dealers, including independent firms, wirehouses, and regional broker-dealers
  • Experience in a client-facing role with a focus on business development and relationship management
  • Strong project management skills, with the ability to manage multiple priorities and deadlines effectively
What we offer:
  • A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
  • Top-of-the-line health plans, as well as dental and vision insurance
  • Competitive time off and parental leave
  • Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
  • Lyra: Enhanced Mental Health Support for Employees and dependents
  • Carrot: Fertility healthcare and family forming benefits
  • Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt
  • Monthly work-from-home stipend
  • quarterly lifestyle stipend
  • Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie

Additional Information:

Job Posted:
February 18, 2026

Employment Type:
Fulltime
Work Type:
Remote work
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