Relationship Manager

Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading.

We are building an elite team, applying frontier technologies to the world’s biggest financial problems. We’re looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn’t a place for complacency, it’s where ambitious people do the best work of their careers. We’re a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. 

The Advisor Services team’s mission is to serve as an advocate for the firms that work on our platform; we advocate to support their business and their clients, to be a solution seeker and problem solver, and to meet our advisors where they need us most.

As a Relationship Manager, you will provide exceptional, detailed service to our firms through an overall understanding of their business and being a point of contact for a myriad of complex requests. Your dedicated service and support have a direct impact on the firm’s growth on our platform, which ultimately lead to an increase in net deposits to Robinhood.

At Robinhood, we believe in the power of in-person work to accelerate progress, spark innovation, and strengthen community. Our office experience is intentional, energizing, and designed to fully support high-performing teams. 

• →Broad understanding of each Advisor relationship they oversee, including the firm’s structure, key decision makers, technology stack, client demographics, among others.
• →Educate our Advisors on platform changes and our upcoming roadmap; help Advisors find the most efficient and effective ways for doing business with our platform.
• →Leverage internal technology solutions, such as our CRM, to uncover signals or trends with your firms, and translate those signals into actionable feedback or education areas. 
• →Regularly meet with firms either virtually or in person in an effort to deepen the relationship, educate the firm on our platform and what’s coming, and increase firm loyalty.
• →Be an advocate internally for the firms you work with. Escalate issues to the appropriate stakeholders internally, and influence change for overall platform enhancements based on their needs. 

• Demonstrate a high understanding of the RIA industry, and specifically the TradePMR by Robinhood platform, features, tools, and products
• Heart to serve with a passion for problem solving and helping others with finding solutions to complex requests
• Curious learner that is motivated to learn more about their role, their clients, and our platform
• Willingness to take on new responsibilities with an execution mentality to ensure a seamless experience for our Advisors 
• 5+ Years of customer service and related industry experience; SIE required, Series 7 preferred