Associate Relationship Manager Intern

Role Overview

• Make high-volume outbound calls to financial advisors across our partner RIA network who have never registered with or referred a client to NetLaw
• Open 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 outreach cadences to complement call efforts, following approved messaging frameworks
• Research advisor backgrounds and firm affiliations ahead of calls to personalize the conversation and lead with relevance
• Log every outreach touchpoint, conversation outcome, and follow-up commitment in HubSpot with accuracy and consistency
• Maintain clean, current records for advisor contacts — engagement status, objections, next steps, and handoff notes for the Relationship Management team
• Track demo pipeline from first contact through confirmed scheduling, and flag advisors who go dark after initial interest
• Follow up with newly registered advisors who have not completed onboarding milestones, using approved messaging templates
• Help coordinate scheduling for advisor orientation calls, platform walkthroughs, and attorney-advisor introductions
• Track onboarding milestone completion across cohorts and flag advisors who are not progressing toward a first referral
• Prepare call lists, organize outreach queues, and help the team stay on top of follow-up commitments
• Take notes and document action items from internal team calls and partner check-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

Requirements

• Rising senior or recent graduate in Business, Finance, Communications, or a related field
• Prior internship or work experience at a financial advisory firm, RIA, broker-dealer, or financial services company is strongly preferred
• Familiarity with the CFP curriculum or demonstrated interest in financial planning is a plus
• Experience with HubSpot or a similar CRM is a plus; comfort making and logging outbound calls is expected

Benefits

• Paid internship with competitive compensation
• Direct mentorship from the Director of Relationship Management with visibility to senior leadership
• Hands-on exposure to enterprise RIA relationships and wealth management partnerships
• Real deliverables and real impact — the demos you set will directly drive advisor activation and revenue
• A front-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