NetLaw

The role focuses on conducting high-volume outbound outreach to financial advisors to educate them on estate planning and schedule qualified demos. Additionally, the intern will manage the sales pipeline in HubSpot and support the onboarding of newly registered advisors.

The Senior Relationship Manager will serve as the primary point of contact for RIA partner firms, driving advisor engagement and activation from onboarding through habitual usage. They will act as the connective tissue between advisors, attorneys, and internal teams to ensure seamless estate planning service delivery.