NetLaw

Drive advisor adoption and engagement through high-volume outbound outreach to registered users of the NetLaw platform. Coordinate demonstrations and guide advisors through the onboarding process to increase client referral activity.

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.