Relationship Manager - Broker Dealers on the National Partnership Team
RemoteMidNAPartnership ManagerCommodities BrokerAdvisorBusiness DevelopmentOptimismReportingAccount Management
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Requirements
- 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.
- Travel Requirement:
- Travel Requirement
- This is a remote position, but candidates must be open to frequent travel (up to 30%) for team meetings, client visits, and training sessions.
- This role involves travel to industry conferences and trade shows (up to 20%) and occasional site visits for partner presentations and in-person business reviews (monthly and quarterly as well as ad-hoc)
- Why you will love working at Human Interest
- Human Interest is tackling one of our country's biggest challenges - closing the retirement gap. You'll be instrumental in architecting and scaling solutions that bring financial security to employees at small and medium-sized businesses nationwide. We’ve made significant progress, but there is still growth ahead, offering you a unique opportunity to solve complex problems, drive innovation, and advance your career alongside a dedicated, mission-driven team. We value hard work and recognize that our team's contributions are key to our continued success.
- Our operating principles define how we work together as a team. They reflect Human Interest’s unique view on what’s important and what’s right. Documenting this core aspect of our culture helps employees make good decisions on their own. It also helps candidates considering career opportunities critically evaluate whether they will thrive at Human Interest.
- Customer obsession: We're all about creating amazing experiences for our customers. We put their needs first and go the extra mile to make them smile.
- Customer obsession
- Long-Term Orientation: We're not just playing for today; we're building a legacy. We think big, plan strategically, and invest in our future.
- Long-Term Orientation
- Autonomous and Accountable Teams: We trust our team members to take ownership and make smart decisions. We empower you to be your best self!
- Autonomous and Accountable Teams
- An Escalating Bar for Talent and Performance: We're constantly raising the bar and challenging ourselves to be better. We believe in growth and continuous improvement.
- An Escalating Bar for Talent and Performance
- Fundamental Optimism: We see the glass as half full (and then we fill it up with more amazing ideas!). We believe in the power of positivity and the potential for greatness.
- Fundamental Optimism
- Compensation - At Human Interest, there are a number of factors that are used to determine the appropriate pay range for each position. We take into account the cost of labor for each position in various markets across the U.S. The base salary for this position spans $80,000 - $90,000 and represents the minimum in our lowest geographic region to a maximum in our highest geographic region. The salary we offer to a new employee within this range is based on their location within the U.S., their relevant job-related skills, and experience. At Human Interest, base salary is one component of the overall total rewards package. This position will also offer a yearly variable target of $90,000 that is paid out monthly. All of our employees are offered a robust suite of physical, financial, and mental wellness benefits. In compliance with applicable laws, we do not inquire about salary history, or about criminal history prior to a conditional offer of employment.
Responsibilities
- 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 through ongoing day-to-day account management.
- Identify opportunities for expanding existing relationships and advancing partnership opportunities in real time to increase revenue generation.
- Collaborate with internal teams (sales, marketing, compliance, legal, and operations) to develop tailored 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 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 off (incomplete task)
Benefits
- 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.
- We’re a great place to work (but don’t take our word for it)
- We’re a great place to work
- Here’s a list of our awards and accolades:
- Certified as a Great Place To Work® (2023-2025)
- Fortune Best Place to Work in the Bay Area (2024)
- Best Places to Work by Built In (2023-2024)
- America’s Best Startup Employers by Forbes (2020-2022, 2024)
- A Top Company by Y Combinator (2020-2023)
- Inc. Fastest Growing Companies (2021)
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