What are the responsibilities and job description for the Account Manager, RIA Partnership position at Tag Management Inc?
Account Manager, RIA Partnerships
Job Description
Overview
We are seeking a highly organized and proactive Account Manager to support and grow our RIA white-label platform. This individual will work closely with leadership to manage advisor relationships, coordinate onboarding, and ensure smooth operational delivery. This is a high-growth role with a clear path to leadership.
Key Responsibilities
- RIA Relationship Support
- Serve as a key point of contact for RIA partners
- Maintain strong communication and ensure a high-quality experience
- Onboarding Coordination
- Coordinate onboarding of RIA firms and clients
- Track progress and ensure deadlines are met
- Operations Coordination
- Work with bill pay and accounting teams
- Monitor workload and flag capacity constraints
- Sales Support
- Assist with proposals, pricing, and contracts
- Join sales calls over time
- Process Improvement
- Identify inefficiencies and improve workflows
- Leverage technology and AI tools
Qualifications
- 3–6 years of experience in account management, operations, or client success
- Experience in wealth management, RIA, or fintech preferred
- Strong organizational and communication skills
What We’re Looking For
- Ownership mindset
- Detail-oriented and organized
- Calm under pressure
- Tech and AI curious
- Growth-oriented with leadership potential
Next Steps
Plumb is committed to going “Beyond the Numbers” for our clients. To do that, we need people who want to build something better—and who are comfortable evolving how work gets done as automation becomes part of the day-to-day.
What we offer
- Competitive base salary
- Incentive plan
- Health, Dental, and Vision coverage
- Ongoing development, feedback, and growth opportunities (we promote from within whenever possible)
Compensation and Additional Information
Base salary range: $75,000 – $95,000 with a significant bonus opportunity. Plumb is an equal opportunity employer.
This role is part of the senior management team. Apply through the job posting, or email the President (rob@thinkplumb.com) or EVP (anneke@thinkplumb.com) with a cover letter and resume. A thoughtful, detailed cover letter gets an interview—if you’re a fit, we want to hear from you.
Salary : $75,000 - $95,000