Relationship Manager

Posted Yesterday
Be an Early Applicant
2 Locations
In-Office
85K-100K Annually
Senior level
Fintech • Cryptocurrency
Robinhood's mission is to democratize finance for all.
The Role
Manage relationships with registered investment advisor firms on Robinhood’s TradePMR platform. Serve as the primary contact for complex requests, educate advisors on platform updates and products, identify trends through CRM data, deepen firm relationships, resolve issues, and advocate internally for platform improvements. The role requires strong RIA industry knowledge, problem-solving ability, customer service experience, and securities licensing credentials.
Summary Generated by Built In
Join us in building the future of finance.

Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading.

About the team + role

We are building an elite team, applying frontier technologies to the world’s biggest financial problems. We’re looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn’t a place for complacency, it’s where ambitious people do the best work of their careers. We’re a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. 

The Advisor Services team’s mission is to serve as an advocate for the firms that work on our platform; we advocate to support their business and their clients, to be a solution seeker and problem solver, and to meet our advisors where they need us most.

As a Relationship Manager, you will provide exceptional, detailed service to our firms through an overall understanding of their business and being a point of contact for a myriad of complex requests. Your dedicated service and support have a direct impact on the firm’s growth on our platform, which ultimately lead to an increase in net deposits to Robinhood.

This role is based in our Clearwater, FL and Westlake, TX office, with in-person attendance expected at least 3 days per week.

At Robinhood, we believe in the power of in-person work to accelerate progress, spark innovation, and strengthen community. Our office experience is intentional, energizing, and designed to fully support high-performing teams. 

What you’ll do
  • Broad understanding of each Advisor relationship they oversee, including the firm’s structure, key decision makers, technology stack, client demographics, among others.
  • Educate our Advisors on platform changes and our upcoming roadmap; help Advisors find the most efficient and effective ways for doing business with our platform.
  • Leverage internal technology solutions, such as our CRM, to uncover signals or trends with your firms, and translate those signals into actionable feedback or education areas. 
  • Regularly meet with firms either virtually or in person in an effort to deepen the relationship, educate the firm on our platform and what’s coming, and increase firm loyalty.
  • Be an advocate internally for the firms you work with. Escalate issues to the appropriate stakeholders internally, and influence change for overall platform enhancements based on their needs. 
What you bring
  • Demonstrate a high understanding of the RIA industry, and specifically the TradePMR by Robinhood platform, features, tools, and products
  • Heart to serve with a passion for problem solving and helping others with finding solutions to complex requests
  • Curious learner that is motivated to learn more about their role, their clients, and our platform
  • Willingness to take on new responsibilities with an execution mentality to ensure a seamless experience for our Advisors 
  • 5+ Years of customer service and related industry experience; SIE required, Series 7 preferred
What we offer
  • Challenging, high-impact work to grow your career.
  • Performance-driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching.
  • Best-in-class benefits to fuel your work, including 100% paid health insurance for employees with 90% coverage for dependents.
  • Lifestyle wallet — a highly flexible benefits spending account for wellness, learning, and more.
  • Employer-paid life & disability insurance, fertility benefits, and mental health benefits.
  • Time off to recharge including company holidays, paid time off, sick time, parental leave, and more!
  • Exceptional office experience with catered meals, events, and comfortable workspaces.

In addition to the base pay range listed below, this role is also eligible for bonus opportunities + equity + benefits.

Base pay for the successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected base pay range for this role is based on the location where the work will be performed and is aligned to one of 3 compensation zones. For other locations not listed, compensation can be discussed with your recruiter during the interview process.

Base Pay Range:

Zone 1 (Menlo Park, CA; New York, NY; Bellevue, WA; Washington, DC)
$85,000—$100,000 USD
Zone 2 (Denver, CO; Westlake, TX; Chicago, IL)
$75,000—$88,000 USD
Zone 3 (Lake Mary, FL; Clearwater, FL; Gainesville, FL)
$66,000—$78,000 USD

Click here to learn more about our Total Rewards, which vary by region and entity.

If our mission energizes you and you’re ready to build the future of finance, we look forward to seeing your application.

AI Usage Disclosure: Robinhood uses artificial intelligence (AI) tools to support parts of our recruiting process. These tools enhance the efficiency and consistency of our hiring process; however, all hiring decisions are made by our hiring teams.

Robinhood provides equal opportunity for all applicants, offers reasonable accommodations upon request, and complies with applicable equal employment and privacy laws. Inclusion is built into how we hire and work—welcoming different backgrounds, perspectives, and experiences so everyone can do their best. Please review the Privacy Policy for your country of application.

Skills Required

  • 5+ years of customer service and related industry experience
  • Strong understanding of the RIA industry
  • Understanding of the TradePMR by Robinhood platform, features, tools, and products
  • SIE license
  • Series 7 license
  • In-person attendance at least 3 days per week in Clearwater, Florida or Westlake, Texas

Robinhood Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Robinhood and has not been reviewed or approved by Robinhood.

  • Healthcare Strength — Healthcare is described as best-in-class, with strong medical, dental, and vision coverage, mental-health support, and life and disability insurance. Low premiums and solid dependent coverage are also noted, reinforcing the strength of core health benefits.
  • Equity Value & Accessibility — Equity grants through RSUs and an ESPP are standard, and for many tech roles equity meaningfully lifts total compensation when the stock performs. Clear multi-year vesting schedules make ownership accessible as a core part of the pay mix.
  • Parental & Family Support — Parental leave and fertility benefits are emphasized, with generous paid time for new parents cited as a standout. Family-oriented policies are consistently portrayed as a strong component of the package.

Robinhood Insights

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The Company
HQ: Menlo Park, CA
5,002 Employees
Year Founded: 2013

What We Do

Robinhood Markets, Inc. (NASDAQ: HOOD) transformed financial services by introducing commission-free stock trading and democratizing access to the markets for millions of investors. Today, Robinhood, through its subsidiaries, lets you trade stocks, options, futures (which includes event contracts), and crypto, invest for retirement, earn with Robinhood Gold, and access an expert-managed portfolio with Robinhood Strategies. Headquartered in Menlo Park, California, Robinhood puts customers in the driver’s seat, delivering unprecedented value and products intentionally designed for a new generation of investors. Additional information about Robinhood can be found at www.robinhood.com.

Why Work With Us

At Robinhood, we are building an elite team, applying frontier technologies to the world’s biggest financial problems. Every role can make a real impact. We’re a team of builders, doers, and bold thinkers who thrive in a high-performance environment and take pride in raising the bar for ourselves and the millions of customers we serve.

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