Amplify is transforming the future of wealth management.
We’re more than a platform—we’re the all-in-one operating system for advisors and enterprises looking to scale smarter, serve clients better, and grow faster. Our technology brings every function of a wealth management practice onto a single pane of glass, simplifying complexity and unlocking growth. Backed by cutting-edge tools, a collaborative culture, and a team committed to innovation, Amplify is where ambition meets opportunity.
About the Role
As a Relationship Manager, you’ll act as the go-to strategic partner for a portfolio of advisory firms and RIAs. You’ll lead success planning, guide adoption, troubleshoot challenges, and serve as the voice of your clients internally. Your impact will be seen in stronger client relationships, smarter platform use, and measurable business growth — for them and for us.
Key Responsibilities
- Own the post-sale experience for a portfolio of RIA and enterprise clients — from onboarding through long-term growth.
- Lead success planning conversations to align client goals with platform strategy, timelines, and KPIs.
- Drive product adoption by coordinating training, feature rollouts, and strategic touchpoints.
- Be the internal voice of your clients — surfacing insights to Product, Operations, Trading, and Support teams.
- Identify opportunities for deeper engagement, platform expansion, and account retention.
- Navigate custodian transitions, advisor onboarding, and organizational changes with clarity and confidence.
- Track client health and proactively resolve issues before they escalate — keeping relationships strong and productive.
- Collaborate cross-functionally to continuously enhance the client experience and Amplify’s service model.
Tools & Platforms
- CRM systems (Zoho, Salesforce)
- WealthTech platforms (Orion, Tamarac, Black Diamond, Addepar)
- Custodian portals (Schwab, Fidelity, Pershing, Goldman Sachs)
- Microsoft Office Suite
- Internal collaboration/project tools (e.g., Monday.com, Slack) What We’re Looking For
- 5+ years of experience in client success, advisor services, or platform relationship management — ideally within fintech or wealth management.
- Deep understanding of RIA operations, investment platforms, and advisor-client dynamics.
- Excellent communicator — skilled at breaking down complex topics, leading strategic conversations, and building trust.
- Proven ability to juggle multiple clients, projects, and timelines with a calm, proactive mindset.
- Natural collaborator and problem solver — someone who makes things easier, not harder.
- Bonus points for experience with custodial transitions, CFP certification, or Series 6/7 licensing.
Compensation and Benefits
Salary: From $75,000+ based on experience
401(k) with match
Health, dental, vision, and life insurance
Paid time off
Location: Scottsdale, AZ (in-office role)
Equal Opportunity Statement:
Amplify is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Employment decisions are based on merit, qualifications, and business needs.
Background check and Predictive Index Survey required.
Skills Required
- 5+ years of experience in client success or platform relationship management
- Deep understanding of RIA operations and advisor-client dynamics
- Excellent communication skills
- Ability to manage multiple clients and projects
- Experience with custodial transitions or CFP certification
- Series 6 or Series 7 licensing
Amplify Platform Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Amplify Platform and has not been reviewed or approved by Amplify Platform.
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Healthcare Strength — Core medical, dental, and vision coverage is explicitly included, alongside life and short- and long-term disability. Some materials also reference preventative care, mental health services, and fertility support, indicating breadth beyond the basics.
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Retirement Support — A 401(k) plan with employer match is described consistently across public listings. Retirement accounts with match are also noted for eligible employees.
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Leave & Time Off Breadth — Paid time off and paid holidays are part of the package, with several descriptions calling PTO “generous.” There are also indications of paid parental leave and, for some roles, unlimited PTO for salaried employees.
Amplify Platform Insights
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What We Do
Amplify’s cloud-based, integrated platform is purpose-built for financial advisors and firms ready to leave inefficiency behind. From onboarding and trading to compliance and reporting, Amplify brings the tools you need together in one scalable, seamless solution—so you can focus on growing your business. Our platform doesn’t just simplify tasks—it transforms how you work. By connecting and integrating data from multiple systems into one unified solution, Amplify creates clarity where others create complexity. Customizable tools enable you to shape Amplify to fit your firm’s needs, from enterprise-level operations to personal client relationships.
Why Work With Us
At Amplify, you’ll do meaningful work that drives change in wealth management while building your career. We’re shaping the future of the industry with innovation, collaboration, and a culture that champions growth and real results.
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