Enterprise Relationship Management Associate
Location: Remote / Hybrid
Employment Type: Full-Time
Reports to: VP, Enterprise RM
Role Overview
DPL Financial Partners is seeking an internal Enterprise RM Associate to serve as the day-to-day execution partner to our Enterprise Relationship Managers. The Enterprise RMs cover national and enterprise RIA accounts, including home-office relationships, and lead new logo growth in both channels. This individual will help drive revenue across those accounts and keep those relationships fully supported through home-office education, onboarding, reporting, project coordination, and marketing support.
This role sits at the center of DPL's most strategic partnerships, combining account management, analytics, and project execution to help the Enterprise RMs deepen home-office relationships, win new firms, and grow revenue across the enterprise channel.
Key Responsibilities
Revenue Growth & Strategic Account Support
- Drive sales and revenue for DPL by partnering with Enterprise RMs to support and grow strategic national and enterprise accounts
- Plan, coordinate, and attend DPL's presence at regional and national firm conferences
- Collaborate with internal teams and home-office partners to manage and strengthen enterprise relationships
- Help Enterprise RMs build annual business plans for each strategic account, including growth goals, key stakeholders, and priority initiatives
- Track progress against account plans and flag accounts that are falling behind or showing new opportunities
Education & Training
- Educate home-office teams (investment, platform, operations, and practice management) on DPL's platform capabilities, products, tools, and best practices
- Lead home-office training sessions, webinars, and walkthroughs, and create guides, FAQs, and quick-reference materials that home offices can deploy across their firms
- Drive firm-wide adoption of available resources so each firm gets full value from its membership
- Keep home-office teams informed about new features, product updates, and industry developments that affect their business
Onboarding, Firm Rollout & Integrations
- Manage day-to-day onboarding tasks as RIAs roll out onto the platform
- Keep rollout work on schedule across operations, technology, service, and product teams
- Coordinate data feeds and integrations with each firm's systems, including portfolio management, reporting, and CRM platforms, as well as single sign-on
- Partner with DPL Technology and firm operations teams to resolve data and connectivity issues quickly
Due Diligence & Home-Office Reviews
- Coordinate and complete RFPs, due diligence questionnaires, and product and platform approval packages
- Organize home-office due diligence meetings and onsite visits, including participation from DPL executives and product teams
- Maintain a library of standard due diligence materials so responses are fast, accurate, and consistent
Data, Reporting & Account Documentation
- Pull and analyze asset, flow, revenue, and adoption metrics, and build dashboards and materials for QBRs and executive meetings
- Keep contact maps, account plans, opportunity pipelines, and activity notes current in the CRM
- Research RIA news, acquisitions, advisor headcount, and competitor activity
Meeting & Project Support
- Prepare briefing notes, agendas, and presentation materials for RM and executive meetings, and ensure follow-up items are completed
- Help coordinate M&A transitions and system integrations, including timelines and status tracking
Marketing Support & Content Creation
- Act as liaison between RIA home offices and DPL's internal marketing team, turning client needs into clear creative briefs and managing delivery from request through approval
- Identify each RIA's marketing priorities and content gaps, such as advisor recruiting, client acquisition, thought leadership, and market-volatility communications
- Develop and customize client-facing content, including presentations, market commentary, product one-pagers, FAQs, email campaigns, social posts, and co-branded or white-labeled materials
- Coordinate co-marketing initiatives, webinars, conferences, and home-office education sessions, from logistics through follow-up
Qualifications
Experience
- 2-4 years of experience in financial services, ideally within the RIA, wealth management, or annuity distribution space
- Background in client service, relationship support, onboarding, or sales support
- Proven ability to manage multiple projects and deadlines across internal teams
Technical & Professional Expertise
- Working knowledge of RIA business models and advisor workflows
- Familiarity with annuities and retirement income solutions is a plus
- Strong proficiency in CRM (e.g., Salesforce) and Excel, including building reports and dashboards
- Comfortable presenting and leading training sessions, both live and virtually
- Clear, polished business writing; experience creating client-facing or marketing content is a plus
Licensing & Education
- Bachelor's degree required (Finance, Business, Marketing, or related field preferred)
- FINRA Series 6/7 and 63 (or ability to obtain)
- Life & Health Insurance licenses (or ability to obtain)
Key Attributes
- Highly organized and detail-oriented, with strong follow-through
- Proactive and service-minded, anticipating the needs of RMs and home-office partners
- Clear communicator, comfortable with home-office leaders, their teams, and internal partners
- Team player who thrives in a fast-paced, collaborative environment
Travel
- Occasional travel to support home-office meetings, training sessions, and conferences
What Success Looks Like
- Enterprise RMs have the capacity to fully cover national and enterprise accounts and pursue new logo firms
- Onboarding and firm rollouts delivered on schedule
- QBR and executive materials delivered on time, with CRM records consistently current
- Strong firm-level adoption, positive home-office feedback, and marketing requests delivered on time