Job Description

Future Capital simplifies 401(k) management for financial advisors and their clients. We provide advisors and their clients with practical tools to make informed retirement decisions, protect valuable relationships, and deliver comprehensive household financial guidance.

Our platform makes managing held-away retirement assets straightforward through direct partnerships with 401(k) record keepers. We offer clear solutions that fit different advisory approaches, from turnkey options to customizable strategies, all designed to help advisors confidently navigate regulatory requirements.

At Future Capital, we value team members who:

• Support colleagues with a collaborative mindset
• Step in where needed to help achieve shared goals
• Contribute positively to our client-focused environment
• Build strong working relationships both internally and with partners

The Advisor Relationship Manager plays a pivotal role in ensuring the successful onboarding, ongoing engagement, and satisfaction of financial advisors and their clients utilizing Future Capital’s multiple solutions. This role involves relationship management, hands-on training, strategic guidance, and proactive engagement to maximize advisor adoption and effectively equip them to serve their client base. Building trust and fostering true partnerships with advisors is central to this role, ensuring long-term collaboration and mutual success.

Role Functions

· Partner closely with advisors and firm program owners to establish a structured, proactive approach focused on comprehensive education, clear communication, and ongoing post-implementation support.

· Facilitate seamless advisor onboarding, including managing, evaluating, and enhancing onboarding processes to achieve defined adoption metrics and performance objectives.

· Manage the full lifecycle of advisor relationships, from initial onboarding through ongoing support and sustained adoption of Future Capital's products and services.

· Maintain consistent, meaningful engagement with advisors and advisory firms through strategic in-person interactions, virtual meetings, and professional email communications, building trust and deepening partnerships.

· Act as a trusted advocate for advisors by effectively capturing feedback on product enhancements, support requirements, and specific requests, clearly communicating these internally to relevant Future Capital teams.

· Proactively identify and pursue opportunities to enhance advisor satisfaction, product adoption, and overall advisor experience.

· Track, evaluate, and enhance advisor success initiatives, consistently measuring progress against established adoption metrics and performance goals.

· Maintain detailed and accurate notes within the internal CRM system, ensuring consistent documentation, timely reporting, and clear visibility of advisor initiatives, opportunities, and potential risks.

• Bachelor’s degree in Business, Finance, Communications, or related field.
• Minimum of 4-7 years’ experience in client success, client services, or relationship management within financial services, fintech, or wealth management.
• Collaborative and flexible team player who proactively supports colleagues, willingly steps beyond defined responsibilities when needed, and contributes positively to team objectives.
• Proven ability to build and maintain strong relationships with clients or partners.
• Excellent interpersonal and communication skills with demonstrated experience conducting training and/or presentations.
• Strategic, consultative mindset with the ability to coach and educate effectively.
• Strong organizational skills with attention to detail, the ability to manage multiple priorities, and experience with project management best practices.
• Comfortable and able to learn new technology quickly and explain it clearly to others
• Experience working with financial advisors or familiarity with retirement plans preferred

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