Advisor Relationship Manager

*Due to the high volume of applications we receive, we’re unfortunately unable to respond to every email or message individually. If you do not hear from us within 2 weeks of submitting your application, please assume that we have decided not to move forward at this time. We sincerely appreciate your interest in SyntheticFi and encourage you to apply for future opportunities that match your background.

Location: United States (Remote)
Preferred Time Zones: Pacific, Mountain, or Central Time
Employment Type: Full-Time
Reports to: Joseph Wang, Cofounder and Chief Revenue Officer

About SyntheticFi

SyntheticFi is a fast-growing FinTech startup redefining how financial advisors and their clients access sophisticated lending products. Our mission is to make institutional-grade borrowing strategies accessible at scale through innovative products powered by box spreads. We partner with Registered Investment Advisors (RIAs) to help high-net-worth clients access our financing solutions.

Since launch, we’ve sustained 20%+ month-over-month growth, become a category leader, and raised funding from Y Combinator and leading investors in the WealthTech industry.

About the Role

We’re looking for an Advisor Relationship Manager to work directly with our co-founder and serve as a trusted partner to financial advisors and RIA firms throughout their journey with SyntheticFi.

In this role, you’ll help financial advisors successfully onboard and learn about SyntheticFi’s products and services, navigate client scenarios, and maximize the value advisors and clients receive from our platform. You’ll become a key advocate for advisors while collaborating closely with product, engineering, operations, and leadership to continuously improve the advisor and client experience. You will also help advisors navigate conversations with clients.

This is an excellent opportunity for someone with experience selling to or building a relationship with financial advisors or RIAs, either externally or internally. Successful candidates come from sales roles or relationship management roles from the following companies: 

• AdvisorTech, WealthTech, Advisor Solutions companies, or custodians;
• Asset Managers, ETF Issuers, wholesalers, or investment products providers;
• Wealth management firms, as advisors. 

What You’ll Do

• Serve as the primary point of contact for financial advisors and RIA firms throughout their journey with SyntheticFi.
• Lead advisor onboarding and guide new advisors through our products, processes, and platforms. Help advisors evaluate client scenarios and understand how SyntheticFi’s solutions can support their clients’ financial goals. Build long-term relationships that drive adoption, engagement, and retention.
• Participate in client meetings, educational sessions, webinars, and other client-facing interactions as needed.
• Collaborate with product, engineering, and operations teams to resolve issues and improve the overall product and customer experience. Support testing and rollout of new products and operational workflows.
• Identify opportunities to improve advisor usage and adoption, and build tools to improve internal efficiency. 
• Contribute to documentation, training materials, and scalable processes as the company grows.

What We’re Looking For

• 3-10 years of experience in Sales, Relationship Management, Account Management, Client Partnership, Advisor Consultant, Advisor Advocate, or a similar advisor-facing sales or relationship roles. Exceptional candidates with different levels of experience may also be considered.

• Experience working with the following firms serving financial advisors is required:

  • AdvisorTech, WealthTech, other advisor solutions companies, or custodians;
  • Asset Managers, ETF Issuers, wholesalers, or other financial product providers;
  • Wealth management firms, as advisors. 

• Strong interpersonal and communication skills with the ability to explain complex financial concepts clearly and build trusted relationships.

• Strong product and builder mindset, looking to iteratively improve and optimize products and processes, given advisor and client feedback

• Analytical mindset with excellent problem-solving skills and attention to detail.

• Comfortable working cross-functionally in a fast-moving startup environment

Nice to Have

• Background in financial derivatives is a plus. Candidates without experience in derivatives are expected to work with the team to formulate a personalized training plan and gain relevant exposure within 1 month of joining SyntheticFi. 
• Experience with launching and iterating on new products is a plus.
• Experience coordinating complex systems and cross-functional initiatives is a plus. 
• Experience working in a startup setting is a plus.
• Bachelor’s degree in Finance, Economics, Business, or a related field.
• FINRA Series 65 or Series 7 + Series 66. Candidates without appropriate licenses are expected to pass S65 within 1 month of joining SyntheticFi.

Location Requirements

• Must be based in the United States.
• Candidates located in the Pacific, Mountain, or Central time zones are strongly preferred to facilitate collaboration with the team and clients.

Why Join SyntheticFi?

• Work directly with company leadership and have a meaningful impact on a rapidly growing business.
• Help shape the client experience for innovative financial products serving advisors and their clients.
• Join a collaborative, remote-first team that values ownership, initiative, and continuous learning.
• Be part of a startup where your ideas can directly influence products, processes, and customer success.

Compensation & Benefits

• Base Salary: $120,000 – $150,000
• Commission: Uncapped; On-Target Earnings equal to approximately 40% of base salary. 
• Equity:  0.10% - 0.25%
• Full suite of benefits across 401K plans, Healthcare Insurance, Dental, Vision

Interview Process

How to Apply

Interested in joining SyntheticFi?

Please email our Head of People at [email protected] with the subject line:

Application – Advisor Relationship Manager  – [Your Name]