NetLaw · 1 month ago
VP of Advisor Success
United States
Full-time
Remote
Director/Executive
$180K/yr - $220K/yrNetLaw is a tech-enabled estate planning platform serving wealth management firms. The role involves building the Advisor Success function, owning the lifecycle of advisor engagement, and driving adoption with enterprise RIA partnerships.
Enterprise SoftwareLegal
Responsibilities
Design advisor onboarding and activation programs that drive time-to-first-plan
Build scalable training: webinars, scripts, client conversation guides, CE-worthy content
Drive penetration within existing partnerships
Implement systems for scalable engagement: CRM workflows, health scoring, marketing automation
Build and lead the relationship management team
Qualification
Required
Senior Manager/Supervisor experience
Deep understanding of RIA workflows and advisor personas
Track record building repeatable onboarding playbooks and activation programs
Experience managing strategic enterprise accounts with multiple stakeholders
Data-driven: defines KPIs, builds dashboards, makes decisions on metrics
Preferred
Estate planning experience is a plus, not a requirement
Benefits
Health, dental, vision
401(k)
Flexible PTO
Company
NetLaw
Quality Estate Planning, Intelligently Delivered
Founded in 2012
2-10 employees
Funding
Current Stage
Early StageTotal Funding
$13M2020-01-01Series A· $7M
2017-12-31Series A· $3M
2015-12-01Seed· $2M
Leadership Team
Alex Hargrove
Chief Executive Officer
Recent News
bloomberglaw.com
2025-12-10
2025-02-11
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