Relationship Manager

| New York, NY, USA | Hybrid
Employer Provided Salary: 74,500-115,900 Annually
Salary data is provided by the employer. Please note this is not a guarantee of compensation.
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Flourish was founded in 2017 with the goal of helping financial advisors to better secure the financial futures of their clients. We focus on independent Registered Investment Advisers (RIAs), delivering financial products that advisors can’t easily access today through beautiful, scalable, and easy-to-use technology.

Today, we work with over 700 RIAs that collectively represent more than $1.5T in assets under management across three products: Flourish Annuities, Flourish Cash, and Flourish Crypto. Headquartered in New York City, we are an independently operating, wholly owned subsidiary of MassMutual Life Insurance Company.

Read on if you are interested in joining a small, highly collaborative, rapidly growing startup—backed by the support and stability of a Fortune 500 company.

About You

You are experienced in client-facing organizations within the wealth management or financial services industry. You enjoy delivering an exceptional client experience and are motivated to help your clients succeed. You are business minded, thinking about how relationship management can be used to strategically drive growth and improve business outcomes. You are an operationally-minded problem solver who thinks strategically about client success; you are always eager to connect with clients to learn about their needs in order to resolve pain-points and drive growth. You are an excellent communicator, whether over the phone or in written communication, and you are extremely organized, conscientious and detail oriented. You always think of the client first.

You are excited to join a fast-paced fintech startup. You are extremely self-motivated, and excited by the prospect of joining a growing Relationship Management team. You have experience working closely with clients and/or sales teams, along with other parts of the organization to drive client success.

About the Role

Flourish works 500+ RIAs, and we are now building out a team dedicated to helping these clients succeed post-sale. As Relationship Manager, you will be responsible for managing a book of clients, dedicated to their success, while simultaneously learning and developing best practices that can be applied across all of our clients.

You will personally work with a set of RIAs with the objective of increasing their usage and adoption of our growing list of product offerings. You will work in conjunction with our sales team to provide a white-glove experience to our clients post-sale. You will support your clients day-to-day needs, while developing a deep understanding of each firm and cultivating key contacts internally. You will work strategically on projects to improve the client experience both for your clients and across our entire book.

The Relationship Management team is a small but growing team within Flourish. As an early member of the team you will have a hand in shaping the future of relationship management. You will help build the team from the ground up; developing processes and procedures, strategically defining metrics, and more. We are in the unique position of serving as the voice of our clients internally, while working cross-functionally to influence our product and overall business directions. We prioritize clients above all else and always strive to provide them with an amazing experience.

Principal Responsibilities

  • Personally manage a book of firms with the ultimate goal of increasing Flourish adoption. This will include managing onboarding and implementation, integrations, documentation, phone and email based service, and regular check-ins/updates/QBRs
  • Address questions and find solutions as they arise day-to-day, combining both quick solutions as well as laying the frame-work for longer term process improvements
  • Look for expansion opportunities within the client base, from increased usage of current products to cross-sell opportunities in conjunction with sales
  • Become an expert on our product to serve as an educational resource for our clients
  • Closely partner with our Sales team, working strategically to drive client growth
  • Partner with the Marketing team on client email communication strategies, training webinars, collateral and more
  • Partner with the Product and Design organization on collecting and sharing client feedback, providing feedback on new products and features, and assisting in rollout of new features to existing clients

Minimum Qualifications

  • Bachelor’s degree
  • 4+ years of related client-facing experience across functions such as relationship management, client success/support, technical account management, sales/sales support
  • Series 7 or willingness to obtain a Series 7 within the first 90 days of employment

Preferred Qualifications

  • Background in financial services generally, experience working within the wealth management industry is highly preferred
  • Experience either as a financial advisor or supporting RIAs is highly preferred
  • Experience working as part of a fast-moving team. Excited by change and comfortable with finding new solutions
  • Strong organizational skills
  • Highly comfortable with technology, both personally and professionally
  • Excellent written and verbal communications, both internally and externally, and comfort discussing financial terminology and concepts
  • Strong problem solver and creative thinker
  • High level of energy and positivity
  • Self-starter mentality

At Flourish, we focus on ensuring fair, equitable pay by providing competitive salaries, along with bonus and incentive opportunities and benefits for all employees.

Base Salary Range: $74,500 - $115,900 plus bonus


All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • JavaLanguages
    • JavascriptLanguages
    • KotlinLanguages
    • PythonLanguages
    • TypeScriptLanguages
    • TerraformLanguages
    • ReactLibraries
    • ReduxLibraries
    • DjangoFrameworks
    • ExpressFrameworks
    • JestFrameworks
    • JupyterFrameworks
    • Node.jsFrameworks
    • Apollo GraphQLFrameworks
    • DropwizardFrameworks
    • PostgreSQLDatabases
    • RedisDatabases
    • ElasticsearchDatabases
    • DynamoDBDatabases
    • Google AnalyticsAnalytics
    • MixpanelAnalytics
    • QuicksightAnalytics
    • SegmentAnalytics
    • FigmaDesign
    • IllustratorDesign
    • InVisionDesign
    • PhotoshopDesign
    • ConfluenceManagement
    • Google DriveManagement
    • Google DocsManagement
    • Google SlidesManagement
    • JIRAManagement
    • TrelloManagement
    • DocuSignCRM
    • HubSpotCRM
    • MailChimpEmail
    • MandrillEmail
    • SendGridEmail


Nestled in an Art Deco building in Midtown, we are a stone’s throw from the great food of Koreatown, and in close proximity to major transportation hubs.

An Insider's view of Flourish

How would you describe the company’s work-life balance?

We are passionate about what we do, but we know how to turn-off at the end of the day. Having flexibility allows me to get my work done and pursue my career goals, while still prioritizing my personal needs. Join Flourish to work hard, build great relationships, learn, and be recognized for interests and achievements both in and out of the office.


Risk, Audit & Controls Lead

How do you collaborate with other teams in the company?

We participate in daily stand-ups, sprint planning, testing sessions, and use tools to share test data, bug reports, test cases, and scripts with the rest of the team. We're in constant communication with the larger team to better understand the gap between what we're trying to do as a business and the value that we deliver to our customers.


QA Lead

What makes someone successful on your team?

As engineers we think primarily in code, but being able to connect that code to the larger context and use it to guide our work makes us successful and impactful as individuals and also outperform as a team. Flourish engineers have a strong influence and critical role in creating the technology that will continue to push the business forward.


VP, Engineering

What is your vision for the company?

We’ve built Flourish to quickly launch compliant fintech businesses. We will continue to help independent RIAs grow, serve their clients with innovative and valuable products, and compete with wirehouses and private banks. We are humble, hardworking and innovative — just like our clients.



What's something quirky about your company?

Flourishers are Foodies! All shapes and forms of food are on the Flourish table. And while gastronomy brings Flourish-folk together, it also provides for fun debate within the office. A canonical question to new recruits is “do you enjoy pineapple on pizza?” There is a ton of passion from either side!


Product Manager

What are Flourish Perks + Benefits

Flourish Benefits Overview

Flourish combines the best of both worlds: a fast-moving, innovative startup culture with the stability and backing of a Fortune 500 company.

That means we have great benefits, including: health, dental, vision, 401k, and of course, life insurance, as well as a pension.

Through MassMutual, we have access to an extensive suite of programs that support our team members in living a healthy lifestyle, achieving financial security, and enjoying a well-balanced life.

Volunteer in local community
Partners with nonprofits
Open door policy
OKR operational model
Open office floor plan
Employee-led culture committees
Quarterly engagement surveys
In-person all-hands meetings
Flexible work schedule
Remote work program
In addition to two remote days per week, MassMutual offers employees four full remote weeks of their choice per year.
Documented equal pay policy
Dedicated diversity and inclusion staff
Mandated unconscious bias training
Diversity manifesto
Diversity employee resource groups
Hiring practices that promote diversity
Diversity recruitment program
Health Insurance + Wellness
Flexible Spending Account (FSA)
A health care flexible spending account (FSA) allows employees to save money on a before-tax basis for eligible medical, dental and vision expenses, subject to IRS limits.
Disability insurance
For details on short term and long term disability insurance please visit
Dental insurance
Basic Dental covers preventive and basic restorative care; Major Dental covers all that Basic covers, plus restorations and orthodontia (limits apply).
Vision insurance
Health insurance
To learn more about our Health and Welfare Benefits please visit:
Life insurance
For more information about our Life Insurance Benefits please visit:
Pet insurance
Wellness programs
Mental health benefits
Transgender health care benefits
Wellness days
Abortion travel benefits
Our general medical travel benefit covers abortion-related travel.
Financial & Retirement
In addition to our 401(k), MassMutual has a cash balance plan that provides an account-based pension benefit based on accruals of pay credits and interest credits.
401(K) matching
Performance bonus
Charitable contribution matching
Pay transparency
Child Care & Parental Leave
Childcare benefits
Dependent care flexible spending account to allow you to set aside before tax dollars to pay for certain eligible child care expenses.
Generous parental leave
Leave for birth mothers of 18 weeks of fully paid leave. Non-birth mothers, fathers and adoptive parents eight weeks of fully paid parental leave.
Family medical leave
Caregiver leave: Up to two weeks paid leave to care for a loved one. Bereavement Leave: 15 days of paid time off to grieve the loss of a loved one with the employee defining who the loved one is.
Adoption Assistance
Fertility benefits
Vacation + Time Off
Generous PTO
Paid holidays: 9 fixed and 1 floating. Vacation: starts at 19 vacation and personal days per calendar year, with increases at 5-year service intervals.
Paid volunteer time
Three days of paid time off is available to employees annually to give back to their communities, by sharing their time and talent with a cause close to their heart.
Paid holidays
Paid sick days
Occasional illness: up to 5 days per calendar year.
Flexible time off
Floating holidays
Bereavement leave benefits
Hardship benefits
320 hours of caregiver leave to take care of loved ones when it matters most.
Office Perks
Commuter benefits
Free daily meals
Free snacks and drinks
Some meals provided
Company-sponsored happy hours
Fitness stipend
Meditation space
Mother's room
Professional Development
Job training & conferences
Tuition reimbursement
Lunch and learns
Promote from within
Continuing education stipend
Online course subscriptions available
Paid industry certifications
Personal development training

Additional Perks + Benefits

We have a stipend available every year for well-being - think ski lift tickets, a new surfboard, an accountant to do your taxes, new sneakers, and much more!

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