Robinhood Markets was founded on a simple idea: that our financial markets should be accessible to all. With customers at the heart of our decisions, Robinhood and its subsidiaries and affiliates are lowering barriers and providing greater access to financial information. Together, we are building products and services that help create a financial system everyone can participate in.

With growth as the top priority...

The business is seeking curious, growth-minded thinkers to help shape our vision, structures and systems; playing a key-role as we launch into our ambitious future. If you’re invigorated by our mission, values, and drive to change the world — we’d love to have you apply.

About the team + role

The TradePMR team at Robinhood empowers financial professionals with innovative technology and unparalleled support tailored to the unique needs of the RIA community. We are a custodial services and technology provider offering a robust platform including portfolio management, digital account opening, and advanced trading tools to help advisors streamline operations and grow their practices.

The Client Relationship Associate at Robinhood Markets Inc. delivers top-tier support to advisors, collaborating with internal teams to provide a seamless, white-glove service. This role is ideal for an ambitious professional with expertise in finance, focused on offering a consultative experience

The role is located in the office location(s) listed on this job description which will align with our in-office working environment. Please connect with your recruiter for more information regarding our in-office philosophy and expectations.

Responsibilities:

Serve as the main point of contact for large, sophisticated firms, offering exceptional service and collaborating with team members to support other firms.
Educate Advisors on platform improvements and efficient business practices.
Resolve complex service, technology, and operational issues, working closely with internal teams and vendors for timely solutions.
Proactively address potential issues to ensure advisor satisfaction and maintain strong relationships.
Record all interactions in CRM to track advisor engagements.
Continuously learn and stay updated on industry trends to provide outstanding service.
Centralize communication and feedback to improve services, processes, and platform features.
Attend and represent Robinhood at conferences and client meetings, both in-person and virtually.
Travel for strategic advisor meetings as needed.

Skills:

In-depth knowledge of Robinhood features and products.
Problem-solving mindset with a passion for helping others.
Self-motivated and adaptable in fast-paced environments.
Strong communication skills, both written and verbal.
Ability to research and resolve complex issues.
Excellent relationship-building with internal and external stakeholders.

Requirements:

Willingness to travel as needed (up to 15%)
Broad operational and industry knowledge
Customer service and industry experience
Technical support experience
Preferred experience with HubSpot
Series 7 or other industry licenses preferred
Bachelor’s degree or equivalent experience preferred

We use Covey as part of our hiring and / or promotional process for jobs in NYC and certain features may qualify it as an AEDT. As part of the evaluation process we provide Covey with job requirements and candidate submitted applications. We began using Covey Scout for Inbound on September 19, 2024.

Please see the independent bias audit report covering our use of Covey here.

Base pay for the successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is based on the location where the work will be performed and is aligned to one of 3 compensation zones. This role is also eligible to participate in a Robinhood bonus plan and Robinhood’s equity plan. For other locations not listed, compensation can be discussed with your recruiter during the interview process.

Zone 1 (Menlo Park, CA; New York, NY; Bellevue, WA; Washington, DC)

$72,000—$85,000 USD

Zone 2 (Denver, CO; Westlake, TX; Chicago, IL)

$64,000—$75,000 USD

Zone 3 (Lake Mary, FL; Clearwater, FL; Gainesville, FL)

$56,000—$66,000 USD

Click here to learn more about available Benefits, which vary by region and Robinhood entity.

We’re looking for more growth-minded and collaborative people to be a part of our journey in democratizing finance for all. If you’re ready to give 100% in helping us achieve our mission—we’d love to have you apply even if you feel unsure about whether you meet every single requirement in this posting. At Robinhood, we're looking for people invigorated by our mission, values, and drive to change the world, not just those who simply check off all the boxes.

Robinhood embraces a diversity of backgrounds and experiences and provides equal opportunity for all applicants and employees. We are dedicated to building a company that represents a variety of backgrounds, perspectives, and skills. We believe that the more inclusive we are, the better our work (and work environment) will be for everyone. Additionally, Robinhood provides reasonable accommodations for candidates on request and respects applicants' privacy rights. Please review the specific Robinhood Privacy Policy applicable to the country where you are applying.

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