Concierge Relationship Manager

Robinhood is seeking a Concierge Relationship Manager to guide customers through financial planning, tax services, and estate planning. This hybrid role involves coordinating with internal teams and external partners to provide education and support, strengthening customer engagement and confidence in financial decision-making.

• Guide customers through structured financial planning processes
• Support customers across financial planning, tax, and estate planning services
• Provide education on financial planning topics compliantly
• Conduct ongoing plan reviews and connect customers with specialists
• Increase customer engagement with Robinhood products
• Maintain accurate documentation and follow regulatory standards