Advyzon
51 - 200 employees
Founded 2012
💸 Finance
💳 Fintech
Finance • Fintech • Software
Advyzon is a comprehensive platform designed for Registered Investment Advisors (RIAs) to manage and scale their firms effectively. The platform offers a range of tools including portfolio management, client reporting, billing, CRM, and secure document management, streamlining daily operations and enhancing client interactions. With a strong focus on exceptional technology and unmatched service, Advyzon aims to revolutionize the financial services industry, making it easier for advisors to cater to their clients' needs while maintaining high client retention and satisfaction.
Relationship Manager – Financial Services
Job not on LinkedIn
🕒 July 21
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Advyzon
51 - 200 employees
Founded 2012
💸 Finance
💳 Fintech
Finance • Fintech • Software
Advyzon is a comprehensive platform designed for Registered Investment Advisors (RIAs) to manage and scale their firms effectively. The platform offers a range of tools including portfolio management, client reporting, billing, CRM, and secure document management, streamlining daily operations and enhancing client interactions. With a strong focus on exceptional technology and unmatched service, Advyzon aims to revolutionize the financial services industry, making it easier for advisors to cater to their clients' needs while maintaining high client retention and satisfaction.
📋 Description
• Manage a portfolio of Core RIA client relationships • Drive client retention through proactive engagement • Monitor client health indicators and address issues • Conduct scaled business reviews and lead value conversations • Coordinate with internal teams to address client needs
🎯 Requirements
• 3+ years of experience in client relationship management • Strong understanding of wealth management or fintech • Excellent communication skills • Ability to work with cross-functional teams • Experience with CRM tools
🏖️ Benefits
• Health insurance • Flexible work arrangements • Professional development opportunities
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