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.
Senior Vice President, Relationship Management
🕒 October 29
🌵 Arizona, California, +15 more states – Remote
💵 $100k / year
⏰ Full Time
🟠 Senior
👔 Vice President
👻 Ghost score 0%
Where this job comes from
Posted on Advyzon 's careers page, not through a job board
First seen by Remote Rocketship October 29
Still open on Advyzon 's site. Checked 22 minutes ago.
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 and grow a portfolio of existing Advyzon Investment Management client relationships • Serve as primary relationship manager and strategic partner for a defined territory • Develop understanding of each client's business, investment philosophy, growth objectives, operating model, and needs • Segment and tier the client base • Develop and execute territory and account plans • Conduct quarterly, semi-annual, and annual business reviews • Drive organic growth, net new assets, share of wallet, and adoption of additional AIM solutions • Monitor relationship health, client engagement, asset flows, product utilization, and retention risks • Develop strategies to protect and retain client assets • Build relationships with firm owners, executives, advisors, investment teams, operations professionals, and other stakeholders • Coordinate internally with investment management, trading, operations, service, product, technology, and leadership teams • Communicate AIM capabilities, platform enhancements, investment solutions, and opportunities to clients • Maintain client plans, relationship activity, opportunities, risks, and next steps in the CRM • Provide leadership with visibility into territory health, retention, asset flows, expansion opportunities, and client needs • Gather client feedback and market intelligence • Participate in client events and industry conferences • Collaborate with Senior Vice Presidents of Business Development on newly acquired client transitions • Represent AIM and deliver a high-touch, consultative client experience
🎯 Requirements
• 7–10+ years of experience in financial services, investment management, wealth management, fintech, RIA custody, TAMP/platform solutions, or a related field • Demonstrated experience managing and expanding relationships with RIAs, wealth management firms, financial advisors, or other institutional investment clients • Strong understanding of the RIA ecosystem • Familiarity with investment management platforms, managed accounts, model portfolios, trading, portfolio management, and related wealth-management solutions • Experience conducting executive-level business reviews and developing strategic account plans • Ability to identify opportunities to increase client adoption, assets, and share of wallet while maintaining a relationship-first approach • Strong executive presence and ability to develop trusted relationships with senior stakeholders • Excellent communication, presentation, organizational, and problem-solving skills • Ability to coordinate across investment, operations, technology, product, service, and leadership teams • Strong analytical skills and ability to use client, asset, and CRM data • Ability to manage a geographically dispersed territory and multiple complex relationships simultaneously • Bachelor's degree required • Legally authorized to work in the United States • Must reside in AZ, CA, CO, FL, IL, IN, KS, MA, MD, MI, MN, NC, NE, PA, TX, VA, WA, or WI
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