Relationship Manager - Financial Services

About Advyzon Advyzon was recently named to the "Best Places to Work in Fintech" list.

Advyzon was founded in 2012 with the purpose of building an intuitive all-in-one technology for advisory firms.

Based in Chicago, Illinois, we are a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors.

With a continuous focus on product innovation and providing superior service to the firms we partner with; we strive to be the best value in advisor technology.

• Own and manage a portfolio Core RIA client relationship.
• Maintain a structured engagement cadence based on firm size, complexity, and health score.
• Monitor client health indicators including: Product adoption and usage depth Engagement trends Support patterns and recurring friction CSAT/NPS feedback Renewal timing
• Product adoption and usage depth
• Engagement trends
• Support patterns and recurring friction
• CSAT/NPS feedback
• Renewal timing
• Proactively identify risk signals and execute retention strategies before issues escalate.
• Serve as the primary relationship-level contact for assigned firms.
• Drive increased adoption of key platform capabilities including: Performance Reporting Trading CRM Client Portal Financial Planning Auria / AIM (as applicable)
• Performance Reporting
• Trading
• CRM
• Client Portal
• Financial Planning
• Auria / AIM (as applicable)
• Conduct scaled business reviews (virtual QBRs or structured check-ins depending on account tier).
• Lead value-based conversations focused on workflow efficiency, advisor productivity, and firm growth.
• Share best practices tailored specifically to RIA operating models.
• Own renewal conversations for assigned Core RIA accounts.
• Maintain high renewal rates through proactive value reinforcement.
• Develop structured save plans for at-risk accounts.
• Identify firms that may qualify for Enterprise segmentation as they scale.
• Identify and pursue expansion opportunities including: Additional accounts or households Additional advisor teams within a firm Cross-sell of new Advyzon products
• Additional accounts or households
• Additional advisor teams within a firm