Remote Senior VP, Relationship Management & Growth

Advyzon Enterprise; United States; On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

Remote work

Job summary

Advyzon Investment Management (AIM) is seeking a Senior Vice President, Relationship Management to manage and grow a portfolio of existing client relationships across RIAs and financial advisory firms. The role focuses on retention, expansion, and delivering high-touch service.

You will conduct quarterly reviews, develop strategic account plans, and partner with product and operations to deepen assets and adoption of AIM solutions.

Qualifications

• 7–10+ years of experience in financial services or wealth management.
• Proven success expanding relationships with RIAs or advisory firms.
• Strong knowledge of investment management platforms and wealth solutions.
• Executive presence and ability to manage senior stakeholders.

Responsibilities

• Serve as primary relationship manager for a defined client territory.
• Develop and execute territory plans and account reviews.
• Grow net new assets and share of wallet within existing relationships.
• Collaborate with cross-functional teams to ensure exceptional client experience.

Skills

Relationship management

Executive presence

Strategic account planning

RIA ecosystem knowledge

Analytical skills

Education

Bachelor’s degree

Tools

CRM systems

Job description

Advyzon Investment Management (AIM) is seeking a Senior Vice President, Relationship Management to manage and grow a portfolio of existing client relationships across RIAs and financial advisory firms. The role focuses on retention, expansion, and delivering high-touch service.

You will conduct quarterly reviews, develop strategic account plans, and partner with product and operations to deepen assets and adoption of AIM solutions.