Remote Senior VP, Strategic Relationship Management

Advyzon; Chicago (IL); Remote; USD 90,000 - 110,000; 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 AIM client relationships, serving as a senior strategic partner to RIAs and financial advisory firms using AIM’s investment platform.

The role emphasizes retention, expansion, and measuring success by assets, share of wallet, and adoption of AIM solutions, requiring strong relationship-management, commercial acumen, and the ability to engage senior

Qualifications

• 7–10+ years of experience in financial services, investment management, wealth management, fintech, RIA custody, TAMP/platform solutions, or a related field.
• Experience managing and expanding relationships with RIAs, wealth management firms, financial advisors, or other institutional investment clients.
• Strong understanding of the RIA ecosystem and familiarity with investment management platforms, managed accounts, model portfolios, trading, portfolio management, and related wealth-management solutions.

Responsibilities

• Serve as the primary relationship manager and strategic partner for a defined territory of existing Advyzon Investment Management clients.
• Develop a comprehensive understanding of each client's business, investment philosophy, growth objectives, operating model, and evolving needs.
• Segment and tier the client base based on assets, revenue, growth potential, relationship complexity, strategic importance, and opportunity for expansion.

Skills

Relationship management

Executive presence

Communication skills

Strategic account management

Analytical skills

Independent / self-directed

Education

Bachelor's degree

Tools

CRM systems

Investment management platforms

Job description

Advyzon Investment Management (AIM) is seeking a Senior Vice President, Relationship Management to manage and grow a portfolio of existing AIM client relationships, serving as a senior strategic partner to RIAs and financial advisory firms using AIM’s investment platform.

The role emphasizes retention, expansion, and measuring success by assets, share of wallet, and adoption of AIM solutions, requiring strong relationship-management, commercial acumen, and the ability to engage senior