Remote SVP, Relationship Management — RIA Growth Partner

Advyzon Enterprise; United States; Remote; USD 90,000 - 110,000; Full time

Benefits offered by this job

Remote work

Competitive compensation

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. The role partners with RIAs and advisory firms to ensure ongoing success, retention, and expansion, leveraging AIM’s platform and solutions across cross-functional teams.

The role emphasizes strategic account planning, quarterly business reviews, and deep client engagement to drive net new assets and higher wallet share within a

Qualifications

• 7–10+ years in financial services, investment management, wealth management, fintech, or related field.
• Experience managing and expanding relationships with RIAs, wealth management firms, or institutional clients.
• Strong understanding of RIA ecosystem and investment management platforms.

Responsibilities

• Serve as primary relationship manager for a defined territory of existing Advyzon Investment Management clients.
• Develop and execute territory and account plans with growth objectives.
• Conduct quarterly, semi-annual, and annual business reviews by client tier.
• Drive organic growth by increasing net new assets and share of wallet.
• Coordinate with cross-functional teams to deliver an exceptional client experience.

Skills

Relationship management

Strategic planning

Executive presence

Communication

CRM data analysis

Education

Bachelor's degree

Tools

CRM software

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. The role partners with RIAs and advisory firms to ensure ongoing success, retention, and expansion, leveraging AIM’s platform and solutions across cross-functional teams.

The role emphasizes strategic account planning, quarterly business reviews, and deep client engagement to drive net new assets and higher wallet share within a