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Senior Vice President, Relationship Management

Advyzon

Job Location:

Chicago, IL - USA

Yearly Salary: USD 100000 - 100000

Posted: 19 September 2026 (Yesterday)

Application Deadline: 17 December 2026

Vacancies: 1 Vacancy

Job Summary

Senior Vice President Relationship Management
Advyzon Investment Management (AIM)
Position Overview
Advyzon Investment Management (AIM) is seeking an experienced Senior Vice President Relationship Management to manage and grow a portfolio of existing AIM client relationships.
The SVP Relationship Management will serve as a senior strategic partner to RIAs and financial advisory firms utilizing AIMs investment management platform and solutions. This role is focused exclusively on the ongoing success retention and expansion of existing AIM relationships.
Success in this role will be measured by the strength and retention of client relationships growth in net new assets increased share of wallet adoption of additional AIM solutions and the overall health of the assigned client territory.
The ideal candidate combines deep knowledge of the RIA and investment management landscape with strong relationship-management skills commercial acumen and the ability to develop strategic relationships with senior decision-makers at advisory firms.
Key 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 clients business investment philosophy growth objectives operating model and evolving needs.
Segment and tier the client base based on factors such as assets revenue growth potential relationship complexity strategic importance and opportunity for expansion.
Develop and execute territory and account plans that establish appropriate service levels engagement strategies growth objectives and relationship priorities for each client segment.
Conduct structured quarterly semi-annual and annual business reviews based on client tier and strategic importance.
Drive organic growth within the existing client base by identifying opportunities to increase net new assets and share of wallet with AIM.
Identify opportunities to expand the use of AIMs investment management capabilities and solutions within existing relationships.
Maintain a strong understanding of assets held with AIM as well as potential assets held elsewhere to identify opportunities to deepen each relationship.
Proactively monitor relationship health client engagement asset flows product utilization and potential retention risks.
Develop and execute strategies to protect and retain client assets while addressing issues before they become potential attrition events.
Build strong relationships across multiple levels of client organizations including firm owners executives advisors investment teams operations professionals and other key stakeholders.
Serve as an advocate for clients internally coordinating with investment management trading operations service product technology and leadership teams to ensure an exceptional client experience.
Partner with AIMs investment and product teams to communicate relevant capabilities platform enhancements investment solutions and new opportunities to existing clients.
Maintain accurate client plans relationship activity asset-growth opportunities risks and next steps within the companys CRM.
Provide leadership with regular visibility into territory health client retention net asset flows expansion opportunities and emerging client needs.
Gather structured client feedback and market intelligence to help inform AIMs product service and strategic priorities.
Participate in client events industry conferences and other relationship-building activities as appropriate.
Collaborate closely with AIMs Senior Vice Presidents of Business Development to ensure a seamless transition of newly acquired clients from the sales process into long-term relationship management.
Act as a senior representative of AIM and consistently deliver a high-touch consultative client experience.

What Success Looks Like
The SVP Relationship Management will be accountable for building durable expanding relationships across the assigned territory. Key measures of success are expected to include:

Client and asset retention
Net new assets from existing AIM relationships
Increased share of wallet
Expansion and adoption of additional AIM solutions
Client engagement and relationship health
Effective segmentation and coverage of the assigned territory
Successful execution of strategic client reviews and account plans
Identification and mitigation of potential retention risks
Overall growth and health of the existing AIM client base

Specific performance metrics and incentive compensation will align with these objectives.
Qualifications

710 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 and familiarity with investment management platforms managed accounts model portfolios trading portfolio management and related wealth-management solutions.
Proven ability to manage a territory or portfolio of relationships strategically rather than treating all clients with a one-size-fits-all approach.
Experience conducting executive-level business reviews and developing strategic account plans.
Demonstrated ability to identify opportunities to increase client adoption assets and share of wallet while maintaining a relationship-first approach.
Strong executive presence with the ability to develop trusted relationships with firm owners executives CIOs advisors and other senior stakeholders.
Excellent communication presentation organizational and problem-solving skills.
Ability to coordinate effectively across investment operations technology product service and leadership teams.
Strong analytical skills and the ability to use client asset and CRM data to prioritize activity and identify opportunities or risks.
Self-directed and highly accountable with the ability to manage a geographically dispersed territory and multiple complex relationships simultaneously.
Bachelors degree required; relevant industry designations or advanced degrees are a plus.

About Advyzon Investment Management
Advyzon Investment Management provides financial advisors with an integrated investment management experience designed to help firms scale their investment operations deliver personalized portfolios and better serve their clients. AIM combines investment management capabilities with Advyzons broader wealth technology ecosystem to provide advisors with a flexible and highly integrated platform.

Compensation:
Starting at $100k - negotiable
This is a remote position.

Required Experience:

Senior Exec

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