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Advyzon information

What is Advyzon?

Advyzon is a comprehensive, cloud-based platform designed for financial advisors and wealth management firms. It integrates portfolio management, client relationship management (CRM), reporting, billing, and document management into a single solution. Advyzon helps financial professionals streamline operations, improve client service, and enhance business efficiency. The platform is known for its user-friendly interface, customization options, and robust support.

What does an Advyzon implementation specialist do?

In an Advyzon support or implementation position, your daily tasks often include assisting financial advisors with software setup, troubleshooting technical issues, providing user training, and configuring client accounts. You'll frequently collaborate with other team members such as product specialists, developers, and customer success representatives to ensure a smooth onboarding process for new clients. Strong communication skills and attention to detail are essential, as you'll be balancing technical problem-solving with clear, client-focused support.

What skills and qualifications are needed to thrive as an Advyzon implementation specialist?

To thrive as an Advyzon Implementation Specialist, you need a solid understanding of financial software, data migration, and client onboarding processes, typically supported by experience in wealth management technology or financial services. Familiarity with Advyzon’s platform, CRM systems, and data integration tools is essential, often complemented by certifications in project management or financial operations. Strong problem-solving, communication, and client relationship skills set top performers apart in this role. These abilities ensure successful software adoption, seamless transitions for clients, and high satisfaction in a competitive fintech environment.

What is the difference between Advyzon vs Financial Advisor?

AspectAdvyzonFinancial Advisor
CredentialsTypically requires FINRA licenses, CFP, or CFA certificationsRequires CFP, CFA, or other financial planning licenses
Work EnvironmentSoftware platform used by advisors for portfolio management and client reportingClient-facing role providing financial planning and investment advice
Employer & Industry UsageUsed by financial advisory firms for portfolio managementEmployed by advisory firms, banks, or independent practices
Search & Comparison IntentYesYes

Advyzon is a software platform that financial advisors use for portfolio management and client reporting, whereas a Financial Advisor is a professional who provides personalized financial planning and investment advice. While both roles are interconnected, Advyzon is a tool used within the financial advisory industry, and a Financial Advisor is the professional delivering services to clients.

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For Advyzon jobs in Raleigh, NC, the most frequently searched job titles are:

What job categories do people searching Advyzon jobs in Raleigh, NC look for?

The top searched job categories for Advyzon jobs in Raleigh, NC are:

What cities near Raleigh, NC are hiring for Advyzon jobs?

Cities near Raleigh, NC with the most Advyzon job openings:

Advyzon jobs near you
Infographic showing various Advyzon job openings in Raleigh, NC as of September 2026, with employment types broken down into 100% Full Time. Highlights an 82% Physical, 4% Hybrid, and 14% Remote job distribution.

Relationship Manager - Financial Services, North Hills, NC

Raleigh, NC • On-site

Advyzon
See more jobs at Advyzonexternal

Full-time

Re-posted 22 days ago

Job description

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.

Role Overview
The Relationship Manager is responsible for driving retention, adoption, and positive client health outcomes across Advyzon’s Core RIA client segment. The primary objective of this role is to ensure that each firm in their portfolio is successful on the Advyzon platform and realizing ongoing value.
This role manages a portfolio of Registered Investment Advisor (RIA) firms, delivering proactive relationship management at scale. This role plays a critical part in maintaining strong client health, increasing platform adoption, and reducing preventable churn.
The ideal candidate is self-driven, highly accountable, and proactive, with strong communication skills and the ability to quarterback client relationships end-to-end. This individual must be comfortable coordinating across multiple internal teams (Support, Consulting, Product, Sales) to ensure client needs are addressed quickly and effectively.
Success in this role requires someone who takes ownership of their book of business, acts with urgency, and consistently takes initiative to drive outcomes for clients. Industry experience in wealth management or fintech is a strong plus, but the most important attribute is a demonstrated ability to learn quickly, take initiative, and execute at a high level.
Key Responsibilities
Portfolio Ownership & Client Health
  • 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
  • Proactively identify risk signals and execute retention strategies before issues escalate.
  • Serve as the primary relationship-level contact for assigned firms.
Adoption & Value Realization
  • Drive increased adoption of key platform capabilities including:
    • 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.
Renewals & Retention
  • 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.
Growth & Expansion
  • Identify and pursue expansion opportunities including:
    • Additional accounts or households
    • Additional advisor teams within a firm
    • Cross-sell of new Advyzon products
  • Partner with Sales for larger expansion motions when appropriate.
  • Drive net revenue retention through disciplined portfolio management.
Scaled Engagement & Operational Discipline
  • Execute a tiered engagement model (e.g., high-touch, mid-touch, tech-touch).
  • Use CRM, reporting dashboards, and automation tools to manage volume efficiently.
  • Conduct group webinars, office hours, or product update sessions for Core RIA clients.
  • Maintain accurate account documentation and renewal forecasting.
Cross-Functional Collaboration
  • Partner closely with:
    • Support to identify recurring issues impacting retention.
    • Consulting to ensure strong onboarding-to-relationship handoffs.
    • Product to provide structured RIA feedback.
    • Sales to coordinate expansion opportunities.
  • Escalate high-risk or complex accounts to the Director, Client Success as needed.
Success Metrics (KPIs)
Client Health & Experience
  • CSAT trends across Core RIA portfolio
  • NPS contribution from Core segment
  • Feature adoption rates
  • Engagement coverage (% of accounts with documented proactive outreach)
Retention & Revenue
  • Gross Renewal Rate
  • Net Revenue Retention (NRR)
  • Churn rate within Core RIA portfolio
  • Expansion ACV from assigned accounts
Operational Effectiveness
  • Portfolio coverage rate per quarter
  • Renewal forecasting accuracy
  • Account plan completion rate (where applicable)
  • Timely follow-up and documentation in CRM

Compensation
$70k-$100k, all in
This is a hybrid position at our North Hills/Raleigh location.

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