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Remote Ria Financial Services Jobs in Chicago, IL

Inspira Financial

Sales Executive (Remote)

Oak Brook, IL · On-site +1

Stay updated on industry changes to position our services effectively. * Cross sell other Inspira ... Experience within the financial industry including Broker Dealers, RIA firms, Fund Sponsors, and ...

Hayes Financial Talent Group

Be Seen First

Entry Level Financial Professional

Chicago, IL · Remote

$95K - $575K/yr

The work is remote (flexible schedule part/full-time) in the immense and lucrative financial services industry. It is ok to continue a current employment while building a skill and knowledge base ...

World Insurance Associates LLC

Data Analyst

Chicago, IL · On-site +1

$95K - $110K/yr

... financial literacy to support our RIA/BD business. This role is ideal for someone who excels at ... services or wealth management. • Strong SQL and Python skills; experience with data wrangling ...

We Insure

Financial Operations Manager

Chicago, IL · On-site +1

$91K - $120K/yr

What sets us apart? We're data-driven for better value and people led for better service. Our ... This position will be a hybrid office/remote work environment. All computer equipment necessary for ...

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All JobsRemote Ria Financial Services JobsRemote Ria Financial Services Jobs in Chicago, IL

Remote Ria Financial Services information

See Chicago, IL salary details

$25.8K

$67.2K

$136K

How much do remote ria financial services jobs pay per year?

As of Jun 15, 2026, the average yearly pay for remote ria financial services in Chicago, IL is $67,193.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,800.00 and $80,900.00 per year, depending on experience, location, and employer.

What is the difference between Remote Ria Financial Services vs Remote Money Transfer Agent?

AspectRemote Ria Financial ServicesRemote Money Transfer Agent
CredentialsFinancial licenses, compliance certificationsBasic money transfer licenses, industry certifications
Work EnvironmentRemote, client-facing, financial services platformRemote, customer service or transaction processing
Employer & IndustryFinancial institutions, remittance companiesMoney transfer companies, remittance services

Remote Ria Financial Services and Remote Money Transfer Agents both operate in the remittance industry, often requiring similar financial credentials. However, Ria focuses on providing comprehensive financial services remotely, while Money Transfer Agents typically handle individual transactions. Both roles are remote-friendly and serve the global remittance market, but Ria roles often involve more complex financial compliance and client management.

What are the most commonly searched types of Ria Financial Services jobs in Chicago, IL? The most popular types of Ria Financial Services jobs in Chicago, IL are:
What are popular job titles related to Remote Ria Financial Services jobs in Chicago, IL? For Remote Ria Financial Services jobs in Chicago, IL, the most frequently searched job titles are:
What job categories do people searching Remote Ria Financial Services jobs in Chicago, IL look for? The top searched job categories for Remote Ria Financial Services jobs in Chicago, IL are:
What cities near Chicago, IL are hiring for Remote Ria Financial Services jobs? Cities near Chicago, IL with the most Remote Ria Financial Services job openings:
Remote Ria Financial Services jobs near you
Relationship Manager - Financial Services

Relationship Manager - Financial Services

Advyzon

Chicago, IL • Remote

Full-time

Posted 14 days ago

Be an early applicant

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

Salary - $70k-$100k, all in

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